Each quarter, we receive hundreds of letters written by managers. Some of them are excellent, most of them are not, but we still read...

This is a follow-up article of Romance Beginning in a Toilet. During the conference, I had an opportunity to ask Jack Ma and his partner...

Yale Investment Office published the endowment’s 2019 performance (between July 2018 to June 2019). During the period, the endowment...

Last week, I went to Shenzhen to participate in an annual meeting of a private equity firm founded by Jack Ma and his co-founder in 2010....

Dear Friends, We are pleased to share with you the October 2019 newsletters for the portfolios managed by the Generation Z Investment...

By Tiffany Liu Tiffany Liu: Shinya, thank you very much for this interview. I’m quite excited to be a part of Project Z. Before talking...

Housing Markets: Different Paths of the Recovery Is the U.S. housing market recovering? We were quite puzzled and didn’t really know the...

Source: Supplemental Nutrition Assistance Program, Census When we are on the road for research trips, we usually try to check the...

China is an interesting topic. We spent hundreds of hours to understand what China really is and we still do not understand. We think...