Investor, founder, and former university lecturer. I taught at a university, shipped products at a Fortune 500, then started putting my own money behind my own calls and built a company.
I'm interested in one thing, really: how to make the sentence "I think this will happen" cost something. Teaching made me explain things clearly. The corporate years showed me how many layers a decision crosses before it reaches a production line. Investing put a number on every opinion. Founding invoiced every lesson at once.
- Valuation & macro, as runnable workflows — not articles that end when you publish them, but skills that get re-run.
- Brand & cross-border — years in overseas tenders for medical devices turned out to be more useful than expected.
- Crypto — still on the list, one line on the list, not the whole page.
| Skill | What it does |
|---|---|
| valuation-comps | Trading comps in 8 steps. Peer screening, multiple alignment, quartiles — arithmetic lives in a tested script. |
| dcf-quick | One-page DCF with a downside floor, and position size derived from the worst case, not the size of the opportunity. |
| macro-dashboard | Weekly four-variable regime switch (rates / credit / earnings / liquidity) with a hard-coded risk-off override. |
All three are stdlib-only Python with unit tests — the agent fetches data, the script does the math.
- Writing: paragraph.com/@ui-chain — mostly Chinese, some English
- Site: leo.uichain.org (中文 / EN)
- Products: uichain.org
English · 简体中文
投资人、创业者，也当过大学教师。在大学教过书，在世界500强做过产品，后来自己出钱做投资、自己开公司。
我关心的其实只有一件事：怎么让"我觉得会怎样"这句话变得有代价。 教书让我必须把话讲清楚； 500强让我看到一个决定要穿过多少层才落到产线上；做投资逼我给每个观点标上金额；创业最狠， 前面所有学费一次性结算。
- 估值和宏观，做成能反复跑的流程 —— 文章写完就完了，skill 能反复跑。
- 品牌与跨境 —— 做医疗设备海外招投标那几年，比想象中有用。
- 加密 —— 还在看，但现在只是其中一小块。
| Skill | 作用 |
|---|---|
| valuation-comps | 可比公司估值八步。选同行、对齐口径、算分位——算术交给带单测的脚本。 |
| dcf-quick | 单页 DCF + 下行地板，仓位由最坏情况倒推，不由机会大小正推。 |
| macro-dashboard | 宏观四变量周更攻守开关，信用或流动性报警即强制防守。 |
三者都是零依赖 Python + 单测：agent 取数，脚本算数。
- 写作：paragraph.com/@ui-chain（多数中文，部分英文）
- 站点：leo.uichain.org（中文 / EN）
- 产品：uichain.org