Skip to content

Tao of Value

Quest for Value Investing and Beyond

Home
About
Contact
My Bookshelf
Quarterly Commentary

HomeInvestor Letter – 2019 2Q

Investor Letter – 2019 2Q

08/08/201908/10/2019 taovalue Investor LetterInvestor Letter

Below is my letter for 19Q2

Download pdf:

TaoValue_2019_Q2_final Download

Share this:

Tweet
Email
Print

Like this:

Like Loading...

Post navigation

← China Internet Report 2019

Some Thoughts on Recent Factor Trends (Value/Momentum/LowVol) →

Leave a Reply Cancel reply

Enter your comment here...

Fill in your details below or click an icon to log in:

Email (required) (Address never made public)

Name (required)

Website

You are commenting using your WordPress.com account. ( Log Out / Change )

You are commenting using your Facebook account. ( Log Out / Change )

Connecting to %s

Notify me of new comments via email.

Notify me of new posts via email.

Δ

“Reversion is the motion of the Tao.”

-Lao Zi, Tao Te Ching

Search for:

Follow Tao of Value on WordPress.com

Follow Blog via Email

Enter your email address to follow this blog and receive notifications of new posts by email.

Email Address:

Follow me on Twitter

Recent Posts

Investor Letter – 2021 Q4
Investor Letter – 2021 Q3
Thoughts on China’s Regulatory Landscape
Investor Letter – 2021 Q2
Investor Letter – 2021 Q1

Archives

Categories

Arbitrage
Bitcoin
Book Notes
Business
China
Corporate Governance
Data Science
Great Oriental Investors
Indirect Hard Lesson
Internet Finance
Investing
Investment Process
Investor Letter
Merger Arbitrage
Philosophy
Quantamental
REITs
Shoulders of Giants
Technology
Turnaround Theme
Uncategorized

My to-read Shelf

Blog at WordPress.com.

Follow Following
- Tao of Value
- Already have a WordPress.com account? Log in now.

%d bloggers like this: