Investing in stocks is actually very simple, with just one core logic: what fills your life, what you are using and cannot live without, is what’s worth allocating to.

Take myself as an example. My daily shopping is basically handled by a giant e-commerce company, buying everything from daily necessities to electronics. For daily work, navigation, and search, I rely on a search engine giant, and I also depend on its map services for travel. As for electronic devices, my phone, tablet, computer, and watch—all are products of a single tech company’s ecosystem.

This is the reason for my choice—voting with your feet. When a company's products have become essential to your life, and you can hardly imagine living without them, this stickiness itself represents business value. This logic applies in any market.