We are value investors and we seek opportunities that are available at times when stocks are temporarily priced below their intrinsic values. Because prices tend to return to their true values over the long term, this investment style can produce favorable results for patient investors. In addition to buying stocks at below their intrinsic values, we focus on great businesses. By great businesses we mean companies that are profitable, earn high returns on capital, generate free cash flow and possess competitive advantages over the competitors.
Binglin Li was educated as an Engineer at Shanghai Jiao Tong University and Kent State University. After graduating with his Master's degrees in Pattern Recognition & Intelligence Control and in Computer Science, he worked as a software engineer for AnalytX, Inc. and Arch Insurance Group. Recently he worked as the coordinator for Region 4 Education Service Center. Since 2003, Bing has been an enthusiastic value investor and demonstrated keen business and investment abilities. He has managed family accounts and his own money successfully for the last fourteen years. Following his lifelong passion for investing, in January 2016, Bing founded Linden Rose Investment in order to offer investment advisory services to clients based on his investment philosophy of owning outstanding companies for the long term.
Mr. Peng has 10 years experience with U.S. listed Chinese companies and U.S. public market. From 2013 to 2016, he has served as Chief Financial Officer of Ossen Innovation Co., Ltd., a China-based manufacturing company listed on the Nasdaq exchange. Prior to that, Mr. Peng served as Senior Vice President at MZ Group from 2007 until 2012 where he was responsible for providing consulting services related to US capital market to the Chinese clients. Prior to working at MZ Group, he served in various capacities at Thomson Financial and Citigroup. Mr. Peng has been trained in both Finance and Accounting. He received a Master of Science in Computer Science from the New Jersey Institute of Technology in 2000. He also received a bachelor's degree in Automation Control from Shanghai Jiao Tong University in Shanghai, China in 1995. Mr. Peng has also been appointed as the independent director of an NYSE listed company since 2016.
Focus on the long term, 10-20 years
Know what you do not know, stay within circle of competence
Big Margin of Safety (manage risk)
Treat clients as partners, grow together with partners
Invest based on deep understanding of the company
Analyze the business, not the market
Long only, no short, no leverage
Focus, prioritize and persevere
Stay hungry, stay foolish
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