Investment Research Portfolio
Independent research on companies, emerging markets and digital assets.
I’m Justina (Yijia) Liu, an Economics and Computer Science student at New York University and an Investment and Portfolio Analyst at Inception Capital. Here I publish my independent research, from company deep dives and emerging-market theses to digital-asset analysis, alongside essays on money, ethics and society.
Research coverage
- Company analysis
Mercado Libre, Macy’s, Uber vs. Lyft, Home Depot - Emerging markets
Argentina - Digital assets
Bittensor (TAO), Grass, Hyperlane, Ethereum
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Latest note
Mercado Libre (Meli): Mispriced Compounder
Featured Research
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Mercado Libre (Meli): Mispriced Compounder
Executive Summary Mercado Libre is a Latin American dominant e-commerce and fintech platform (similar to Amazon but for the LATAM population) that operates across 18 countries with primary revenue concentration in Brazil (55%), Mexico (22%), and Argentina (18%). Mercado Libre…
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Perspectives
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Intersection of Education and Artificial Intelligence (AI)
The emergence of Artificial Intelligence has brought many improvements to our lives, but it also raises serious concerns – especially in education.…
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WOMEN & CORPORATEs
Women have made significant contributions to society yet continue to face systemic inequalities. Despite advancements in rights and opportunities, they grapple with…
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Money: A Double Edged Sword
The author reflects on their conflicted relationship with money, initially viewing it as corruptive, yet later acknowledging its necessity for alleviating struggles…
Looking for earlier writing? Essays on philosophy and the arts, opinion pieces and poetry are kept in the archive.