"X = Alpha" | China's Consumer Investing with Boyu Hu

In our second episode, we sit down with Boyu Hu, founder of XVC. Boyu shares his unique investment philosophy, emphasizing independent thinking and emotionless decision-making, and spotting unconventional opportunities in China’s rapidly evolving consumer market. Key Topics Include: The secret behind XVC’s No.1 global performance (2019 vintage) Outlook on China’s consumer market and why China VC still have alpha potentials The “objective” and “emotionless” mindset of successful founders like Yiming Zhang (ByteDance) & Xing Wang (Meituan) How Dyson’s pricing strategy paved the way for Chinese startups Laifei to generate $500M in revenue in just four years The bold bet on Changee, a milk tea startup that defied the odds to become a unicorn from one of China’s poorest regions Join us for an in-depth analysis of how independent thinking and emotionless decision-making can unlock extraordinary value in China's consumer market.