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Why Huawei Now Sits Inside My China EV Underwriting
Huawei doesn't build a car. It collects a platform toll — a third of every yuan SERES paid its suppliers, RMB 56 billion in FY2025.
11 hrs ago
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Philip Reschke
7
2
City Mechanics: What Chongqing Taught Me About My Portfolio
My portfolio had more Chongqing in it than I understood. My trip sharpened one position — BYD — and surfaced one signal I am now watching.
Apr 23
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Philip Reschke
10
1
4
Volatility Is the Admission Price, Not the Risk
The uncomfortable truth is that my instincts cannot tell a falling share price from actual danger. The job is to build a portfolio and a mind that can…
Apr 18
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Philip Reschke
10
8
6
Can BYD Still Become the Future Toyota I Bought?
I bought BYD as a future Toyota thesis. Now Hungary, overseas margins, and cash flow matter more than export volume.
Apr 14
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Philip Reschke
14
2
3
50,000 Factories: What China's AI Mandate Means for My Portfolio
Beijing set binding KPIs — 50,000 factory upgrades by 2028 — with SASAC enforcing SOE compliance. The captive demand across EVs, telcos, chips, and…
Apr 11
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Philip Reschke
13
3
My One-Person-Company Bet: Who Gets Paid First in China?
I am not betting on China inventing the best agent. I am betting on China making digital labour habitual — and on the companies that already own the…
Apr 6
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Philip Reschke
4
5
3
No Pain to Begin With: How I Invest My Own Capital
I explain the operating system behind my own portfolio — two core buckets, a fair value compass, and the discipline to buy when everyone else is…
Apr 5
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Philip Reschke
15
1
5
Why Cohong Lane? A CFO's Bet on Independent Investing
I quit my job as a family office CFO to invest independently from Hong Kong. Cohong Lane is where I open-source the workflow — named after the merchants…
Apr 5
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Philip Reschke
10
3
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