Below are the consolidated list of my quarterly commentary/letter to date:

• TaoValue_2017_Q2 (Comments on CACC)
• TaoValue_2017_Q3 (Comments on COTY, NC, GILD)
• TaoValue_2017_Q4 (Comments on NXRT, GOOG, YY, SOHU)
• TaoValue_2018_Q1 (Comments on 1448.HK, SOHU, CYOU, DVMT, DISCA)
• TaoValue_2018_Q2 (Comments on ELON, NXRT, DVMT, AINC, 700.HK, JD)
• TaoValue_2018_Q3 (Comments on TEAM, YY, BRK B, PDD)
• TaoValue_2018_Q4 (Comments on ADS)
• TaoValue_2019_Q1 (Comments on YY, GOOG, HUYA)
• TaoValue_2019_Q2 (Comments on YY, CACC, NXRT, GOOG)
• TaoValue_2019_Q3 (Comments on 1268.HK, SE)
• TaoValue_2019_Q4 (Comments on Machine Learning use case for factor strategies)
• TaoValue_2020_Q1 (Comments on 1268.HK, GILD, CACC, NXRT, BILI)
• TaoValue_2020_Q2 (Comments on PDD, YY, AVLR, CIH)
• TaoValue_2020_Q3 (Comments on BEKE, WORK, API)
• TaoValue_2020_Q4 (Comments on 1579.HK, PLTR, GBTC)
• TaoValue_2021_Q1 (Comments on 1773.HK, TAL, FUTU)
• TaoValue_2021_Q2 (Comments on Chinese regulation)
• TaoValue_2021_Q3 (Comments on RBLX)
• TaoValue_2021_Q4