Hillope Capital Letters
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Q3 2023 Results and Thoughts
Dear Investors, Below is the return summary for Q3 2023, as well as the breakdown of top holdings: Key Portfolio Updates During the quarter, I have…
Nov 20, 2023
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Hillope Capital
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Q3 2023 Results and Thoughts
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Q2 2023 Results and Thoughts
Dear Investors, Below is the return summary for Q2 2023, as well as the breakdown of top holdings: Key Portfolio Updates During the quarter, I have…
Sep 11, 2023
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Hillope Capital
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Q2 2023 Results and Thoughts
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Q1 2023 Results and Thoughts
Dear Investor, Below is the return summary for Q1 2023, as well as the breakdown of top holdings: I do not pay much attention, if any at all, to…
Jun 6, 2023
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Hillope Capital
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Q1 2023 Results and Thoughts
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New Journey in 2023 - Hillope Capital Letters
A formal investor letter to track my performance and share my thoughts
Dec 31, 2022
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Hillope Capital
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New Journey in 2023 - Hillope Capital Letters
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Berkshire Hathaway vs. KKR
The key differences between value investing and private equity
Jan 13, 2022
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Hillope Capital
5
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Berkshire Hathaway vs. KKR
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AK Medical/爱康医疗 (HK: 1789)
A Leading Orthopaedic Implants Business in China
Aug 23, 2021
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Hillope Capital
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AK Medical/爱康医疗 (HK: 1789)
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A Black Swan Event on Renrui?
Or is it?
Jul 7, 2021
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Hillope Capital
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A Black Swan Event on Renrui?
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Renrui HR / 人瑞人才 (HK: 6919)
Leading flexible staffing provider in China; huge macro-economic tailwind; excellent ROIC; Strong owner-operator with various growth optionality
Apr 25, 2021
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Hillope Capital
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Renrui HR / 人瑞人才 (HK: 6919)
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Hillope Capital Letters
Journey to find value in stocks and wisdom in life.
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