Kerrisdale Capital, an investment management firm, published its second quarter 2021 investor letter – a copy of which can be downloaded here. The fund talked about two Chinese companies, and the Chinese internet market as a whole in its Q2 2021 investor letter. You can view the fund’s top 5 holdings to have an idea about their top bets for 2021.
In the Q2 2021 investor letter of Kerrisdale Capital, the fund mentioned UP Fintech Holding Limited (NASDAQ: TIGR), and discussed its stance on...