CaveatEmptor’s Substack

A Saber Capital investment journal

Investing, Markets and Business

Asian Tech Equity Research

Small- and micro-cap investment ideas, primarily European.

We listen to crypto podcasts, we write notes, we share them.

Exploring the long-term prospects of the businesses behind stocks.

Innovations in commerce from mainland China (ecom, retail, brands)

The world's first cloud museum.

Bridging the gap between the world's most important industry, semiconductors, and business.

Translation of the best product & company building advice shared by successful Chinese Internet entrepreneurs.

Investing in businesses that reflect our best vision for our future, changing and shaping the world for the better.

Chinese tech longform analysis

Detailed write-ups on 65+ public companies that have high return on incremental capital & long runway for reinvestment

Breaking down business models and how technology is changing them. Occasional dad jokes.