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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: Public Market Investing

Articles re: my personal portfolio, investment philosophy and lessons learned over the years as they related to public markets.

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
Public Market Investing January 7, 2021January 18, 2021

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

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
Personal, Public Market Investing December 2, 2018October 3, 2020

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
Personal, Public Market Investing November 3, 2018October 3, 2020

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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