Thoughts
Just got back from work trip on Saturday. It was enriching. I met a number of people where we had some technical discussions. Above all these, something came up really strongly and commonly among them all, is that these people assess startups beyond the numbers and figures. they looked at cohesiveness of the startup team, their driven-ness , and also the kind of potential market that these start up can capture.I also realised how technology has shifted its gravity from san fransico to shenzhen area. i will need to process these new info that i have gotten, and document them down in easy to understand manner.
Income Investing: no move.
Coding: no move
evaluating businesses: just added
Holdings
Delong. Consolidating, it breaks down, will exit.. but if it breaks out higher, i will scale up.
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