Xin Wu of Banyan Partners (http://www.banyanpartners.cn/) is in the 10% of Chinese public equity’s investors, but not many know of him. Therefore, we were especially happy to welcome him on the podcast!
We have discussed the following:
00:00 Preview
00:52 Introducing Xin
01:27 Investing in China now compared to the past years
02:15 Why China is paradise for value investors currently
06:55 Data availability today
10:11 How to make money in a market like China
16:20 Observations on the market
20:57 Finding a good company
26:38 Criteria to build on an idea
28:40 Portfolio structure
30:33 Value through shorting
36:10 Gongniu Group
45:27 Join GI Plus
45:50 When to sell
48:33 Andon Health
56:22 Dealing with competence
01:00:34 Closing thoughts
01:01:43 Goodbye
01:02:00 Disclaimer
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