I am from Beijing, China. I work for an investment advisor company as data manager where we develop data system, analysis business data, and conduct due diligence on primary market for funds.
Tech
I love programming languages like Javascript and Haskell(just a little bit). I wholeheartedly embrace Functional Programming, Code clarity, Performance and Accessibility.
My favorite editors are Emacs and VS Code.
Investment philosophy
I believe in the philosophy of value investing and practice it.
When investing in individual stocks, the focus should be on the team first, followed by discounted cash flow.
Sell or buy decisions should be based on changes in fundamentals rather than price. Do not set a holding period, overweight the best companies, and avoid excessive diversification.
Books
I love reading books all the day. I love Investment, Psychology, Historical and Biographical genres.
I only read books that deserve, so almost each of them has significant impact on my life and work. These are part of them.
- "The Crowd", by Gustave Le Bon
- "Utilitarianism", by John Stuart Mill
- "Zen and the art of Motorcycle Maintenance", by Robert M.Pirsig
- "No Rules Rules: Netflix and the Culture of Reinvention", by Reed Hastings
- "Civilization, Modernization, Value Investment and China", by Lu Li
- "Big Debt Crises", by Ray Dalio
- "1587, A Year of No Significance: The Ming Dynasty in Decline", by Ray Huang
- "筚路维艰", by 萧冬连
- "The Data Detective: Ten Easy Rules to Make Sense of Statistics", by Tim Harford
- "Paths to Wealth through Common Stocks", by Philip A.Fisher
- "Common Stocks and Uncommon Profits", by Philip A.Fisher
- "Margin of Safety", by Seth A.Klarman
- "置身事内", by 兰小欢
- "The Intelligent Investor", by Benjamin Graham
- "Makers: the New Industrial Revolution", by Chris Anderson
- "Steve Jobs: A Biography", by Walter Isaacson
- "Beautiful Code", by Greg Wilson
- "Hackers & Painters", by Paul Graham
- "Animal Farm", by George Orwell
- "The Essence of Christianity", by Ludwig Feuerbach
Recently
I have been developing a tool named ChatPPT, which is an AI-powered online deck builder platform, a combination of Tome and Gamma.
The tech stack of the product is Strapi and Next.js. If you're intrested in AIGC and eager to dive in but no ideas, join us and build together.
Contact
- Wechat: Mike_Chen_Jinglei