UNIMONWIL · 小树叶投资
Value Investing
Good businesses. Better questions. Stories that keep growing.
Pinned决胜股市 · Learning to invest
An ongoing story about value, price, and keeping the freedom to wait. Learning through Xiaoming and Wang.
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Zijin Mining: from mines to value per share
A mine-level SOTP model, three scenarios, and a calculator for your own assumptions.
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From a business to a research question.
Cash flows, bottlenecks and a framework for looking past a theme.
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Many tickers. One underlying bet.
A lesson in concentration, product complexity, and why a longer watchlist is not diversification.
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Follow the bottleneck, not the buzzword.
Tracing AI investment from the data centre to memory, packaging, connections and power.
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