James Hull

@jameshullx

“Never stop learning.” Stock Picker. Views my own. Like, RT ≠ endorsement. DMs open.

Beijing
Vrijeme pridruživanja: travanj 2015.

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  1. Prikvačeni tweet
    2. kol 2019.

    This. Very hard to understand unless you’ve been there, made the wrong call. I think 3 things help: 1- separating thesis from person (ego) 2- have smart, open minded people around to Q thesis 3- keep asking questions

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  2. prije 9 sati

    Whether people self-quarantine well will be key in fighting this. Idea: China needs to allow mobile mahjong games again (banned them last year).

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  3. prije 9 sati

    response to short report. That’s it. Fits on one mobile screen. 🤷‍♂️

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  4. prije 19 sati

    As coined by friend of mine, these are “HERE”: Health, Education, Real Estate And are terribly important to anyone, especially anyone with kids.

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  5. prije 19 sati

    Is there a way for the narrative to change for the better, besides waiting to see how the virus develops and seeing the statistics get better?

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  6. proslijedio/la je Tweet
    1. velj

    Gilead Sciences said it is sending an experimental antiviral drug to China for emergency treatment of coronavirus patients as well as testing to see if it works against the virus via

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  7. 1. velj

    That related party with the coffee vending machines and LK’s chairman is quite the red flag. (Has anyone verified?) RPs like that can really screw over minority shareholders.. and they just raised capital. Careful out there everyone!

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  8. 31. sij

    Amazing story (in chinese) about the volunteer supply chain supporting the doctors and nurses on the front lines in Wuhan. All these people are amazing.

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  9. 28. sij

    Read to the bottom, where you find out the first half is all tricking you into believing things by selectively choosing facts and matching them with conclusions they shouldn’t be.

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  10. 28. sij
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  11. 26. sij

    Feihe 飞鹤 made a donation for Wuhan 🙏💪

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  12. 26. sij

    Bloomberg has picked it up

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  13. 26. sij

    While we’re at it why not just reimburse everyone? If you got loans use the money to pay them off (if you want to).

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  14. proslijedio/la je Tweet
    26. sij

    Been concerned by coronavirus... especially when many lives were lost. Hope science is gonna help us out.

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  15. 26. sij

    also donating a lot of the drug. China’s CDC is the only one that can buy it.

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  16. 26. sij

    The company is and the drug is Aluvia/Kaletra. AbbVie also donating a huge batch to China! 🙏

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  17. 26. sij

    Looks like the drug was officially chosen to combat coronavirus. Very good development. (Disclosure: I have a position)

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  18. 25. sij

    Heard flora may be getting out soon.

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  19. 25. sij

    Another article about potential cures for based on same guy I tweeted about earlier

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  20. proslijedio/la je Tweet
    24. sij

    People will say Clay’s best book was his most famous one — but it wasn’t. It was “How Will You Measure Your Life” — a riff on his closing lecture each semester at HBS. It’s far more important. Here are his lecture notes:

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  21. 25. sij

    “Under-resourced” not the right description here. Severely lacking resources and needing that emergency hospital built ASAP. These medical professionals are the real heroes. Spring Festival is a family reunion holiday in China kind of like Thanksgiving or Christmas in the US.

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