Things are changing…for the better!
As you might have already seen, “The Deep Dive Newsletter” has changed its name to “The Global Investor Newsletter”.
Why have I decided to rebrand the newsletter? Well because that “I” now becomes a “We”. I am pleased to welcome BuyandHold (B&H) as a new contributor to the newsletter. His knowledge on China and emerging markets (such as Latham) clearly widens the reach of the newsletter which is exactly why we think that the new name fits better.
With B&H’s incorporation, we break the frontiers of the United States (yes, I know Fiverr is from Israel but you get me) and allow readers to discover very interesting companies in other countries. Even if you are not planning to invest in these geographies, reading the articles will also be worthwhile because you can always learn from innovative and different business models.
The foundations of the newsletter are not going to change as we will still focus on deep dives, company specific articles and earnings digests
To kick things off, B&H has written an extensive deep dive on JD.com which will be released tomorrow (Monday 2nd of August). I personally (Invesquotes) knew nothing about JD and this article was a great way of getting to know the company.
We hope that you enjoy the new content as we are excited for new things to come!
Stay well!
IQ and B&H