7 Bilibili Value-Investing UP Masters (no particular ranking):

Some focus on dividends and long-term investing, others are skilled at cyclical stocks, and some emphasize a margin of safety, diversification, position management, and financial statement analysis.

1. Epic-Level “Leek”

The founder of the Gǔ-gǔ (Turtle Turtle) school. Dividends are the shield—first avoid losses, then seek victory. Shares real portfolios, and is also good at investment logic, financial reports, and in-depth research. Suitable for ordinary people’s long-term investing.

2. Tusi Tulangfusi

Already financially free, with over 10 years of investing experience, specializing in cyclical stocks. Researches a stock for half a year before entering the market, and regards undervaluation as the “bible” for average investors.

3. Zhou Yi Heng

Good at applying extra discounts on top of reasonable valuations, emphasizing a margin of safety; pursues undervaluation and is friendly and approachable.

4. The Vegetarian Beef Tendon Balls

Uses the Kelly formula for growth stocks, and values in-depth analysis and mindset management.

5. The “Orangutan” PX_Bilibili account

Adopts a Schloss-style investment approach, pursuing undervaluation, diversification, and “win by averaging.”

6. Potatoes Look at Financial Reports

Sharp and incisive in language, skilled at evaluating companies from both positive and negative perspectives. Has his own views on both traditional industries and tech industries.

7. Er Gou Senior Brother Ha

Aspires to be China’s Buffett.

You can choose UP masters according to your own investing style, and feel free to add any others you usually follow.

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