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I am a private investor and research-focused analyst with a primary focus on China and the broader Asia-Pacific equity markets. My work centers on structurally advantaged businesses in electric vehicles, batteries, semiconductors, consumer platforms, and industrial technology, with particular interest in companies where manufacturing discipline and capital allocation underpin long-term competitive advantage. My investing approach is fundamentally bottom-up and long-term. I build position-level views from detailed work on unit economics, industry structure, and balance sheet resilience, and I anchor valuation on normalized earnings power rather than short-term momentum. I manage Clear Waters Capital, a private long-term family investment partnership, and maintain a multi-year horizon in my research and portfolio construction. Professionally, my background is in architecture, development, and design, which trained me to think in systems, constraints, and long-cycle project dynamics. I spent eight years living and working in China, which shaped much of my understanding of the region’s technology ecosystem, industrial policy, and manufacturing culture. I am a CFA Level II candidate and continue to develop my analytical toolkit in valuation, accounting, and corporate finance. I am also currently writing a book on long-term investing principles and the economics of industrial scale. My aim on Seeking Alpha is to provide clear analytical frameworks, transparent assumptions, and differentiated insights that readers can use in their own research. All views are my own and reflect a fundamental, multi-year approach to equity analysis.
Analyst’s Disclosure:I/we have a beneficial long position in the shares of BYDDY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
