Conversations with Jaguars – January 26 ($OCFT, $TFII, $TTWO)

Reiterating bull case for $OCFT which was covered first time back in October in Episode 6 of Chinese Tech Demystified series. Volume profile is improving, and fundamentally margins are rising and revenue growth accelerated to +50% YoY. $TIFF was covered on home page in August and stock had massive breakout yesterday after acquiring $800M business which boosts revenues sharply. Preview of upcoming first episode of $TTWO under new series launching soon.