Mo Zhu

Portfolio Management:
Managed personal investment portfolio, applying advanced techniques and strategies to identify high-potential investment opportunities and optimize returns.

Equity Valuation:
Employed Discounted Cash Flow (DCF) method to accurately value equities and identify investment opportunities, ensuring entry at optimal price points.

Investment Strategy:
Targeted stocks representing innovative business models with strong economic moats and characteristics of natural monopolies, prioritizing long-term value creation.

Risk Management:
Implemented Modern Portfolio Theory (MPT) principles to optimize asset allocation and minimize portfolio volatility.
I maintain a skeptical perspective on the reliance on volatility as a sole indicator of risk, drawing insights from historical instances of long-term capital failures.

I base my investment strategies on the teachings of Benjamin Graham in 'The Intelligent Investor' and the philosophies of Peter Lynch. I combine their wisdom with my own knowledge of businesses I truly understand, focusing mainly on the finance, food, utility, technology, and industrial sectors. This blend of proven strategies and personal insight allows me to make informed and thoughtful investment choices.