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Thriving in Uncertainty, Rallies, and Market Waves_

Welcome to my financial journey, where I explore the dynamic world of equity research, portfolio management, and financial planning. Through this platform, I aim to share not just my experiences but also actionable insights into market trends and innovative investment strategies. Whether you're an industry professional or a curious investor, you'll find valuable perspectives that reflect my passion for finance and dedication to continuous growth.

"The most important thing to do if you find yourself in a hole is to stop digging."

Portfolio Management

Fundamental Research

A well-constructed portfolio often brings greater value by balancing market risks while providing exposure to a diverse range of asset classes. Combining strong portfolio management with effective trading strategies can help us achieve higher, more stable returns.

We cannot time the market, but through thorough fundamental research, we can consistently uncover new and reliable opportunities. The process of diving deep into companies and markets is not just essential—it's a passion that drives me to explore and understand the true potential behind each investment.

Diverse Sectors, Focused Expertise

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Equity Research

Stock pitch and rates market analyses focusing on the U.S. and international market

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Portfolio Management

Analyses on Mutual Fund and ETF portfolios including my own build portfolio and models

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M&A

Thoughts on M&A deals and how we could find investment opportunities

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Thoughts On The Market

Timely insights and perspectives on current market trends

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San Francisco

Contact

 

Address

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560 Mission Street

San Francisco, CA 94105

 

Email

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baixinyue113@gmail.com

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