Complexity Investing

Investing, Complexity, and Time

This blog serves as my intellectual “latticework”—a space where, through writing and synthesis, I strive to uncover certainties with enduring value within this non-linearly growing world.

My Latticework

My thinking is deeply inspired by the following visionaries and investors:

• Charlie Munger: He taught me the profound value of multi-disciplinary thinking. In a complex system, knowledge restricted to a single dimension is often blind.

• W. Brian Arthur: Understanding the law of “Increasing Returns” is the key to grasping the competitive landscape of the modern economy, especially within the tech sector.

• James Anderson: His observations on non-linearity, asymmetric returns, and the necessity of patience during technological revolutions form the core framework of my growth investing strategy.

Focus Areas

Currently, I dedicate my time to:

1. Complex Systems Investing: Identifying enterprises that possess increasing returns and strong potential for non-linear growth.
2. Technological Trends: Deeply tracking Artificial Intelligence (AI) and its capacity to restructure vertical industries (such as short-form drama and content production).
3. New Energy & Mobility: Continuously monitoring the global evolution of Electric Vehicles (EVs) and their associated supply chains.

Why This Site?

To make time for reading, observing, and reflecting. I advocate for “Long-termism,” not as blind holding, but as a strategy rooted in a profound understanding of systemic complexity.

“The first rule of compounding is to never interrupt it unnecessarily.” — Charlie Munger

Contact

If you have unique insights into investing, AI, or complexity thinking, feel free to connect with me via the comments section below each article or email me to maopanfeng@hotmail.com