超级长。他现在只买了一支股票byd，95港币买的，大概4%。如果跌到75，会加仓到8%持仓。byd可能美国不能直接买，得去港股，是不是只有ib才行？
下一篇会分析美团，巴巴，和JD。估计得付费才能看。
https://michaeljburry.substack.com/p/hong-kong-stocks-structure-and-strategy-054
This is his conflict-hedged HK long porfolio.
“I am only buying one of these three stocks at the moment. As I mentioned at the start, the Hang Seng Tech Index is the only major index in recorded history to have seen its companies’ revenue and earnings grow during a major collective crash in share prices.
When sentiment changes, it will pair with rising earnings and rising revenue, creating significant upside potential in the shares of Hong Kong-listed companies. I am committed to finding the right companies at the right price.
Analysis will continue in Part 3, which will cover Alibaba, JD.com, and Meituan (the delivery wars trio) as well as other Hong Kong stocks such as Tencent. The finale will be the construction of my ideal conflict-hedged Hong Kong long portfolio.”
