My worst investment mistake and 3 lessons learned
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
My 2020 stock portfolio performance and 3 lessons learned
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
Negotiating a new car purchase – a step-by-step guide
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
The privilege to take a risk
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
Electro Optic Systems (EOS) – a unique defense company
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
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
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
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
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
Hidden in plain sight – how corporations exploit the power of lotteries
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