My 2020 stock portfolio performance and 3 lessons learned

3 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

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

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

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

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

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

Warren Buffett, Charlie Munger, and the Principles of Entrepreneurship

9 Minute Read

Over the years, I’ve invested hundreds of hours in trying to absorb the worldly wisdom of Warren Buffett & Charlie Munger. (Saved here are the best Munger / Buffett materials...continue reading

My Personal Why – Switching from Hedge Fund Investor to Software Entrepreneur (Part 1 of 3)

3 Minute Read

(Note, Part 2 has been published: "Warren Buffett, Charlie Munger, and the Principles of Entrepreneurship") I enjoyed my last job as a hedge fund investor. I found the work highly...continue reading

Hi, I’m Yishi Zuo

Category: Public Market Investing

My 2020 stock portfolio performance and 3 lessons learned

Electro Optic Systems (EOS) – a unique defense company

Silvergate – Hidden Network Effect in the Crypto Industry

Stock Bucket #2 – High Growth Beasts

Yishi’s Stock Bucket #1 – Stable Cash Generators

Yishi’s Stock Portfolio Q3 2020 Review

Warren Buffett, Charlie Munger, and the Principles of Entrepreneurship

My Personal Why – Switching from Hedge Fund Investor to Software Entrepreneur (Part 1 of 3)