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Guinea Value Investments

Investment Letters and Ideas

Strategy

Case in Point

Become a Client

Investment Letters and Ideas

Q2 Investor Letter -- Two Worlds of Equities

Q2 Investor Letter -- Two Worlds of Equities

Q2 Investor Letter -- Two Worlds of Equities

The Opposite Treatment of US and Chinese Equities

Jingshu

Jun 30, 20237 min read

Q1 2023 Letter: Close to Our Anniversary

Q1 2023 Letter: Close to Our Anniversary

Q1 2023 Letter: Close to Our Anniversary

Regional financials present attractive opportunities for stock pickers

Jingshu

Apr 1, 20235 min read

Why I Like Regional Banks

Why I Like Regional Banks

Why I Like Regional Banks

And Why I Favor WAL/PA and WBS in Particular

Jingshu

Mar 15, 20237 min read

Copy of Long-Term Wealth: Guinea Value Investments Investor Letters

Copy of Long-Term Wealth: Guinea Value Investments Investor Letters

Copy of Long-Term Wealth: Guinea Value Investments Investor Letters

A potential compounder picking low hanging fruits in Minneapolis

Jingshu

Feb 22, 20237 min read

Seize the Deep Value Opportunities

Seize the Deep Value Opportunities

Seize the Deep Value Opportunities

When Should We Concentrate? Excerpts From 22Q4 Letters

Jingshu

Jan 14, 20237 min read

My Investment Approach and Underlying Philosophy

My Investment Approach and Underlying Philosophy

My Investment Approach and Underlying Philosophy

Excerpts From My First 3Q 22 Investor Letter

Jingshu

Jan 14, 20239 min read

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