“Investors’ Beautiful Heaven: how to achieve 23% annual return in 30 years of US stock investing《投資人的美利天堂：30年美股投資，年化報酬23%者的現身說法》” focuses on Andy’s 30-year stock market investment philosophy, exploring how to achieve Buffett-level long-term investment performance. It also explores how Andy achieved an annualized return of 22.76% for 29 consecutive years over the past 30 years.
Supermicro, a repeat offender of scandals, valuation is not justified and unsustanable, no worth for long-term holding
Supermicro has absolutely no autonomy in its business, no moat, ultra-low profit margins, and has been involved in negative scandals “repeatedly”. Competitors are too powerful—it is not recommended to hold it.
Andy Lin’s first US stock book “The Rules of Super Growth Stocks Investing”, ship worldwide, free shipping to Taiwan
“The Rules of Super Growth Stocks Investing《超級成長股投資法則》” has been published in April 2021. The English title is “The Rules of Super Growth Stocks Investing”. Click here to immediately view the flip-book video of the new book “The Rules of Investing in Super Growth Stocks”. Where to place my order? Please click the link “The Rules … Continue reading “Andy Lin’s first US stock book “The Rules of Super Growth Stocks Investing”, ship worldwide, free shipping to Taiwan”
TSMC negative corp culture and management style are toxic detrimental to its future and growth
This article is intended to discuss TSMC negative corp culture and management style from the perspective of investors in TSMC in the US stock market. This is to discuss TSMC’s substantial competitiveness from the perspective of investors outside Taiwan.
Andy Lin’s second US stock book released “The Rules of 10 Baggers”, ship worldwide, free shipping to Taiwan
The Rules of 10 Baggers
How activist shareholders make money?
Activist shareholders, also known as corporate vultures, are sometimes more negatively associated with companies.
Staying away from Tesla to make you safe
investors forgot one thing: Tesla is a car company: How competitive is Tesla in manufacturing cars? Is it profitable to sell cars? What is its market share? What is its future prospect? Investors shouldn’t fool themselves; face the facts! Don’t gamble with your money. Staying away from Tesla to make you safe
“Damn Right”, Charlie Munger’s biography book
The English version, published in 2000, is titled Damn Right! Behind the Scenes with Berkshire Hathaway Billionaire Charlie Munger. There are two Chinese versions of this book titled.
How AeroVironment, US largest UAV vendor, make money?
AeroVironment’s main customers now mostly come from the defense sector, especially the U.S. military. In 2023, the U.S. Department of Defense accounted for about 85% of AeroVironment’s total revenue.
Bain Capital
Bain Capital’s parent company, Bain & Company, was founded in 1973 by William Bain.
Ravikan podcast interview “A Motorcycle for the Mind” for the AI era
A Motorcycle for the Mind is an interview with Naval Ravikant on Apple Podcasts, discussing his views on the impact of the currently popular artificial intelligence. The content is insightful, substantial, and hits the nail on the head. I recommend it to my blog readers; it’s well worth spending fifty minutes listening to.
“Rule Breaker Investing”
The book “Rule Breaker Investing” aims to break the old rules, find the real winners, identify disruptive companies, enter the market, and hold patiently.
High-efficiency filtration in promising industries
During the Lunar New Year holiday, my reader “Chairman” was inspired by several of my posts about AST SpaceMobile, Shopify, Arista, and Broadcom, as well as the content of my book. He sacrificed his holiday to complete this masterpiece: “What stock selection criteria can do High-efficiency filtration in promising industries, even amidst competition from established industry giants, and provide ordinary investors with a high probability of tenfold returns?”
Semiconductor can hardly be overemphasized, it’s top the technology investment
Investors only need to remember one thing: the semiconductor market is only going to get bigger, and its current growth seems to have no boundaries.
AST SpaceMobile turning every phone into a satellite phone
AST SpaceMobile is currently building the SpaceMobile satellite constellation, a space-based cellular broadband network. The goal is to provide direct connectivity to all standard, unmodified smartphones currently in use, achieving global 4G and 5G broadband coverage, especially in remote and underdeveloped areas.