1) Achieve "the highest standards" of research awareness of the companies/industries tracked. We invest a lot of time and energy in pursuing the most in-depth and hard-core corporate and industry research. We advocate a pan-industry research model, and researchers work together Covering multiple interest industries, this can not only avoid psychological misunderstandings such as endowment effects and confirmation bias, but also cultivate cross-disciplinary and cross-disciplinary thinking methods. The content of the research work includes but is not limited to:
a) Recommend companies (no more than three a year, great opportunities are rare);
b) Study the company's prospectus/quarterly/annual report, industry research reports, third-party reports and other materials, conduct fundamental analysis of listed companies, and write in-depth company/industry reports;
c) Collect the information needed for industry research, such as participating in listed company surveys, visiting upstream and downstream industries, surveying consumers, interviewing experts, on-site inspection channels, conducting other grassroots research work, and writing research reports. We are very interested in participating in listed company surveys, visiting upstream and downstream industries, surveying consumers. Focus on grassroots research;
d) Participate in large-scale industry seminars, strategy meetings, exhibitions, and active communication with buyers, sellers, and other third-party research teams to expand the depth and breadth of research;
2) Conduct a lot of reading and cultivate interdisciplinary thinking models. We hope you will be interested in reading, which is the most efficient way to talk to top people in all walks of life. Our team members read 20-50 books a year. we hope I hope you can read carefully classic books in the field of value investment, and also widely read selected books from all walks of life;3) Prepare for and take the CFA exam (optional).