Jan 10, 2018 - Ctrip, China's leading OTA platform, has been growing rapidly in the ~40% range this year and expanding earnings massively. 2017 will be its first fully profitable year. It's on track to do ~$4 billio
Jan 07, 2018 - Despite IHS reports of West Texas shale's economic viability, I am very skeptical of the capacity for additional production out of Texas unless we get higher oil prices, mainly due to the cost of risi
Jan 02, 2018 - Project $1M returned 33% in 2017.I discuss key components of performance and lessons learnt.I detail my outlook for 2018, and portfolio strategy.
Dec 30, 2017 - Project $1M returns ~30% in 2017.Outperformance driven by Mastercard, Visa, Amazon, MercadoLibre, Alibaba and Tencent.Valuation levels of positions in the portfolio generally still appear reasonably v
Dec 06, 2017 - USS Investment Management Ltd Buys Manulife Financial Corp, Edison International, Baidu Inc, Sells JPMorgan Chase, Halliburton Co, NetEase Inc, Stocks: BIDU,UNP,C,PXD,VALE,CTRP,MFC,EIX,ALL,AMX,COST,AFG,, release date:Dec 06, 2017
Nov 28, 2017 - Heavy investment in its platform and acquisitions and some temporary headwinds cloud the profitability.But for those who look under the hood, they see a purring machine that is very well managed.Manag
Nov 28, 2017 - Latin America's leading online travel website recently went public. Despite the IPO being 13x oversubscribed, shares have gotten off to a slow start.Company metrics and comparisons to its internationa
Nov 24, 2017 - Project $1M enjoyed some superior returns in its 2nd year.There were some high quality stocks that accounted for exceptional performance.The portfolio had its share of misses as well.
Nov 16, 2017 - Altimeter Capital Management, LLC Buys Yelp Inc, MuleSoft Inc, trivago NV, Sells Alaska Air Group Inc, Ctrip.com International, Delta Air Lines Inc, Stocks: YELP,BABA,MULE,TRVG,ALK,CTRP,DAL,AAL,TRIP,CAR,, release date:Nov 16, 2017
Nov 14, 2017 - Frank Sands Buys Activision Blizzard Inc, Chipotle Mexican Grill Inc, CoStar Group Inc, Sells Whole Foods Market Inc, Alphabet Inc, athenahealth Inc, Stocks: CMG,CSGP,NOW,YNDX,CTRP,MMYT,ATVI,CELG,WFM,, release date:Nov 14, 2017