Notes from
the research desk.
A running record of the thinking behind the screens, signals, and positions—plus the mistakes and revisions that make the process better.
written as it happens
Issue 001 / 2026
The first field note.
A focused look at Futu Holdings, its regulatory reset, valuation, and potential upside.
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New notes land only when there is something useful to share. No daily noise, no recycled headlines.