投资+商业+从消费看世界; My bio: 沃顿,Two Sigma,前千亿美资长线基金互联网、消费分析师,投资圈混迹十余年。

Wharton alum. Ex-Two Sigma. Former consumer & internet analyst at a $80B+ long-only U.S. fund. I’ve spent over a decade in the investment world. Here, I break down business insights hidden in everyday life — and explore how pro investors think.

Let's have some fun along the way.