Tag Archives: investing
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investing
portfolio management
stocks
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 will double in 6 months. But the chance of permanent loss of capital is low. In a downturn, these businesses should do fine. Equinix – …
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investing
portfolio management
stocks
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: Most of my portfolio companies are headquartered in the US. The rest are all based in Western countries. However, much of the collective revenue is …
Entrepreneurship
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Poker + business + applied lessons from Nassim Taleb
This summer, a casino opened up right by Boston. And I’ve swung by a few times to play Texas Hold’em — low stakes cash games. As mentioned in my Liar’s Dice article, I love games that involve incomplete information, strategic deception, and reading people. Pokers offers an exciting challenge that complements my career. As a start-up …
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