Enhanced InvestmentsVipshop — Profitable undervalued Chinese retailer at minimumsDate initiated: June 22, 20214 min read·Jun 22, 2021----
Enhanced InvestmentsTech companies valuation: are we in the bubble again?Today S&P500, NASDAQ, total stock market cap related to GDP (the Buffet’s index) are at their historical maximums, many value investors say…4 min read·Jun 15, 2021----
Enhanced InvestmentsEnhanced Investments Results, May 30, 2021Dear colleagues, we present to your attention a regular update of the strategies over the week (2021–05–21–2021–05–28):3 min read·Jun 6, 2021----
Enhanced InvestmentsEnhanced Investments Results, June 6, 2021Dear colleagues, we present to your attention a regular update of the strategies over the week (2021–05–28–2021–06–04):3 min read·Jun 6, 2021----
Enhanced InvestmentsEnhanced Investments Results, May 23, 2021Dear colleagues, we present to your attention a regular update of the strategies over the week (2021–05–14–2021–05–21):3 min read·May 24, 2021----
Enhanced InvestmentsEnhanced Investments Results, May 16, 2021Dear colleagues, we present to your attention a regular update of the strategies over the week (2021–05–07–2021–05–14):3 min read·May 24, 2021----
Enhanced InvestmentsChinese companies reported quite strongly for 2021q1#BABA @ china , @ e-commerce7 min read·May 20, 2021----
Enhanced InvestmentsEnhanced Investments Results, May 9, 2021Dear colleagues, we present to your attention a regular update of the strategies over the week (2021–04–30–2021–05–07):3 min read·May 13, 2021----
Enhanced InvestmentsHistorical retrospective of business cycles and commodity prices***9 min read·May 13, 2021----