About the blog and its author
Simon Liu maintains this personal blog to record research, observations from work, and experiences on the road. Different views, supported by evidence, are welcome.
I work in AI, SaaS, and enterprise software products and am an entrepreneur. These notes reflect personal learning and experience, not the views of any institution. I do not provide services to readers in the capacity of a professional investment adviser.
Research interests
- Capital allocation and equity research: Free cash flow, dividends, valuation, and risk, with methods, assumptions, and questions that need ongoing verification.
- Enterprise software and AI: How technology enters real business processes and changes products, organizations, and business models.
- Off-road travel and photography: Wilderness expeditions, road trips, and observations along the way.
Start with the topic bookshelf, article list, or tags.
Sources, updates, and corrections
The blog includes research, industry commentary, and travel essays, including articles migrated from WeChat. Original-article links and citations identify sources. Rights in third-party text, images, and data remain with their respective owners.
Read research alongside its stated data dates, assumptions, and limitations. Older articles record the author’s understanding at the time and may no longer reflect current conditions. New evidence or changed views may be addressed through updates or later reviews.
AI tools may assist with organizing material, translation, and editing. Generated text does not replace checking original sources; readers should rely on verifiable evidence.
For factual errors, citation or image-rights concerns, or broken links, please contact the author with the article URL, the relevant passage, and supporting evidence.
Investment notice and commercial disclosures
All investment research is provided solely for learning, discussion, and exchange. It is not investment advice, a securities recommendation, or an offer to buy or sell. References to companies, securities, valuations, strategies, or models do not take account of any reader’s finances, objectives, or risk tolerance. Do not make trading decisions solely on the basis of this blog.
The author may hold or trade assets discussed here and may have conflicts of interest. Advertising does not imply endorsement. Sponsorships, paid collaborations, or affiliate links should be clearly identified in the relevant content.
Read the Disclaimer for details and the Privacy Policy for information about access data and browser storage.
Contact
Site operator: Simon Liu. Contact the author through the WeChat public account shown below, or use GitHub for non-sensitive technical or content discussions. Do not post identity documents, account information, portfolio details, or other personal information in public discussions.
- GitHub: simon-liu-xin
- RSS: Subscribe
