David Yu



David focuses on software, hardware, video gaming, and utilities, applying his firsthand industry knowledge to his research on high-quality compounding growers.

Previously, David was a senior manager of investor relations and finance at ServiceNOW, a SaaS company focused on delivering digital workflows. Prior to that, he was an equity analyst at Shanda Asset Management, where he worked as a sector lead covering TMT. Earlier in his career, David was a senior research associate at Alliance Bernstein.

David received a BA in Journalism and a BS in Economics from Peking University as well as an MBA from the Wharton School at the University of Pennsylvania.

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