今天早起上課：HarvardX MCB80.2x Fundamentals of Neuroscience, Part 2: Neurons and Networks. 第二部分比第一部分精美很多，查了一下，原來是EDX的旗艦課程。 這麼殿堂級的知識，這麼深入淺出的講解方式，全部唾手可得。 這讓我有一種宏大感，覺得什麼情啊愛啊甚至靈魂之愛都渺小了。 我記得小時候沒有書可以看，等長大了來台北了很多書我卻無法安靜下來看書。 之前學讀書、學投資課程、學電腦科學，還都有功利的目的在。 沒想到，我現在竟然可以完全沒有任何功利目的，就是因為好奇心，因為享受思維的樂趣，因為愛學習而學。 ...
昨天晚上我9點就感覺到排山倒海的睡意，9:15分左右就睡著，今天4:40起床，然後學習HarvardX MCB80.1x Fundamentals of Neuroscience。 我一口氣完成了第三課。（前幾天是好幾天完成一課） 6:25去遛狗，在遛狗的路上，我突然明白了為什麼unconditional love contains the greatest energy on earth. 正是昨天我100%放下了未來和我的soul mate在一起的期待，今天我就感覺到我100%的注意力和能量回歸。 ...
The Four Stages of an Investor’s Evolution Over time, I’ve come to see investing as a progression through four stages: Survival — learn how not to lose money Selection — learn how to identify good businesses Sizing — learn how to concentrate when odds are high Non-interference — learn how to protect compounding from yourself These stages are not checkmarks. They are constraints that must be respected simultaneously, especially as capital grows. Most investors never reach the fourth stage. I didn’t understand why—until I lived through it. Step 1 — Survival: Learn How Not to Lose Money Rule No.1: Never lose money Rule No.2: Never forget Rule No.1 This stage is about: avoiding permanent loss understanding downside risk prioritizing survival above all else Almost everyone internalizes this lesson only after pain. ...
Why I Was Tempted — and What It Revealed About My Blind Spots I bought shares of Sea Limited and sold them five days later. This post is not about the stock itself. It is about my decision-making process, and why—even after years of identifying as a long-term, value-oriented investor—I was still tempted by a story stock. Why I Bought It At the time, the decision felt reasonable. Several factors combined to lower my internal resistance. 1. Financial Aesthetics Sea’s headline valuation appeared attractive: Enterprise Value: ~US$66–68B TTM Free Cash Flow: ~US$4.6B FCF / EV: ~6.7–7.0% EV / FCF: ~14–15× For a company still growing at roughly 20–25%, this combination looked compelling. The numbers felt right—even elegant. ...
The Truth About Holding The most common mistake investors make is not holding long enough. Most investors don’t fail because they buy the wrong companies. They fail because they cannot stay with the right ones long enough. I made this mistake repeatedly last year. I am writing this post to reflect on my errors and, more importantly, to reinforce my identity as a true value investor. My Mistakes Last year, I made several decisions that clearly violated long-term thinking. Google (Alphabet) I sold all my shares in June. There was no fundamental reason—the stock hadn’t moved for a year, and I simply lost patience. I didn’t think deeply. I just pressed the sell button. This decision cost me over $10,000. ...
This year, I walked around 11,000 steps every day. Last year, my daily average was about 5,000. The extra 6,000 steps came almost entirely from my morning walk. At the end of 2025, I want to write down what this practice actually did for me — not as fitness advice, but as a record of how morning walking reshaped my mind, nervous system, investing judgment, and the way I live. Why I Started I didn’t plan to walk 11,000 steps a day when the year began. At first, it was incidental. On my way to the gym early in the morning, I felt the quiet energy of morning. The streets were still. Fewer pedestrians. The city felt like the forest. I fell in love with that energy. So my steps gradually increased — from 7k to 10k — simply because I wanted to stay in that space longer. ...
I had 100 private sessions with my trainer this year, and I went to the gym more than 250 times. Strength training was one of my New Year’s resolutions, so this feels like the right moment to reflect and summarize this journey. In this post, I want to share: Why I fell in love with strength training What I learned from it What I achieved My goals for the future Why I Fell in Love with Strength Training This January, I made a decision. I told myself: If I can change my body, I can change everything. For the next six months, I went to the gym almost every day — around 6 a.m., day after day. And I was right. My body changed. One day in June, I looked at myself in the mirror and began to fall in love with myself. ...
