When will Covid Cases and Lockdown in Shanghai allow Tesla GigaFactory Shanghai to resume production? ? Please consider to support our channel and become a Patreon and help our channel throughout this crisis and enable us to create more content: https://www.patreon.com/DONGXii ? THANK YOU! ? For Patreon Tiers above 10 USD / month (like NIO Gang), you'll get access to our investors community. In addition to Patreon, where I will continue to make Patreon-only content and posts like this, the community feature is meant to: - Enabling members to make their own posts and giving their thoughts and ideas and posting news - something which is not possible with the Patreon website. - I am adding daily insights on ad-hoc topics - I am posting my buys and sells - A member group chat ///////////////////////////////////////////////////////////////////////////////////////// Watch more of our content and also check the channel lists: My initial investment thesis and price target for Baidu Stock: https://youtu.be/E8ebIdJH5iU Why I think Bitcoin will be my next 10X Investment: https://youtu.be/oPjkirjRTD8 Why I think Huami is a 10X Stock: https://youtu.be/vDzz_T-h-ec Why Battery Swapping is NOT a dumb idea: https://youtu.be/ay5E37oaFTg How NIO is different to Tesla: https://youtu.be/8B07itMRoK8 NIO E-Commerce: https://youtu.be/HhNYHj8yPNo NIO and Tencent: https://youtu.be/4GWYJlCuwXQ NIO and Suning: https://youtu.be/meWxCzz1mzU NIO Approach to Autonomy: https://youtu.be/MV7os-O4mQY NIO 300 USD Price Target by Baillie Gifford: https://youtu.be/NQ_I5YrVnZg A big Shift. Why I Invest more in China: https://youtu.be/hBNUVxM_o_A //////////////////////////////////////////////// You can also find us on Linkedin: https://www.linkedin.com/in/marcelmuench/ https://www.linkedin.com/in/miriamtheobald/ For exclusive access to our DONGXii network please dm us directly on Linkedin - thanks! https://network.dongxii.com/ Our Twitter: http://twitter.com/_mm85 (Marcel Münch) https://twitter.com/dongxii_com Our Website: https://www.dongxii.com/ Disclaimer: None in our videos is investment advice. Trading stocks is risky and can lead to losing your investment. In our videos we talk about our personal experience and own opinion and it is not advice to buy, sell or hold any stock or securities mentioned. #Tesla #Shanghai #Lockdown ... https://www.youtube.com/watch?v=oT9rFY_Lh-8

An update to my portfolio companies and why they are on the move right now, covering: NIO Stock Action ZEPP Health climbing Xunlei XNET Stock Breakout Bitcoin back in uptrend And a bit of Tesla :) ? Please consider to support our channel and become a Patreon and help our channel throughout this crisis and enable us to create more content: https://www.patreon.com/DONGXii ? THANK YOU! ? For Patreon Tiers above 10 USD / month (like NIO Gang), you'll get access to our investors community. In addition to Patreon, where I will continue to make Patreon-only content and posts like this, the community feature is meant to: - Enabling members to make their own posts and giving their thoughts and ideas and posting news - something which is not possible with the Patreon website. - I am adding daily insights on ad-hoc topics - I am posting my buys and sells - A member group chat ///////////////////////////////////////////////////////////////////////////////////////// Watch more of our content and also check the channel lists: My initial investment thesis and price target for Baidu Stock: https://youtu.be/E8ebIdJH5iU Why I think Bitcoin will be my next 10X Investment: https://youtu.be/oPjkirjRTD8 Why I think Huami is a 10X Stock: https://youtu.be/vDzz_T-h-ec Why Battery Swapping is NOT a dumb idea: https://youtu.be/ay5E37oaFTg How NIO is different to Tesla: https://youtu.be/8B07itMRoK8 NIO E-Commerce: https://youtu.be/HhNYHj8yPNo NIO and Tencent: https://youtu.be/4GWYJlCuwXQ NIO and Suning: https://youtu.be/meWxCzz1mzU NIO Approach to Autonomy: https://youtu.be/MV7os-O4mQY NIO 300 USD Price Target by Baillie Gifford: https://youtu.be/NQ_I5YrVnZg A big Shift. Why I Invest more in China: https://youtu.be/hBNUVxM_o_A //////////////////////////////////////////////// You can also find us on Linkedin: https://www.linkedin.com/in/marcelmuench/ https://www.linkedin.com/in/miriamtheobald/ For exclusive access to our DONGXii network please dm us directly on Linkedin - thanks! https://network.dongxii.com/ Our Twitter: http://twitter.com/_mm85 (Marcel Münch) https://twitter.com/dongxii_com Our Website: https://www.dongxii.com/ Disclaimer: None in our videos is investment advice. Trading stocks is risky and can lead to losing your investment. In our videos we talk about our personal experience and own opinion and it is not advice to buy, sell or hold any stock or securities mentioned. #NIO? Please consider to support our channel and become a Patreon and help our channel throughout this crisis and enable us to create more content: https://www.patreon.com/DONGXii ? THANK YOU! ? For Patreon Tiers above 10 USD / month (like NIO Gang), you'll get access to our investors community. In addition to Patreon, where I will continue to make Patr ... https://www.youtube.com/watch?v=UNZhQmF2RMA

