J Capital Research

Independent Insight Provider

J Capital Research, a U.S. company, publishes highly diligenced research reports on publicly traded companies, relying on deep, on-the-ground primary research. J Capital has particular expertise in the Chinese market, but we look at over-valued companies throughout the world. As an activist short- and long-research shop, when we form a clear view, we publish free, public reports to inform the investing public and never disguise our identity. We believe the internet has afforded an opportunity to small, unaffiliated investors to leapfrog the big banks, with their conflicts of interest, and obtain unbiased information on traded companies. We pride ourselves on our independence and the quality of our work. We hope the work speaks for itself.

Equity Bottom-Up

<ul><li><p>We think things for Tuya Inc. will struggle going forward, a Chinese Internet of Things platform provider that flew high at its IPO in 2021 and crashed to earth shortly afterwards, when some sellers of its customers’ products were banned by Amazon.</p></li><li><p>If one is to believe company disclosures, Tuya is a miracle of unique technology achieving highly efficient growth overseas while the business is managed from within China.</p></li><li>But developers and Tuya formers say the service is only appropriate for little companies without internal technical capabilities, while individual customers of related end products provide very negative reviews for the devices.</li></ul>

We think things for Tuya Inc. will struggle going forward, a Chinese Internet of Things platform provider that flew high at its IPO in 2021 and crashed to earth shortly afterwards, when some sellers of its customers’ products were banned by Amazon.If one is to believe company disclosures, Tuya is a miracle of unique technology achieving highly efficient growth overseas while the business is managed from within China.But developers and Tuya formers say the service is only appropriate for little companies without internal technical capabilities, while individual customers of related end products provide very negative reviews for the devices.

Tuya

Tuya the Turtle