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Leonid Mironov

Portfolio Manager, Gavekal Capital
· tracked since May 2026
Calls
2
Win Rate
0.0%
Return
-15.2%
Calls 2 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 2
Best Calls
No live winners yet
Worst Calls
FXI long -15.2%
Most Mentioned
FXI ×1
LITHIUM ×1
ALUMINUM ×1
Recent Calls
LITHIUM long 1 month ago
Aluminum long 1 month ago
FXI long 1 month ago
Win Rate 0% Long 2 Short 0
Win Rate
7d 0%
30d 0%
90d —
Average Return -15.2% Long Return -15.2% Short Return -
Average Return
7d -5.4%
30d -9.8%
90d —
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
FXI iShares ... iShares China Large-Cap ETF
Long
May 10
$37.24
-15.2%
China stocks are a buy
Chinese equities are attractive because anti-involution policies are ending producer price deflation, leading to PPI inflation, healthier earnings, and a more responsive consumer. Market reforms incentivize dividends and buybacks, and net issuance turned negative for the first time. Consumer savings are huge and only 7% in equities, poised to flow in as inflation erodes cash.
Macro
YOUTUBE
LITHIUM Lithium ... Lithium (Commodity)
Long
May 10
$90.17
-
Lithium shortages ahead
Lithium is likely to see shortages as early as second half of 2026 due to strong demand from EVs and storage, while anti-involution limits supply expansion. Prices are not stuck at current lows and will rise to incentivize new projects.
Other
YOUTUBE
Showing 2 of 2 picks · sorted by mentions

Leonid Mironov has 2 trade ideas tracked on Buzzberg across 2 tickers since May 2026. Most covered: FXI, LITHIUM, ALUMINUM.