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Continue as GuestDOCTA IGNORANTIA · KNOW BETTER
知止于边界，阙疑于未知。
Real portfolio paths, public evidence and traceable data—keeping facts, derivations, assumptions and unknowns visibly separate.
Core judgments and methodology excerpted from the research library. View all selections →
Three independently run portfolios translate research conviction into capital allocation that can be examined.
Exploit Hong Kong's fast, wide bull-bear cycles: buy the highest-quality assets when the market becomes exceptionally cheap, then exit as valuation and sentiment normalize.
Quality duration, gold and liquidity form the all-regime foundation; quality businesses bought below intrinsic value provide the portfolio's active return through value reversion.
Own China's highest-quality listed businesses for the long term, allowing earnings growth, free cash flow and reinvested distributions to compound across market cycles.
One file per report, full-text searchable.Search the full library →