How I Regulate Myself as a Highly Sensitive Person I’m writing this mainly to help myself. It may or may not be useful to you. For a long time, I thought something was wrong with me. I get affected easily. I think too much. For years, I tried to “fix” myself. This year, I finally found something that worked — not by adding more, but by subtracting. I subtracted noise. Scrolling. roles. Sugar. I built a simple habit system: early rising ,strength training and daily creation. Discipline became easy. But then I went too far. I started subtracting everything that looked like “proving myself” — my 4 a.m. morning routine, my goals, even my habit system itself. Only then did I realize something important: ...
My Investing Rules After Losing 52% A survival-first version of value investing Three years ago, after my portfolio was down 52%, I returned to value investing. My framework was simple: Buy great companies at great prices Hold forever Let time do the work I understood these ideas. But over time, I realized: holding forever is not simple in real life. That’s why I started to rethink my approach and write down a clearer set of investing rules. This is not advice. It’s a guideline for my future self. Rule 1: Survival Comes First “What could permanently take me out of the game?” This echoes Warren Buffett’s rule: ...
Start Eight years ago, I started my investing journey with ETFs. But passive investing felt too passive — I wasn’t learning anything. So I began to accumulate strategies. I read many books, tried buy-and-hold, growth investing, value investing, dividends, day trading. I followed many gurus. I checked the news every day. But none of it worked. The more I tried to grab, the less I gained. Until I lost 50% in 2022. Only then did I understand: I needed to subtract. And unexpectedly, I achieved a 50% average annual return for the next three years—all by doing less. In this video, I’ll share why my subtraction journey made me a better investor. Buffett and Munger: Investing Should Be Simple Warren Buffett said: “Investing is simple, but not easy.” ...
The Week I Finally Understood That Everything Is Subtraction Awakening, investing, identity, peace — all follow the same law. This week, something inside me clicked. Not a small insight. Not a technique. Not a piece of advice. A universal pattern. A pattern that appears in: philosophy investing awakening emotions identity nature my daily life The pattern is one word: ⭐ Subtraction Everything I want — peace, clarity, wealth, alignment, confidence — emerges not from adding more, but from removing what does not belong. Here are the 7 patterns I finally saw. 1. Subtraction Is the Path to Truth (Daoism) This week I realized: Life becomes clear when I remove what is unnecessary. Not when I learn more. Not when I add routines. Not when I chase desires. Dao De Jing says: “To gain wisdom, subtract.” ...
Awakening always sounded mystical to me. But when it finally happened in my own life, I realized it was simple, quiet, and deeply human. Jung calls this process individuation — the shedding of everything that is not your true self so your nature can finally breathe. Looking back at this year, I didn’t awaken through addition, meditation, or effort. I awakened through subtraction. Month by month, I removed one layer that hid my truth. And what remained was clarity, discipline, purpose — and my real self. Here is my awakening, told through twelve layers of letting go. JAN — News News is the first layer of collective noise — fear-based, reactive, chaotic, urgent, and addictive. It keeps the mind in survival mode, not clarity mode. When I removed the noise of the world, my mind became quiet for the first time in years. I finally heard my own voice again. ...
THE PHILOSOPHY OF SUBTRACTION — A Guide Through Laozi, Buddha, Stoicism, Jung, and Steve Jobs** Introduction — The Truth Hidden in Plain Sight i used to improve my lives by adding more: More goals. More money. More productivity. More books. More motivation. but the more i search, the more distance i am from what i want. and from this year, i did something oppisite, and to my suprise, it changed my life. only now i understand the deepest transformation comes not from addition, but from subtraction. i removed news in january, late night scorlling in feb, sugar in march, dependence in may, wanting to be seen in july, desire to prove myself in nov., seeking for extenal validation in dec. the more i removed, the more disciplined i become, the more clarity i have, the more meaningful my life become, the more clear my purpose becomes. ...
I spent the first 40 years of my life as a daughter, worker, and caregiver — trading my time, energy, and identity for survival, duties, expectations, and roles. I lived inside a life that wasn’t mine. At 40, for the first time, I saw my true self clearly. My awakening didn’t give me a new purpose — it removed everything that wasn’t mine. And when all the false layers fell away, I finally saw my own purpose for being alive. In this video, I will share the life purpose I discovered at 40 — the purpose that will guide the next forty years of my life. Multi-Skill: A Life Built by Many Abilities For many years, I lived as what my mother called a caretaker — a supporter, someone who traded her time, youth, and energy to hold up other people’s lives. ...