Another title: Deep Chat with 100 Investors Series (8).
Don't you know, I listen to you all the time when you creep into the house and talk to your mom! It's just that I didn't say a word, and I pretended to be asleep......”
You're very busy, so you don't care much about me. But whenever you are at home, we are cautious, what you say and what I do, for fear of making you angry ......”
You like to tease your sister so much that she always cries and screams at the end'Stinky dad'……”
This is a letter written to him by Li Da, the eldest daughter of Yansheng Asset CEO in primary school.
Last spring, Li Da took over as the general manager of Shenzhen Quantitative Private Equity from a subjective private equity firm, and he often flew to Shenzhen and Beijing to work and travel for a long time, which also made him regret the "missing" of his daughter's company.
In the same circle, I had a few "airborne interactions" with Li Da last year.
In September last year, I participated in the Jianxin ** strategy meeting and sent him a few photos of the scene, "See if there are any acquaintances?" When he saw a familiar general manager of the investment department, he replied: "Haha, Mr. Liang is familiar, and the peach blossoms are still smiling and ......."”
He is one of the few institutional investors in the circle I know who dares to express himself and reveal his inner world.
A few days ago, Li Da wrote a "2023: Black, White and Gray under Entropy Increase" in his personal ***, he conducted a comprehensive review of 2023, in this **circle, which is accustomed to "lack of expression, vague expression, and incomplete expression", I read the entire article from beginning to end.
In his own words, this 20,000-word long article in 2023 is 250,000 words is already a lot less, and in this impetuous era, many people can't read such a long text.
Now, I have excerpted a few interesting words and passages to share with those who are full of love and true love for the world.
1. A letter written by a daughter to a "stinky dad".
Finally, let's end with the words of my daughter who brought tears to my eyes, this is 2023, the richest love. No matter how entropy the world increases, my world will not be only black, white and gray, because there is love. ”
This is the last part of Li Da's 20,000-word long essay, but I think it is the finishing touch of the whole text.
The more than 19,000 words of inner monologue in front of her are not enough for the "perspective" of her fifth-grade daughter, what kind of existence is the father of the private equity boss in her eyes?
As a middle-aged person, in our turbulent wandering world, only the "love" and "love" of relatives are the most true hearts of investors.
The following is the full text of Li Da's daughter "Tutu"——
2. 2023 with the disease
When the body is not under one's control, it is the time when human beings are most likely to feel helpless. ”
Looking back on 2023, Li Da has written a lot of his love-hate relationship with the sequelae of the new crown, whether he is or has friends around him, he has suffered a very difficult time in the past year.
Busyness, exhaustion and physical torture have forced an investor with a high self-demand to put off what he is doing and think about the meaning of work and life.
A few days ago, I was invited to a Founders Forum to give a 30-minute talk, and in the chapter "Wading Through the Midlife Crisis", I shared this passage.
As for "disease", Li Da's reflection is that if progress cannot be built on the basis of better physiological signs, then what is the point of building a taller building?
Therefore, the Trisolarans can be desperate to survive. Therefore, the "lack of confidence" is often a direct reflection of the decline in human health as a whole.
After the "good and unfortunate" of a generation
Li Da belongs to the post-85s, and he also has the brand and label of the post-80s generation.
After graduating with a master's degree in TOB2, he worked for CCB** and Shibei Investment, and was entrusted with the important task of becoming a well-known quantitative private equity CEO last year.
Compared with the previous generation of the post-70s, Li Da often laughs at himself for being "born at the wrong time" of the post-80s.
When he first arrived at this quantitative private equity, many of his colleagues were born in the 90s, 95s, and even 00s, and compared with the younger generation, Li Da also had a lot of intergenerational thinking.
In the era of panic, Li Da, who was born after 85, was lost and confused, but more often, he was still positive and optimistic.
But then again, I don't think the post-80s generation is unlucky; On the contrary, we will feel very lucky, because we are fortunate to be able to witness the cycle, and we are fortunate to witness all the changes of the times. Li Da said.
As the manager of the company, he also has his own "confusion" - no matter how honest you are, in front of your subordinates, you may be understood as painting cakes, PUA, **, etc.
In a sense, Li Da's 20,000-word long essay is a "happy" expression, facing himself, his family, his colleagues, and all his friends and strangers who care about him.