#1
Management Evaluation
"Evaluate management by their actions, not their words. Look for a track record of capital allocation, shareholder communication, and aligned incentives."
Judge management by actions, not words.
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Duan Yongping📌 Business Judgment
Duan Yongping's Business Judgment Rules
Duan Yongping (born March 10, 1961) is a Chinese-American entrepreneur and investor, often called "China's Warren Buffett." He founded BBK Electronics, which later spawned several highly successful smartphone brands including OPPO, Vivo, and OnePlus. After selling his stake in BBK and retiring from active management in 2001, Duan became a full-time investor. He gained widespread attention in 2006 when he...
3 principles·Business Judgment
3 Key Business Judgment Principles
#2
Industry Structure Analysis
"Understand the industry structure before evaluating any company. Industry economics often matter more than company-specific factors in determining returns."
Industry structure shapes investment outcomes.
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Capital Allocation Assessment
"The most important skill for a CEO is capital allocation. Evaluate how management deploys capital — do they create or destroy value with their decisions?"
Evaluate management's capital allocation skills.
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What are Duan Yongping's key business judgment principles?
Duan Yongping has 3 key principles on business judgment. The most important one is "Management Evaluation" — Evaluate management by their actions, not their words.
How does Duan Yongping apply business judgment in practice?
Duan Yongping applies business judgment through several key principles including "Management Evaluation" and "Industry Structure Analysis". These principles guide practical investment decisions and have been tested across decades of market cycles.
What makes Duan Yongping's approach to business judgment unique?
Duan Yongping's approach to business judgment is distinguished by a focus on long-term thinking and fundamental analysis. With 3 specific principles in this area, Duan Yongping provides a comprehensive framework that investors at any level can study and apply to improve their decision-making.
