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Hi, I’m Yishi Zuo
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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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Category: Business Analysis

Here I analyze businesses that I find intriguing for whatever reason – usually it is because I think they have a great business model. I will also discuss start-up opportunities that I see and make general observations about the business world that I find interesting.

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

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

Business Opportunities in Chess: Pay-to-play Micropayments

6 Minute Read
I’m a casual Chess player. I once took classes as an 8-year old. I remember playing a decent amount on Yahoo! Games as a teenager. But mainly, it was the...continue reading
Business Analysis April 11, 2020April 11, 2020

Knowledge as an addictive drug — an investor’s guide to the expert network industry

7 Minute Read
In 1995 Jeff Bezos could have started Amazon by selling any product, but he chose to sell books for two reasons:  1) high number of SKUs and 2) low storage...continue reading
Business Analysis March 6, 2020

Jack the Driver + The Bali Private Transportation Market

4 Minute Read
I recently visited Bali and had pre-arranged for a driver to take me from the airport to my hotel. This was a 2 hour trip, and I used the opportunity...continue reading
Business Analysis October 19, 2019October 20, 2019

The Mystery of Mom’s Medicine

4 Minute Read
A few weeks ago, my mom and I were chatting on the phone when she brought up something perplexing. The backstory A few months ago, my mom goes to her...continue reading
Business Analysis August 5, 2019August 5, 2019

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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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Yishi Zuo
YishiZuoYishi Zuo@YishiZuo·
17 Jan

Not a fan of @Twitter suggested topics. Anyone else seeing this? I find myself unfollowing EVERY topic they suggest ... I really hope this is a beta feature that they roll back 😕

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JoaquimCampaJoaquim Campa@JoaquimCampa·
17 Jan

11.

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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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