Episode Synopsis "Starting positions in two Chinese SaaS companies"
Explaining my thought process as I invest in two Chinese SaaS companies - Aurora Mobile $JG and WiMi Hologram Cloud $WIMI. Also a short comment on my current thinking around one of my most profitable trades, $FUTU. At time of podcast, $JG is at 5.75 and $WIMI is at 10.03. As you can hear in the podcast, I am far more worried about WIMI than $JG, so I intend to sell $WIMI if it gets near $15 or so.