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.