Below is my letter for 2021 Q4. I looked back to our first 5 years and looked forward on where the Market may go.
Retail Flow
Investor Letter – 2020 Q4
Below is my letter for 2020 Q4, in which I commented on new position of Yihai (1579.HK), PLTR & GBTC. I also shared my analysis & thoughts on the “Retailization” of the market.
pdf below:
Tao of Value 