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Hi, I’m Yishi Zuo

Entrepreneurial insights + investment ideas

Hi, I’m Yishi Zuo

Entrepreneurial insights + investment ideas

ABOUT BEST ARTICLES

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My 2020 stock portfolio performance and 3 lessons learned

4 Minute Read
I left my full-time hedge fund job in May 2016. Subsequently, 2017 was my first full year of investing without constraints, and here are my results: While 2020 turned out...continue reading
Public Market Investing January 7, 2021January 7, 2021

Negotiating a new car purchase – a step-by-step guide

6 Minute Read
Earlier this week, I bought a brand-new car for the first time. I used tricks that I’ve learned as an entrepreneur, and the negotiation was rather fun. Join me for...continue reading
Personal December 29, 2020January 11, 2021

The privilege to take a risk

4 Minute Read
My first entrepreneurial experience happened right after my first semester of college. In January 2008, I did a brief winter internship. My boss was a part time law professor. Publishers...continue reading
Personal December 4, 2020December 4, 2020

Electro Optic Systems (EOS) – a unique defense company

4 Minute Read
Years ago, when I worked as a hedge fund analyst, I dove deep into the satellite + space imaging industry. The most interesting thing I learned was that space debris...continue reading
Business Analysis, Public Market Investing November 2, 2020November 3, 2020

Silvergate – Hidden Network Effect in the Crypto Industry

3 Minute Read
I have a decent grasp of the technology and utility of blockchains. I think that digital currencies add value to our world. And I think they will be here to...continue reading
Business Analysis, Public Market Investing October 22, 2020December 4, 2020

Stock Bucket #2 – High Growth Beasts

5 Minute Read
These “High growth beasts” comprise 38% of my portfolio as of 9/30/2020. These 6 companies are growing rapidly and are priced at a premium. I believe that the strengths of...continue reading
Business Analysis, Public Market Investing October 17, 2020October 22, 2020

Yishi’s Stock Bucket #1 – Stable Cash Generators

3 Minute Read
These “stable cash generators” comprise 47% of my portfolio as of 9/30/2020. These 4 companies aren’t growing particularly fast, but I like the risk-reward trade-off. It is unlikely that any...continue reading
Business Analysis, Public Market Investing October 10, 2020October 17, 2020

Yishi’s Stock Portfolio Q3 2020 Review

2 Minute Read
Here is an overview of my personal stock portfolio as of September 30th, 2020. The 15 companies I own span a wide variety of industries. US centric with global revenues:...continue reading
Personal, Public Market Investing October 3, 2020October 10, 2020

Hidden in plain sight – how corporations exploit the power of lotteries

4 Minute Read
Take a look at the economics of a lottery, and you’ll realize that these things are extremely profitable. From the Roman Empire to the Han Dynasty, governments have long recognized...continue reading
Business Analysis September 16, 2020September 16, 2020

How YOU can become a millionaire Tiger King – An MBA’s tongue-in-cheek analysis

5 Minute Read
Can tigers be a sustainable business model? Maybe. [caption id="attachment_450" align="alignnone" width="1024"] Photo Credit: Vlad Tchompalov via Unslpash[/caption] Viewed from conventional business lens, tigers are an awful asset class. The...continue reading
Business Analysis April 21, 2020April 22, 2020

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Recent Posts

  • My 2020 stock portfolio performance and 3 lessons learned
  • Negotiating a new car purchase – a step-by-step guide
  • The privilege to take a risk
  • Electro Optic Systems (EOS) – a unique defense company
  • Silvergate – Hidden Network Effect in the Crypto Industry

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CapitalistChuckCharles Barr@CapitalistChuck·
13 Jan

Charlie Munger's December 2020 remarks @ CalTech https://mcusercontent.com/0370be2b6c8924496bcb7853a/files/89ec417f-8199-4b92-b38e-af3c4bc6e8cf/Munger_Conversation_with_Charles_Munger_2020.pdf?mc_cid=2095966bb4&mc_eid=d5f18e39c8

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YishiZuoYishi Zuo@YishiZuo·
13 Jan

super interesting - this is another example of #lotteries as a business model (link to previous thread in next tweet)

Lillian Li@lillianmli

1) Let's talk about something that a lot of people find weird and don't get.

Pop mart

It's a $14 billion dollar company that sells miniature figurines in 'blind' boxes. So called as you don't know what you're getting until you open it.

Yeah, that's all they sell

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chriswmayerChris Mayer@chriswmayer·
12 Jan

For those trying to grasp what corporate culture is all about, this 40-page deck from 2015 by Peter Kaufman has some good bits. (re-tweeting with open access now)
https://drive.google.com/file/d/1GE6PFqb_8NRM8Vu9PCgMDy9ZXXOBuNA2/view?usp=sharing

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YishiZuoYishi Zuo@YishiZuo·
8 Jan

this interview of @nickkokonas by @patrick_oshag was an incredibly interesting peek into the microeconomics of the restaurant industry https://open.spotify.com/episode/6mD4aSenZE7jkVjYstrHXc?si=ieVAmFfZSgeKL9BXNDHJ9g

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YishiZuoYishi Zuo@YishiZuo·
7 Jan

2020 was a good year for my investment portfolio, up 90%+, but 2017 - 2019 was mediocre

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