5 key lessons I’ve learned in my half 20s: (3) [Strategy] Position and Combination

At early afternoon in November 15th last year, I was in working room of my boss, LP, co-founder and MD of VI Group as well as my ultimate mentor in VI Group.  We were having a discussion about modelling the production scenarios for the factory’s new product.  We wanted to find …

Explore

Industry analysis outline

This is my fundamental combination on analyzing an industry.  I often get trouble on deciding how to start looking at something – especially a new business or a potential investible listed company.  Hence, I construct this fundamental industry analysis outline, totally based on theories and working experience on VI Group, …

Explore