China ADRs Delisting - Christmas Came a Day Earlier than We Expected - No Delisting Risk for Now
Today PCAOB announced that they had secured complete access to inspect and investigate Chinese Firms for the first time in history. This removes...
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VinFast Auto Pre-IPO - The Negatives - ... But Starting Low
VinFast is looking to raise up to US$1bn in its upcoming US IPO. In this note, we talk about the not-so-positive aspects of the deal.
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VinFast Auto Pre-IPO - The Positives - Aiming High...
VinFast Auto (1905332D VN) is looking to raise up to US$1bn in its upcoming US IPO. In this note, we talk about the positive aspects of the deal.
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Tweedy, Browne Fund Q3 2022 Commentary
Tweedy, Browne Company LLC provides investment advisory services. The Company offers portfolio management, financial planning, and consulting...
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Smartkarma Originals
XPeng Robotics: Early-Stage VC Investment in Developer of Smart Robot Pony
With Chinese EV giant XPeng moving into robotics, we believe XPeng Robotics is a high-return early-stage VC investment in the rapidly growing...
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