Jay GaoRENN: lawsuit special situation involving SoFi, Chamath, and SoftBankSummary12 min read·Apr 27, 2021----
Jay GaoHRBR: No big deal just an airline trading at 0.8x EBITDAR03/01/21 Trading Update:12 min read·Apr 1, 2021----
Jay GaoUndervalued gem that IPOed at literally the worst time ever: LVJI (short version)Market leading and profitable travel SaaS that IPOed 2 weeks before national lockdown with 2.8x potential upside and limited downside22 min read·Oct 20, 2020----
Jay GaoUndervalued gem that IPOed at literally the worst time ever: LVJI (full version)Market leading and profitable travel SaaS that IPOed 2 weeks before national lockdown with 2.8x potential upside and limited downside24 min read·Oct 20, 2020--2--2
Jay GaoWhen life gives you LMND, do you invest?Hot off a blockbuster IPO, is this InsurTech startup a buy or a bad lemon?15 min read·Aug 12, 2020----