The underlying logic of the entire investment is quietly revolutionizing; in an era of transformation, investment philosophy goes with the flow.

2025lovepeace · 2025-12-22T06:26:08+00:00

The happiest thing is independent thinking and independent decision-making! The happiest thing is being able to live abroad for many years, having enough international news and information support, and being overwhelmed by the massive data and resources brought by various open networks, as well as policy analysis and debates from various experts! 2019 was the year my investment thoughts, concepts, principles, and disciplines were formed; it was the beginning of my investing journey! That year, I took a Heavy Position in Moutai, Xiaomi, Apple, and Facebook( now Meta). In 2022, my understanding of how companies make money began to elevate; no matter what company I invest in, I first ask myself if this company can make money like a printing machine, if making money can be as easy as drinking water, and whether this business model and corporate culture can ensure the sustainability of this profit logic! At this point, I invested in Tencent, almost exclusively taking a Heavy Position! 2024 is the year I have a special fondness for US stocks, with nearly 70% of my Position in US stocks! At this time, my investment logic changed; my account only buys US stocks and Hong Kong stocks, while my wife's account only buys Hong Kong stocks( in large quantities) and A-shares( in small amounts). The investment philosophy is: must buy technology( internet technology, AI artificial intelligence, aerospace technology, consumer electronics technology) must buy finance( digital finance and virtual coins, stablecoin finance and the credit finance derived from it, AI technology blockchain finance), energy( technology energy) must buy energy( technology energy, rare earth and uranium mines also belong to the energy economy, new energy alternatives, resource scarcity energy), because I realized one thing, which is the end of AI technology.

2025lovepeace

2025-12-22 06:26:08

The happiest thing is to think independently and make decisions independently!

The happiest thing is being able to live abroad for many years, with enough international news and information support, as well as a vast amount of data and resources brought by the open internet, along with policy analysis and debates from various experts!

2019 was the year when my investment thoughts, investment philosophy, investment principles, and investment discipline were formed; that was the year I started investing! That year, I heavily invested in Moutai, Xiaomi, Apple, Facebook( now known as Meta).

2022 was the year I elevated my understanding of how businesses make money. No matter what business I invest in, I first ask myself whether this business can make money like a printing press, whether making money can be as easy and effortless as drinking water. This business model and the company's culture must also ensure that this logic of making money can be sustained! At that time, I invested in Tencent, almost exclusively.

2024 is the year I have a strong preference for US stocks, with almost 70% of my portfolio in US stocks! The investment logic has changed at this time; my account only buys US stocks and Hong Kong stocks, while my wife's account buys a large amount of Hong Kong stocks ( and a small amount of A-shares ). The investment philosophy is:

Must buy technology ( internet technology, AI artificial intelligence, aerospace technology, consumer electronics technology )

Must buy financial ( digital finance and virtual currency, stablecoin finance, as well as credit finance derived from this, AI technology blockchain finance ), energy ( technology energy ).

Must buy energy ( technology-related energy, rare earth and uranium mines also belong to the energy economy, new energy alternatives, resource-scarce energy ), because I have realized one thing, which is that the end of AI technology is electricity, and the end of electricity is uranium mines, including the rare earths that support AI!

The entire investment logic and underlying thinking in the future have changed; everything from the past is being transformed and disrupted by technology!

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