Li Auto: Best-Of-Breed EV Start-Up

Group 1 - The focus is on high-risk, high-reward investment opportunities, particularly in the technology sector [1] - The portfolio includes significant holdings in Bitcoin, Tesla, Google, Amazon, and Nvidia, indicating a preference for companies with asymmetric long-term upside potential [1] Group 2 - There is a beneficial long position in the shares of companies like LI and NIO, suggesting a positive outlook on these stocks [2]