Archive - JB Global Capital

Q2 2025 Investor Letter

Would Martians Wear Shoes?

6 hrs ago •

April 2025

Q1 2025 Investor Letter

Outperformance through Contrarianism

Apr 4 •

February 2025

Alibaba Earnings Review

Inflection Point for BABA and Broader Chinese Tech

Feb 23 •

January 2025

Q4 2024 Results and Reflections

"Volatility is the Price of Admission"

Jan 18 •

October 2024

Q3 2024 Investor Letter

A Reflexive Shift in the China Narrative

Oct 2, 2024 •

July 2024

Results & Reflections

Jul 11, 2024 •

May 2024

Selling StoneCo Ltd. (STNE)

Why We Sold Our Position in StoneCo

May 20, 2024 •

Alibaba Group- Q4 FY’24 Review

Prioritizing GMV Growth and Returning Capital to Shareholders

May 15, 2024 •

PayPal’s Q1 2024 Earnings Review

Turnaround in Progress ✅

May 3, 2024 •

April 2024

Results & Reflections

Apr 23, 2024 •

March 2024

JD.com Earnings Review

Improving Fundamentals and Returning Capital to Shareholders

Mar 11, 2024 •

January 2024

In Search of Inefficient Markets

"Fish Where the Fish Are"

Jan 27, 2024 •

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