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Yishi Zuo
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Yishi Zuo

Entrepreneurship, investing, personal growth

Hi, I’m Yishi Zuo

Entrepreneurship, investing, personal growth

ABOUT BEST ARTICLES

  • English
  • 中文 (中国)

Category: Public Market Investing

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

Don’t be a hammer looking for a nail

2 Minute Read
Has there ever been a more spectacular start-up failure than Quibi in 2020?  $1.4 billion down the drain. Total shutdown merely 6 months after launch. Quibi built a product without...continue reading
Business Analysis, Public Market Investing March 10, 2021

GameStop’s Moral Mandate – Go Big or Go Home

5 Minute Read
GameStop can become the physical gateway to various virtual worlds. And this is a TRILLION-dollar opportunity. As insane as the GameStop story has been, I think there could be long-term...continue reading
Business Analysis, Public Market Investing January 31, 2021January 31, 2021

My worst investment mistake and 3 lessons learned

4 Minute Read
I stared at the screen in disbelief. My biggest stock position was down 90%. $30,000 of my hard-earned savings down the drain. Permanently. How the HELL did this happen? At...continue reading
Personal, Public Market Investing January 27, 2021January 29, 2021

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, 2018January 21, 2021

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Older posts

Recent Posts

  • How to cut through bureaucracy: a step-by-step guide
  • Be YOUR hammer and look for YOUR nail
  • Don’t be a hammer looking for a nail
  • GameStop’s Moral Mandate – Go Big or Go Home
  • My worst investment mistake and 3 lessons learned

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Yishi Zuo
YishiZuoYishi Zuo@YishiZuo·
9 Apr

Here is a step-by step replay of what happened when a large company held my start-up’s $400,000 hostage.

Read on for tips on cutting through bureaucracy + negotiating in a David vs. Goliath situation.

Yishi Zuo@YishiZuo

I once lost a customer's $400,000 as an entrepreneur.

It felt awful -- weeks filled with stress + doubt.

You've probably felt similarly before. Maybe even right now...

But how do you overcome that negativity?

Reply on Twitter 1380331056277164034Retweet on Twitter 1380331056277164034Like on Twitter 13803310562771640341Twitter 1380331056277164034
YishiZuoYishi Zuo@YishiZuo·
6 Apr

I'm helping out with this program! check it out if you are interested in learning more about investing 🙂

On Deck@beondeck

📈 Announcing: On Deck Investing 📈

Today we have greater access to financial markets than ever.

But it's tough to separate the signal from the noise.

We're announcing ODI to help you make informed investment decisions alongside a network of peers.

https://www.beondeck.com/investing?utm_source=twitter&utm_medium=social&utm_campaign=announcement

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YishiZuoYishi Zuo@YishiZuo·
5 Apr

Very happy to learn about GameStop's equity offering today.

Like @matt_levine, I've ALSO been saying since January that GameStop should sell shares at these prices!

Matt Levine@matt_levine

This newsletter's top concern is reputation, particularly whether its readers believe it is "associated with the bad people." https://www.bloomberg.com/opinion/articles/2021-04-05/bill-hwang-s-archegos-swap-aftermath-is-awkward-for-banks

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YishiZuoYishi Zuo@YishiZuo·
5 Apr

Came across this great interview of Barry Greenstein, my favorite poker player.

Very open + thoughtful. Just a stand up guy!

https://www.youtube.com/watch?v=FYjOPcTrDFk&ab_channel=LiveattheBike%21PokerStream @D22_soso

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YishiZuoYishi Zuo@YishiZuo·
31 Mar

Curious - which unlucky counterparties did Goldman unload its Archegos exposure onto?

What was the pitch?

What was the aftermath?

How pissed are they? 🤔

Reply on Twitter 1377131780898091008Retweet on Twitter 1377131780898091008Like on Twitter 1377131780898091008Twitter 1377131780898091008
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