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Bill Huang Profile
Bill Huang

@Billhuang1223

Followers
1K
Following
705
Statuses
1K

Derivative Thinker, Unconstrained.

Beijing
Joined May 2014
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@Billhuang1223
Bill Huang
7 months
I am long Watches of Switzerland Group $WOSG with 42% of my portfolio. Link at the usual place.
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@Billhuang1223
Bill Huang
7 months
Will release a $WOSG write up tmr on the s*stack focused on disintermediation/DTC risk. I look at the issue from a diff viewpoint than most of fintwit I think.
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@Billhuang1223
Bill Huang
3 days
@investingichina 男怕入错行
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@Billhuang1223
Bill Huang
3 days
@pandawatch88 bro obviously never actually used baidu before
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@Billhuang1223
Bill Huang
6 days
RT @ContrarianCurse: Momentum is a durable factor because when something inflects higher, it is very difficult to put a pin in how high and…
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@Billhuang1223
Bill Huang
7 days
😂😂😭
@Geiger_Capital
Geiger Capital
7 days
The 20 y/o DOGE geniuses finding out that our country is run by 55-70 year olds who can’t use a computer without their grandson’s help.
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@Billhuang1223
Bill Huang
7 days
@WTCM3 Porsches don’t sell in China
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@Billhuang1223
Bill Huang
8 days
@dungeoninvest That’s true. Agreed
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@Billhuang1223
Bill Huang
8 days
@dungeoninvest I think Its more about if you put too much constraints on yourself(being politically correct), it affects your ability to be creative and you will only be able to output bland garbage like the veilguard plot.
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@Billhuang1223
Bill Huang
8 days
@andrewcoye i don't like it either. Their reasoning is so they wont be too focused on the short term.
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@Billhuang1223
Bill Huang
10 days
@Ross__Hendricks @zoomyzoomm This has to be the most retarded take I’ve ever heard on $PDD
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@Billhuang1223
Bill Huang
11 days
@famavott @orrdavid he answered. People who was running the country the last 4 years.
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@Billhuang1223
Bill Huang
12 days
@selfcareisone @philoinvestor opal is a game changer fr
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@Billhuang1223
Bill Huang
14 days
@zoomyzoomm damn how much did u borrow
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@Billhuang1223
Bill Huang
16 days
@antarcticapital No it can’t, but it also doesn’t need to. Valuation is dirt cheap and it’s the only ecom company out of the 3 gaining share right now.
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@Billhuang1223
Bill Huang
17 days
@Tintincapital 😂😂
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@Billhuang1223
Bill Huang
17 days
@antarcticapital $PDD this is the best management you will find in China
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@Billhuang1223
Bill Huang
17 days
@rubicon59 Can’t u run it locally
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@Billhuang1223
Bill Huang
23 days
@1ChartMaster How do you utilize the RS rating?
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