Investor / Builder / California
Kevin.Z
XJTUFDU ShanghaiLATokyo? BooksMoviesAI FamilyFriendsMyself AIFreedomFIRE
01 / Now
所思
idle
Hover a system on the left.
02 / Capital
安身
The principle / 总原则
Compound growth.复利增长
Everything below serves one thing: let capital compound for a very long time, and never interrupt it.
- A
Business model first
Understand how a company makes money before asking what it is worth.
- B
Find the valuation anchor
Every business has a number the market prices it by. Know which one, and why.
- C
Track the change at the margin
Opportunity lives where the model is shifting before the anchor moves.
Rules I keep
- No leverage.
- Respect liquidity.
- Quality over story.
- Be slow with new things.
- If it feels wrong, pass.
03 / Blog
洞见
04 / WeChat
悟语
Selected essays from the WeChat account 投资悟语
05 / Books
所著
06 / Memos
所念
07 / GitHub