Yup, I am interested...

今早醒时一直觉得今天是星期一。因为我好害怕last day 的到来。梦中有人问：will you be movie script writer or director? I answer I like to do creative thing. I like to day dreaming, those common thing I like to do it differently. They all laugh at me. But ......"Ya, I am interested." 

If people are willing to give me chance, and it is an opportunity, I want to try.

Ya, I am interested.

Social unrest globalization

Social unrest will be exaggerated in western develop countries if unemployment rate remain high. Stagnant economy in those countries will make people loss patience. "The problem need to be solved!" The emotion spread to the whole world through social network. The world is getting disorder, inequality is getting higher, watch out of riot globalization, because this is the new normal and I don't see develop country economy will recover in another 3, 5years. Emerging countries, 加油！gambateh!

信念

不要为钱，不要为权，这些会让我迷失自己，迷失方向。
于人方便，就是于自己方便。
做对的事，其他的，随缘就好。

An unusually fluid global economy

http://www.youtube.com/watch?v=V2nXZZZOiK8&feature=youtube_gdata_player

Check this out in YouTube, it explain the world today and where we are going in just 10minutes short time so effectively and whole.

Investing in people, not business!

Good company is always lead by visionary leader surrounded by strong management team. They understand that the pie is very big and they can always find growth. They are not limit by the size of the company, they can find new direction of growth even the company is very big. Those companies see very far. They build their company rock solid that can withstand economy stress for long period. They change their course and make changes during difficult time. They adapt and take advantages of political change. You will never fail investing long term in those company as long as you have time, patient, strong trust, faith. Faith is the most important, we usually lost faith during economy bad time when there are so many bad rumors, and we don't know which is true, then we become risk adverse that we switch to "safety first" rule (sell all!!!)

Recently I find those big companies want to control asset that usually controlled by government or target government big project, big contract (electricity, energy, water, telecommunications spectrum, oil and gas). They know those are the sectors that have very high entry barrier and have a very high chances create monopoly or oligopoly situation. In that situation, sure demand, sure sales, high profit margin, sure profit. Who don't want?

是非

我必須用心聆聽當有人在背後說別人的是非，這樣我就可以查明這是否是個是非。如果的確是個是非，那我必須遠離說是非之人；如果是事實，那我必須提防被說是非的人。這幾年的錯誤就是不願去聽人講是非，認為所有在被後說是非的便是是非人。書面的教導引領我犯下概括性的錯誤，讓我錯失了學習看人，封閉在自己自以為是的框框。也一直認為不問天下事，做好分內事就可以避免被捲入是非。原來不是，因為任何人都可以是是非人。在是非地，就會惹是非，你不去惹是非，是非也找上你。甚麼都不知道，就無法應對，還是知道好，至少可以想辦法應對，應付不了不了，也死得瞑目。

Tip of an iceberg.

I remember my teacher told me in 2008 that when bad news started to surface, don't expect them to be solved quickly, because most of the time, it is just the tip of an iceberg. May be many bad news still in the pipeline that we don't know.

Apple stock may be a good buy?

Every time a star die, the star's related product sales jump to sky. Everybody crazy about them. A lot more products will be developed around apple products to memory him. Perhaps apples products sales will hit record again.

Confuse....Helpless....

When we are helpless, we grab on whatever others say, we grab on whatever information. We are so easily influenced by them and loss our mind.
When this happen, why not make a long term plan, whatever happen, just follow. Then shut down all the information and go for vacation.

Can You Stomach The Risk?

Time like this, it's either loss another 20, 30 percent or gain 50 to 100 percent per annum. Although I just simply come out with the figure, what I want to say is we are at the high risk junction now. How Europe going to resolve their problem and gain back confidence.

I feel may be our stock market was in the stage when Bear Stern collapse, when US bail out Fannie and Fredie Mae. The uncertainties are huge but not yet trigger the panic button like the collapse of Lehman Brother that spread all over the world. I think this time the trigger button will be unproper plan of default of Greece's debt that trigger collapse of big banks in Europe.

High risk always come with higher reward.

Idea Wall

In my office, recently set up an idea wall where people can write their idea on the wall. Because of the tightly control organization structure, busy personal work schedule that not encourage idea free flow generating, this create a platform for people to express their long compressed mind. The respond is very good indeed.

Most of the idea I feel is very good. With careful planning, those can really streamline the design, create new demand and transform the company.
Some idea is physical where we can know what is the product, some are concept, some are just plain desire.

Connecting dot is what the great leader need to do. How to consolidate ideas to create products that fit into company value? What the leader see in the future? Where are the demand? How can this improve people life? How can this product change the world? In order to change the world, how to market the product to create demand?

Idea is a lot easier when say than done. It require leader to spend time thinking, collaboratiing with staff, taking risk. We might fail and lost opportunity time and opportunity cost, but I think what we gain is unity, strong spirit among all involved staff, and most importantly, learning from mistakes.