Recent Articles
Likes/Dislikes – February 19, 2021
Below are Evergreen Gavekal's Likes/Dislikes for February 19, 2021.
Likes/Dislikes – February 12, 2021
Below are Evergreen Gavekal's Likes/Dislikes for February 12, 2021.
When a Stock “Goes Viral”
Until recently, the concept of taking someone or something viral was mostly reserved for content creators and influencers on platforms…
When YOLO meets FOMO
A number of years ago, I brought up a stock idea to our investment team because it looked undervalued to…
Likes/Dislikes – February 5, 2021
Below are Evergreen Gavekal's Likes/Dislikes for February 5, 2021.
Likes/Dislikes – January 29, 2021
Below are Evergreen Gavekal's Likes/Dislikes for January 29, 2021.
Supply-Chain Risks For The COVID-19 Vaccine
In a press conference on Tuesday, President Biden announced that the federal government is working to purchase an additional 200…
Schrodinger’s Market, Cognitive Dissonance, and Hyperinflation
Lewis Carrol’s tale summarizes the intuition behind the paradox of quantum superposition: in Schrödinger’s famous thought experiment, a cat can…
Likes/Dislikes – January 22, 2021
Below are Evergreen Gavekal's Likes/Dislikes for January 22, 2021.
Likes/Dislikes – January 15, 2021
Below are Evergreen Gavekal's Likes/Dislikes for January 15, 2021.
Chasing Unicorns: IPOs to Watch in 2021
Over the past two years, we have penned two separate letters highlighting some of the most high-profile Initial Public Offerings…
Likes/Dislikes – January 8, 2021
Below are Evergreen Gavekal's Likes/Dislikes for January 8, 2021.