- Long Thesis: Cartrack - A founder-led, market-leading, high-quality SaaS South African telematics business soon to list on the NASDAQ. https://vineyardholdings.net/2021/01/24/cartrack-2/ 12 comments securityanalysis
Linking pages
- Borrowing ideas from funds, part 1 - by Michael Fritzell https://www.asiancenturystocks.com/p/fundideaspart1 22 comments
- Monopolies with Growth: Tencent – Vineyard Holdings https://vineyardholdings.net/tencent/ 13 comments
- China, Semiconductors, and the Push for Independence - Part 1 https://lillianli.substack.com/p/china-semiconductors-and-the-push 0 comments
- China, Semiconductors, and the Push for Independence - Part 2 https://lillianli.substack.com/p/china-semiconductors-and-the-push-de2 0 comments
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