An addition in regards to the prior post about the portfolio.
I was also aggressively buying Chinese assets as Xi entered his new term and markets panicked.
The portfolio appreciated by 35% following this trade. I still own some of this business like $BABA.

I then started adding to my South American exposure and in particular Brazil. ( $MELI, $STNE..)
I hope to some day be able to invest in other economies within Asia such as India or South Korea (missed the planned buy of businesses like $CPNG).

Africa will become a focus eventually but not during the curr cycle as I am not educated enough to make an impactful decision in this space.
My investment philosophy remains buying the best businesses with long runways when they become hated by all just “because they have been”

My investment philosophy was built over the past years now which I would characterize as a mix of:
•Soros
•Druckenmiller
•Munger
•Buffett
•Jim Rogers
•Chandler brothers
•Howard Marks

My book:
•A concentrated core of great businesses bought during tumultuous times. (Portfolio above)
•Special situations asymmetric bets(China like $XPEV(closed))
•Long/Short via small cap dilution intraday and swings( $BBBY, $RIVN, $DWAC(all closed))