Zechariah Bin Zheng
Zechariah Bin Zheng @FundManagerZech

Performanță
Toate

23.85%2025
2025
20.65%2024
2024
24.74%2023
2023
-11.89%2022
2022
68.43%2021
2021
71.02%2020
2020
0.41%2019
2019
-9.40%2018
2018
18.44%2017
2017
15.18%2016
2016
71.0%0%-71.0%
Discuții
Zechariah Bin Zheng
Australia
3z
Hello World, “𝗖𝗵𝗶𝗻𝗮’𝘀 𝗘𝗩 𝗧𝗲𝗰𝗵 𝗜𝘀 𝗧𝗼𝗼 𝗚𝗼𝗼𝗱 𝗧𝗼 𝗜𝗴𝗻𝗼𝗿𝗲 (𝗬𝗲𝘀, 𝗘𝘃𝗲𝗻 𝗮𝘁 𝗧𝗵𝗲𝘀𝗲 𝗣𝗿𝗶𝗰𝗲𝘀).” 🧾 𝗧𝗟;𝗗𝗥 🚗 Sold Porsche — thesis stalled + correlation risk after adding BYD & Xiaomi. German autos look structurally weak vs China’s rapid innovation. ⚡ Xiaomi... Arată alte Traducere
Zechariah Bin Zheng
Australia
13z
📉🔥 𝗠𝗮𝗿𝗸𝗲𝘁𝘀 𝗝𝘂𝘀𝘁 𝗖𝗿𝗮𝘀𝗵𝗲𝗱… 𝗔𝗻𝗱 𝗛𝗲𝗿𝗲’𝘀 𝗪𝗵𝘆 𝗜’𝗺 𝗡𝗼𝘁 𝗣𝗮𝗻𝗶𝗰𝗸𝗶𝗻𝗴 🔥📉 (Video update) Hello world, before anything else — quick note: it’s easy to show up when the market is green, everyone’s smiling, and portfolios look pretty. But it’s moments like these, when... Arată alte Traducere
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Zechariah Bin Zheng
Australia
1l
Editat
𝗗𝗿𝗮𝘄𝗱𝗼𝘄𝗻𝘀 𝗦𝘂𝗰𝗸 — 𝗘𝘃𝗲𝗿𝘆 𝗧𝗶𝗺𝗲 🧾 TL;DR 📉 The past two months have gone from stagnant to brutal — several of our best ideas pulled back sharply. 💰 Still up 20%+ YTD, with a decade-long 20–21% annualized track record — top 1% globally. 🚢 Shipping (WAWI & Höegh) fell 10–20%... Arată alte Traducere
Zechariah Bin Zheng
Australia
1l
Quick note on $HAUTO.OL (Hoegh Autoliners ASA) since the stock is down and one of our larger positions Höegh Autoliners (HAUTO.OL) The Q3 headline looked soft, but the stock reaction feels overdone. Even after factoring in the new U.S. port fees, the stock trades around 5× forward P/E — still very cheap... Arată alte Traducere
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HAUTO.OL
Hoegh Autoliners ASA
92.26
0.30 (0.33%)
Zechariah Bin Zheng
Australia
2l
Editat
🧾 𝐓𝐋;𝐃𝐑 📉 Drawdowns hurt — even after 10 years. 💰 We’re up 21% YTD, with a ~20–21% annualized 10-year return, placing us in the top 1% globally among hedge-fund-style managers. 🚢 Wallenius Wilhelmsen & Höegh Autoliners $WAWI.OL (Wallenius Wilhelmsen ASA) $HAUTO.OL (Hoegh Autoliners ASA)... Arată alte Traducere
Zechariah Bin Zheng
Australia
2l
🚨 𝗘𝗺𝗲𝗿𝗴𝗲𝗻𝗰𝘆 𝗨𝗽𝗱𝗮𝘁𝗲 — 𝗕𝘂𝗶𝗹𝘁 𝗳𝗼𝗿 𝗕𝗲𝗮𝗿 𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🧾 𝗧𝗟;𝗗𝗥 🧭 We don’t time markets — the short term is chaos, the long term rewards discipline. 📉 Portfolio down ~3%, more pain likely after Monday’s open. 💰 Cash near 20% (incl. USDCHF) — intentionally held for volatility. 🛢️... Arată alte Traducere
Zechariah Bin Zheng
Australia
2l
𝗧𝗵𝗶𝘀 𝗧𝗶𝗺𝗲 𝗜𝘁’𝘀 𝗡𝗲𝘃𝗲𝗿 𝗗𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁: 𝗖𝗿𝗲𝗱𝗶𝘁 𝗖𝗿𝗮𝗰𝗸𝘀 𝗕𝗲𝗻𝗲𝗮𝘁𝗵 𝘁𝗵𝗲 𝗔𝗜 𝗛𝘆𝗽𝗲 🧾 𝗧𝗟;𝗗𝗥 📉 We’re up ~0.9% for the month, but the crowd’s ignoring downside risk. ⚠️ Credit & retail cracks: Tricolor, CarMax, First Brands. 📚 This Time Is Different reminds... Arată alte Traducere

Despre Zechariah Bin Zheng
Australia
Strategia: Strategie multiplă

🔒 >90% of my 💰 is here | 🧠 Mensa IQ | 💼 Real finance XP | 💬 I don’t talk—I invest
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