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Huaqiang North, the Center Hub of Electronics and a Glimpse of Shenzhen Past

Huaqiang North, is just a narrow street in Futian area of Shenzhen, however, it means a lot to the electronics industry just like the meaning as Wall street to finance. It is said, in the prime time, more than half of the foreign trade of electronics in China is from Huaqiang North. Especially, in the 2000, people are pouring into Huaqiang North, and dream to get rich by working here. Indeed, numerous of famous companies and billionaires are born here,…
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Huawei and Samsung: Who is a More Iconic Global Smart Device Brand

Every smart device vendor will take Apple as their teacher and first competitor. However, as we see Huawei has achieved great success in recent year, especially in smart devices area. If you ask me which is the first competitor of Huawei, I would say Samsung.  My opinion is based on several factors: The market share, and let’s see the latest Q3 phone market share results of 2019  from Canalys:  Market share leader Samsung shipped 11% more smartphones than it did…
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Haier Business Analysis: Leading Global Home Appliance Company from China

Haier is one of the most successful global company from China, not only because it’s one of the earliest brand go abroad, but near 50% percent of its revenue from foreign Countries. In contrast, GREE, another home appliance in China and similiar revenue size with Haier, made only less than 10% revenue from abroad.  Haier is a leading global home appliance manufacturer headquartered in Qingdao, China. Haier  designs, manufactures and sells a wide range of household appliances including refrigerators, freezers, washing…
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Buffett and Munger:How to Catch Best Investment Opportunities when 5G is Coming?

In this year Berkshire Hathaway annual meeting, a question was brought up: 5G is coming. It is said that the mode of all industry will be challenged in 5G era. So, what is the core competence that we should master, if (unintelligible) wants to catch the best investment opportunities in this era.  However, Warren Buffett didn’t give a straight answer for 5G, instead, he stressed about many changes in the past, and how to adapt. Let’s see how Warren Buffett and…
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What is the Most Fun Personal Investment Buffett and Munger have ever Made?

In this year Berkshire Hathaway annual meeting, Warran Buffett and Charlie Munger have answered an interesting question: outside of Berkshire Hathaway, what is the most interesting or fun personal investment you have ever made? Let’s see how they answered: WARREN BUFFETT: Well, they’re always more fun when you make a lot of money off of them. (Laughter) Well, one time, I bought one share of stock in the Atled Corp. That’s spelled A-T-L-E-D. And Atled had 98 shares outstanding and I…
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Huawei VS America: Why Huawei is not Defeated in Sino-US trade war

In my previous post, I have discussed my opinion about the Sino-US trade war, my conclusion is clear that China will not suffer a lot during the trade war, and in contrast, US need to stop this for its own benefit, since globalization is a big trend that not a single country can reverse.  The landmark event is Huawei Q3 financial report, that the three quaters of revenue performance of Huawei is up 24%, and the sales unit of Huawei…
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Xiaomi, Build Largest Consumer IoT Platform, Make Quality Technology for Everyone

Xiaomi was founded in April 2010 by Lei Jun and several other partners. At the beginning, Lei Jun was a fan of Steve Jobs, and aim to make Xiaomi a great global company like Apple. So when you learn Xiaomi history and products, you can see the similiarities between Xiaomi and Apple, such as the store, the products show event, ecosystem, etc. Inevitatibly, Huawei is one of the major competitors that Xiaomi faced domestically and abroad. Xiaomi grew very fast…
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The Competitive Advantages and Moat Analysis of Ping An

Last week, I went to 4S shop to renew my car insurance, as the insurer sold different companies insurances, I asked which companie car insurance was sold most in her mind. The girl just give me a quick reply: Ping An, and around 70% of her customers adopts Ping An insurance. OK, that’s maybe just one special case, however, more and more people chooses Ping An as their insurer.  As I mentioned in my another post : Ping An, a World-Leading…
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Ping An, a World-Leading Technology-Powered Retail Financial Services Group

Ping An is an originated Shenzhen enterprise, and is as famous as Huawei, Tencent, and Vanke. All of them start from Shenzhen, and provide products or services in China and all over the world. In Shenzhen, the highest building is Ping An Mansion Ping An is founded in 1988 by Ma Mingzhe, at first, Ping an only provides Property & Casulty insurance in She Kou, Shenzhen. After serveral years of learning from abroad, Ping An launches Life & Health insurance…
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Alibaba, the Operating System for Commerce, Make Business Easy Anywhere

Alibaba is the largest enterprise in China by market capital right now, and it only has 20 years history, which aim to last at least 102 years. The most important founder, Jack Ma, is like a rock star. In China, Alibaba and Tencent provides the digital life and transformed everyone’s life. Alibaba aim to build the operating system for commerce, and buying items online is a basic lifestyle. Tencent has built infrastructure for social life online, everyone’s phone has Wechat or…
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