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Xin Wu of Banyan Partners (http://www.banyanpartners.cn/) is in the 10% of Chinese public equity's investors, but not many know of him. Therefore, we were especially happy to welcome him on the podcast! We have discussed the following: 00:00 Preview 00:52 Introducing Xin Wu 01:27 Investing in China now compared to the past years 02:15 Why China is paradise for value investors currently 06:55 Data availability today 10:11 How to make money in a market like China 16:20 Observations on the market 20:57 Finding a good company 26:38 Criteria to build on an idea 28:40 Portfolio structure 30:33 Value through shorting 36:10 Gongniu Group 45:27 Join GI Plus 45:50 When to sell 48:33 Andon Health 56:22 Dealing with competence 01:00:34 Closing thoughts 01:01:43 Goodbye 01:02:00 Disclaimer #goodinvesting #china #chinesestocks Join Good Investing Plus ➕ Apply here to Plus: https://good-investing.net/plus/ Our newsletter 📧 Subscribe to our newsletter: https://www.good-investing.net/contac... Helpful tools for investors 📈 Stratosphere - beautiful stock analysis tool* - https://stratosphere.io/?lmref=bJ0jjw 📶 TIKR - great data tool *: https://tikr.com/goodinvesting/ 💱 Wise - our recommended savings account *: https://good-investing.net/wise/ Transparency Good Investing Talks is a video & audio production of Good Investing, a brand of Good Investing UG. The editorial responsibility of these broadcasts lies solely with Good Investing UG. In the run-up to the recording, the guests refrain from co-determination of content or editorial influence and pay a cost contribution for the organization and production of the video & audio and transcript formats. 📃 Disclaimer: https://good-investing.net/imprint/di... Affiliate Link = *