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Iris Chen

China internet and ADRs

Iris Chen

China policy, ADR sentiment, and valuation resets in internet and consumer names.

Verified@irischen2,404 subscribersSince Sep 2023

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2 notes BABA focused letter1-5 days average holdDefined risk
FreeADR watchBABAApr 20

BABA Watch: China Setup I Am Tracking

Iris Chen breaks down the current BABA setup, the key level that matters next, and what would make the thesis stronger.

WatchHigh convictionHigh risk 4 min read
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PaidPremium noteBABAApr 19

Premium: BABA Risk Map and Subscriber Notes

Subscribe to unlock Iris's full BABA risk map and subscriber-only comments.

WatchLow convictionLow risk 15 min read
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