WSO Alpha

Long term thesis still in tact. Still a high growth riskier play but the risk-reward at this price hard to resist View Trade

Back in the summer of 2017, I was sitting across a long wooden table from one of Zurich’s leading independent wealth advisors. Over his back shoulder, the sun was shining on Lake Zurich, with a mix of modern and medieval buildings dotting the shoreline. I’d...

Thesis hasn't changed long term and we think this will be one of our best performing growth stocks long term View Trade

Replaces sold position with general payment toll road biz model with more downside protection and strong moat View Trade

Take a nice gain + rotation out of a stock that is more dependent on corporate travel and more into a general payment toll road View Trade

Chinese stocks have been getting crushed. That includes the worst two-day decline since 2008: The latest crash came after Chinese leaders decided the country’s after-school tutoring companies could no longer turn a profit. The news sent US-listed stocks like New Oriental Education (EDU) down -85%...