SJTU investment group - First lecture on May 8, 2020 8:00 PM

May 10, 2020

Introduction

It is less than one hour talk on Zoom in our SJTU investment group. I like to review the notes and then put together some highlights. 

Review of notes

Here are highlights:

1. Long term investment - 8 - 10 years, find a husband to marry, when to marry? 22 yr olds, 26, 28 yr old;
2. Sector research - how the different sector works 
3. Understand history review, 79 - 99, 99 - 2019, and then next 10 years
4. Two sectors: 5G and high technologies 
5. Problem solving skills - learned from Jiaotong university, research ability

I will add more later.