In this video I talk about my risk managing approach that includes the China risk - like recent crackdowns and regulations and also valuation risk as well as execution risk. All to help you understand how to deal with the issues in the market. ? Please consider to support our channel and become a Patreon and help our channel throughout this crisis and enable us to create more content: https://www.patreon.com/DONGXii ? THANK YOU! ? For Patreon Tiers above 10 USD / month (like NIO Gang), you'll get access to our investors community. In addition to Patreon, where I will continue to make Patreon-only content and posts like this, the community feature is meant to: - Enabling members to make their own posts and giving their thoughts and ideas and posting news - something which is not possible with the Patreon website. - I am adding daily insights on ad-hoc topics - I am posting my buys and sells - A member group chat ///////////////////////////////////////////////////////////////////////////////////////// Watch more of our content and also check the channel lists: My initial investment thesis and price target for Baidu Stock: https://youtu.be/E8ebIdJH5iU Why I think Bitcoin will be my next 10X Investment: https://youtu.be/oPjkirjRTD8 Why I think Huami / ZEPP Health is a 10X Stock: https://youtu.be/vDzz_T-h-ec Why Battery Swapping is NOT a dumb idea: https://youtu.be/ay5E37oaFTg How NIO is different to Tesla: https://youtu.be/8B07itMRoK8 NIO E-Commerce: https://youtu.be/HhNYHj8yPNo NIO and Tencent: https://youtu.be/4GWYJlCuwXQ NIO Approach to Autonomy: https://youtu.be/MV7os-O4mQY NIO 300 USD Price Target by Baillie Gifford: https://youtu.be/NQ_I5YrVnZg A big Shift. Why I Invest more in China: https://youtu.be/hBNUVxM_o_A //////////////////////////////////////////////// You can also find us on Linkedin: https://www.linkedin.com/in/marcelmuench/ https://www.linkedin.com/in/miriamtheobald/ For exclusive access to our DONGXii network please dm us directly on Linkedin - thanks! https://network.dongxii.com/ Our Twitter: http://twitter.com/_mm85 (Marcel Münch) https://twitter.com/dongxii_com Our Website: https://www.dongxii.com/ Timestamps: 0:00:00 Introduction 0:01:30 The China Risk. How can we trust China? VIE Structure. Regulatory & Sector Risk. 0:02:30 China Macro Understanding: History, Values … 0:03:35 Why the Crackdown on Education? 0:06:20 Which are Sectors at Risk in China? 0:08:35 Basic Due Diligence Framework: China Risk + Valuation Risk + Execution Risk. 0:09:50 NIO’s Risk 0:19:00 How to deal with Red Flags and High Risks like Luckin Coffee ($LKNCY) 0:20:55 E-Com: How risky is Alibaba ($BABA)? 0:23:35 E-Com: Is Pinduoduo ($PDD) at Risk? 0:25:39 Cloud Computing: Xunlei ($XNET) Risk 0:29:47 Healthcare: ZEP ... https://www.youtube.com/watch?v=jhRtYvNqeH4

Talking through the Huami Fireside Chat outcomes and what I think the biggest news: Huami's move towards the insurance business. ? Please consider to support our channel and become a Patreon and help our channel throughout this crisis and enable us to create more content: https://www.patreon.com/DONGXii ? THANK YOU! ? For Patreon Tiers above 10 USD / month (like NIO Gang), you'll get access to our investors community. In addition to Patreon, where I will continue to make Patreon-only content and posts like this, the community feature is meant to: - Enabling members to make their own posts and giving their thoughts and ideas and posting news - something which is not possible with the Patreon website. - I am adding daily insights on ad-hoc topics - I am posting my buys and sells - A member group chat ///////////////////////////////////////////////////////////////////////////////////////// Watch more of our content and also check the channel lists: My initial investment thesis and price target for Baidu Stock: https://youtu.be/E8ebIdJH5iU Why I think Bitcoin will be my next 10X Investment: https://youtu.be/oPjkirjRTD8 Why I think Huami is a 10X Stock: https://youtu.be/vDzz_T-h-ec Why Battery Swapping is NOT a dumb idea: https://youtu.be/ay5E37oaFTg How NIO is different to Tesla: https://youtu.be/8B07itMRoK8 NIO E-Commerce: https://youtu.be/HhNYHj8yPNo NIO and Tencent: https://youtu.be/4GWYJlCuwXQ NIO and Suning: https://youtu.be/meWxCzz1mzU NIO Approach to Autonomy: https://youtu.be/MV7os-O4mQY NIO 300 USD Price Target by Baillie Gifford: https://youtu.be/NQ_I5YrVnZg A big Shift. Why I Invest more in China: https://youtu.be/hBNUVxM_o_A //////////////////////////////////////////////// You can also find us on Linkedin: https://www.linkedin.com/in/marcelmuench/ https://www.linkedin.com/in/miriamtheobald/ For exclusive access to our DONGXii network please dm us directly on Linkedin - thanks! https://network.dongxii.com/ Our Twitter: http://twitter.com/_mm85 (Marcel Münch) https://twitter.com/dongxii_com Our Website: https://www.dongxii.com/ Disclaimer: None in our videos is investment advice. Trading stocks is risky and can lead to losing your investment. In our videos we talk about our personal experience and own opinion and it is not advice to buy, sell or hold any stock or securities mentioned. #HMI #Huami #DONGXii ... https://www.youtube.com/watch?v=NxOH3JAnat8