sumeria

Congrats. I bought Delong after reading your notes. Thanks again! Though a tad late, I am nevertheless sitting on a decent profit. But Delong makes up less than 10% of my portfolio value. I also own AEM, which however, is now under water. But AEM makes up less than 2% of my portfolio as I had taken profit on a big portion of it. Am keeping Delong after having met Ding at the AGM, with his buying over of the Russian's stake recently further cementing my confidence that the fear factor for Delong is overly suppressing its share price.

vincent_wong

Reply to @sumeria : you're welcome, it is your own understanding of the business that makes you buy the stock: ) hopefully one day we will catch up and talk about investing.

diyquant

Nice write up and impressive returns. so far I know, you have the highest returns in IN. I'm aiming for high returns too. I'll follow you and pace you =)

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