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How the Chinese Are Learning English Using AI Tutors
Some of our American readers may recall an animated series that was once quite popular in ‘Murica called King of the Hill. One memorable skit from that series was when Hank Hill – best described as a...
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8 Top-funded Facial Recognition Startups
The eyes may be the window to the soul, but the face is the door through which we can enter the future. OK, we’re a bunch of underpaid MBAs, not starving poets, but that was our less prosaic way of...
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The State of Artificial Intelligence in China
There is a really interesting concept in psychology called the Johari Window and it suggests that we rarely see ourselves as we actually are. Not only that, but we think other people see us differently...
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How to Invest in The Amazon of China
It’s always a good laugh hearing the D&I charlatans talk about “Asians,” as if that’s an appropriate way to group nearly 60% of the world’s population. There are actually five distinct regions in...
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A Big Bear Thesis for Ali Baba Stock
“China is more prosperous than before. The people have better lives but they are not happy and confident because the scars are still there.” Those are the words of Jung Chang, an amazing human being...
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The Autonomous Vehicle Companies in the Self-Driving Race
If you needed any further proof of how unhinged the stock market has become, just look at the outsized and outlandish IPO for DoorDash (DASH) this week. The company stands at a $70 billion market cap...
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The Dangers of Chinese Stocks: A Warning
Cultural anthropologists refer to ethnocentrism as the propensity for individuals to view the world through the lens of their own culture and customs. For Americans who want to see their own...
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The Biggest Electric Vehicle Company in the World
If there’s a company out there that’s “the next Tesla,” it probably speaks Chinese. That’s what we concluded following our due diligence trip to mainland China during which we attempted to understand...
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Is Investing in Chinese Autos a Good Idea?
Newbie investors often talk about how some famous investor holds a stake in their sacred cow. Sure, Warren Buffett’s holding company, Berkshire Hathaway (BRK-B), may hold shares in Snowflake (SNOW) and...
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Should We Invest in the Largest Producer of EVs?
“We like BYD, but believe it’s risky to invest in a single Chinese auto firm that happens to be the most accessible to foreign investors.” That’s where we left things this past summer in a piece titled...
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