吴世春：今年符合这3个特征的创业公司，我会果断投

Investment Logic - The first investment logic is to invest in "unicorn tigers," distinguishing between "tigers" and "pigs" within the unicorn category, where tigers can thrive without constant capital feeding [1][2] - The second logic focuses on investing in "town youth," emphasizing the need for long-term commitment and focus, as these individuals are less likely to chase trends [5][8] - The third logic is about the alignment of people, events, timing, and valuation, where successful investments require a strong entrepreneur, a favorable market, the right timing, and reasonable valuation multiples [9][10] Market Trends - The current investment landscape shows that many new unicorns are led by "town youth," contrasting with previous trends where returnees were favored [7][8] - The article highlights that missing a critical time point can lead to lost investment opportunities, citing examples like the electric vehicle sector after 2016 and the rocket industry after 2018 [11][10] Fund Management - The company has been managing funds for 11 years, with a total fund size exceeding 100 billion, having invested in over 600 companies, with 70-80 of them nearing A-share listing standards [12][13] - It is projected that around 20 companies from the portfolio will go public by 2026, with an average of 1-2 companies expected to list each month [13] Event Promotion - An upcoming event from January 22-24 will involve a deep dive into the technology manufacturing industry, aimed at exploring opportunities in a trillion-dollar market [14][19] - Participants will engage in immersive learning experiences, networking with entrepreneurs and investors, and gaining insights into capital trends and industry strategies [21][22]