What should a investment philosophy include?

I found that investment books and media in Taiwan like to use the four words “investment method of mentality”. Mainland China, Hong Kong, or the United States are not like Taiwan. The media like to explore the “investment method of mentality” of successful investors. . However, I personally always think that Taiwan’s translation or use … Continue reading “What should a investment philosophy include?”

Tencent vs. Alibaba

Tencent vs. Alibaba, What do western investors think of these two companies, These two stocks are of indescribable importance in terms of index (representing China’s economy and technology) or substantive (real shareholding purchase).

Apple’s small privacy change caused US stocks evaporate 200 billion U.S. dollars in one day

Please read my previous blog posts first"Why is Apple’s privacy policy so important?"to understand the ins and outs of the whole thing. In short, in 2020, Apple announced the Application Tracking Transparency (ATT) rule, which requires apps to obtain user consent in order to track data, which took effect in April 2021, prohibiting apps from … Continue reading “Apple’s small privacy change caused US stocks evaporate 200 billion U.S. dollars in one day”

The valuation impact of diversity to listed companies

I have always emphasized in the book “The Rules of Super Growth Stocks Investingrowth Stock Investment Rules” that investors do not like all kinds of uncertainties. They like that revenue can be predicted, revenue and profits are easy to estimate, and it is best to have any listed company that has fairly stable growth. As … Continue reading “The valuation impact of diversity to listed companies”

How difficult to be out of the ordinary

We begin this article with a famous quote from Mark Twain: “Whenever you find yourself on the side of the majority, it is time to reform, pause or reflect.” This is even more true in the stock market. The collective IQ of the masses will drop sharply Gustave Le Bon pointed out in his masterpiece “The … Continue reading “How difficult to be out of the ordinary”

Has Apple’s innovation gone with Steve Jobs?

Gossip can be destructive As long as people have mentioned Apple (ticker: AAPL), the most frequently mentioned sentence is that after the loss of Steve Jobs, Apple has not innovated products in recent years. Every time I hear this brainless comments, I have a lot of opinions; I think most people are too susceptible to … Continue reading “Has Apple’s innovation gone with Steve Jobs?”

Introducting Jack Dorsey, the low-key Silicon Valley leader

Introducting Jack Dorsey, the low-key Silicon Valley leader. If you don’t know who he is, I suggest you read down quickly to get to know this person. He is one of the most underrated and influential entrepreneurs in Silicon Valley.

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