ICE

ICE is the guest in 139. 泡泡玛特和拼多多值得投资么？. The episode introduces him as an investor and educator with experience across U.S. study and work, consulting, financial data, asset management, domestic enterprise management, and entrepreneurship.

In 2023, ICE founded 盛世投资研习院 to teach fundamental investing by combining investment experience with company-operating experience. In this episode, he uses Pop Mart / 泡泡玛特 and Pinduoduo to show why investors need to unpack slogans, define their time horizon, identify the main contradiction, and match the game to their own temperament.

Connections

• 盛世投资研习院 - investment-education project founded by ICE.
• Value Investing, Good Company Vs Good Stock, and Margin Of Safety - main investing framework discussed in the episode.
• Circle Of Competence and Investment Risk Management - self-knowledge and risk-control extensions.
• AI Investment Research and AI-Compressed Investment Research Advantage - ICE’s view that AI changes research workflow but not final responsibility.