Tag Archive: Ren Zhengfei

Huawei Competitive Advantages and Moat Analysis

In previous posts, I have discussed the management and financial performance of Huawei. If you are interested, please go to review, and any suggestions are welcomed. Today, I want to focus on discussing about the moat from my perspective. Moat analysis is very important for value investment, since it can provide you an insight for how long this company can enjoy wonderful profits. After witness Huawei fast development in the past years, I think the moat of Huawei concentrates on…
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Loyalty and Competitive Management in Huawei

Huawei has 29 years history, Ren Zhengfei has insisted on building on process based management system since beginning, such as LTC, IPC, ISC, etc. Ren Zhengfei clearly understand that if Huawei becomes the most successful company around the world, and lives a long time after he gone, the company should rely on process, not hero. Now, Huawei have different process to support sales, R&D, customers relationship, and interworking with each other smoothly, which enables around 180K employee work hard for…
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Huawei, a great company for value investors

I put Huawei as first Chinese company analysis in my blog, not only because I am familiar with this company, but also for my deeply respect for this company. The only problem is Huawei is not IPO in any public market, however, I believe Huawei is good bench mark company for other Chinese companies to learn. Huawei has developed very successfully since it’s been found in 1988 by Ren Zhengfei. After 29 years development, the revenue of 2016 is 520…
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Some thoughts on vision, business, and investment

Let’s start with a scenario: when you travel in a strange place and get lost, luckily you find a road sign, however, there are many complex directions on it. What will you do next? I think many people will try different ways in short distance and back to the original place in the end. Another example I believe most people tried when they are kids: close your eyes even in a wide straight road and try to find how long…
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