Long Hang Cheng

As a current undergraduate student studying economics, my academic background has provided me with a strong foundation in understanding macroeconomic trends and their impact on financial markets. I am particularly interested in analyzing macroeconomic indicators such as GDP growth, inflation rates, and employment data to gain insights into the overall health and direction of economies.

In addition to macroeconomic analysis, I have a keen interest in equity research, with a specific focus on semiconductor-related equities as the semiconductor industry plays a crucial role in driving technological advancements and innovation across various sectors. By analyzing companies operating in this field, I aim to identify opportunities for investment that align with my long-term vision as well as potential exponential growth. For the most part, this page will be dedicated to my equity research.

When it comes to investing, I firmly believe in seeking value from profitable companies that contribute towards a future or vision that I believe in. I am drawn to companies that demonstrate strong fundamentals, sustainable competitive advantages, and a clear strategic vision. By investing in such companies, I aim to participate in their growth and contribute to the realization of their long-term goals through purchasing equity.

I subscribe to a "long only" investing approach as my investment philosophy. This allows me to focus on identifying companies that I believe have the potential for long-term success and hold onto those investments for an extended period. This approach allows me to benefit from the compounding of returns over time and reduces the impact of short-term market fluctuations.