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Buffett and Munger：How to Catch Best Investment Opportunities when 5G is Coming?

November 15, 2019 0 Comments

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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Investment Classics

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What is the Most Fun Personal Investment Buffett and Munger have ever Made?

November 15, 2019 0 Comments

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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Investment Classics

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Huawei VS America: Why Huawei is not Defeated in Sino-US trade war

October 28, 2019 0 Comments

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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Some Thoughts

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Xiaomi, Build Largest Consumer IoT Platform, Make Quality Technology for Everyone

October 22, 2019

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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Chinese Company

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The Competitive Advantages and Moat Analysis of Ping An

October 21, 2019 0 Comments

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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Chinese Company

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Ping An, a World-Leading Technology-Powered Retail Financial Services Group

October 15, 2019 0 Comments

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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Chinese Company

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Alibaba, the Operating System for Commerce, Make Business Easy Anywhere

October 8, 2019 0 Comments

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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Chinese Company

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One Man, 20 years, One City – Huaxi Yelang Gu

October 8, 2019 0 Comments

During Guoqing Festival, I have traveled to Gui Zhou Province for 6 days. On my second day, I went to Qingyan town and Huaxi Yelang gu, since the two places is near. Actually, Huaxi Yelang gu strike me most, not for its beauty, but for the man behind it.  Peilun Song is an artist, more than 50 years old, give up his good life in USA  and spend all his savings for Yelang Gu. He didn’t purse economy benefit, but…
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Travelling

Peter Lynch: Horizon Matters Most When Talking about Market Timing

July 5, 2019 0 Comments

The market itself is very volatile. We’ve had 95 years completed this century. We’re in the middle of 1996 and we’re close to a 10 percent decline. In the 95 years so far, we’ve had 53 declines in the market of 10 percent or more. Not 53 down years. The market might have been up 26 finished the year up four, and had a 10 percent correction. So we’ve had 53 declines in 95 years. That’s once every two years….
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Investment Classics

The US-China Trade War: A Big Threat for Investing in China?

June 3, 2019 0 Comments

Since US-China trade war beginning last year, the two side held several rounds negotiation for more than one year. When everyone think the war will be ended in May, the US government posed strong malicious proposition towards Chinese high tech companies, such as Huawei, Hikivison, Yitu, DaHua, etc.  The prohibition of purchasing CPU, software almost killed ZTE last year.  There are many news about US-China trade war, and it’s very clear now that the war will not end in a…
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Some Thoughts

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