We're two college students who pooled capital to start a fund because of our fascination with the financial markets. Below is our roadmap of topics to research in 2021:
A selloff of Chinese internet stocks followed a series of top-down regulation targeting multiple sectors. Is the selloff justified?
Tickers: BABA, TCEHY, BEKE
The Metaverse + Gen-Z socializing over games and discord + IP/franchises that proved their staying power + A pullback in valuation due to China's video game ban concerns... Will video game stocks generate superior returns?
Tickers: TTWO, ATVI, EA
Looking for more case studies of disruption, starting from ARKK's holdings.
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