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Thinking about China influence on Chinese Spring Festival 

Today is Chinese Spring Festival day, Happy Chinese new year to all my friends! In the last two days, when I have lunch, I see the local filippinos are showing Chinese traditional dragon and lion dance to all the people in the restaurant to celebrate Chinese new year. At that moment, I feel very proud because I know my country China is having more and more influence worldwide now. If a country is called superpower, and having bright future, I…
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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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Philippines promising future lies ahead…

Future is always hard to predict in short term, but not that hard in a long term. There are numerous factors influencing the economy, and not all people have crystal ball. As I have said before, the current Philippines is very similar with China in 1990: large young population, no industry base, poor economy. The reason why I have confident in Philippines promising future is because of Filippino people, there are around 100 million people, and the average age is…
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Travel and live in Philippines

Due to work reasons, I have lived in Philippines for over one year now. When I came here, I think Philippines is very similar as China in 1980s. Many young people everywhere, and most people live in very poor condition. However, there are also modern places in Manila, such as Makati, BGC, etc, high-end shopping mall, and beautiful beach resort, which shows great wealth disparity. This pic shows large slums area in Manila. This pic shows high modern buildings in…
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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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Hello, 2017

2016 is just past, and welcome 2017! To me, I have plenty of memories in 2016, both good and bad. For investment philosophy, I have become more confidence in value investment; for invest in Chinese stock market, I also have some profit based on my investment philosophy and framework. The Snowball book and Warren Buffet to shareholder letter provides me a more comprehensive insights in investment. Thank you, Warren! And wish you always keep healthy and happy. 2017 starts from…
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