Often considered the online TJX of China, Vipshop (“VIPS”) is the leading online discount retailer of apparel, cosmetics, and home goods products in Mainland China. The company boasts a growing ecosystem of 44M quarterly active customers, more than 20K brand partners and almost 200B of annual Gross Merchandise Value (“GMV”). Eric Shen and Arthur Hong founded the company in 2010, after spending 35 years collectively working in consumer electronic products...

Magnolia Oil & Gas (NYSE: MGY) is a small oil producer and a great long-term investment for retail investors and small funds, who want to not only take advantage of oil price increases in the near future but also look for a long-term addition to their energy portfolios. The company has strong and predictable cash flows even at low oil prices. We initiated a new position in $MGY in 2020...