"X = Alpha" | China's Consumer Investing with Boyu Hu
Update: 2025-02-07
Description
In our second episode, we sit down with Boyu Hu, founder of XVC. Boyu shares his unique investment philosophy, emphasizing independent thinking and emotionless decision-making, and spotting unconventional opportunities in China’s rapidly evolving consumer market.
Key Topics Include:
- The secret behind XVC’s No.1 global performance (2019 vintage)
- Outlook on China’s consumer market and why China VC still have alpha potentials
- The “objective” and “emotionless” mindset of successful founders like Yiming Zhang (ByteDance) & Xing Wang (Meituan)
- How Dyson’s pricing strategy paved the way for Chinese startups Laifei to generate $500M in revenue in just four years
- The bold bet on Changee, a milk tea startup that defied the odds to become a unicorn from one of China’s poorest regions
Join us for an in-depth analysis of how independent thinking and emotionless decision-making can unlock extraordinary value in China's consumer market.
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