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Value oriented portfolio of small cap equity holdings

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Value oriented portfolio of mid cap equity holdings

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Value oriented portfolio of all cap equity holdings

September 1, 2025

Breakneck: China's Quest to Engineer the Future

Dan Wang

Dan Wang’s Breakneck: China’s Quest to Engineer the Future, alongside Patrick McGee’s Apple in China and Marc Dunkelman’s Why Nothing Works, underscores the critical importance of preserving process knowledge—intangible know-how and institutional memory—for sustained excellence, a principle vital for value investing firms and once a hallmark of American manufacturing. Wang argues that the U.S. has lost this craft-driven edge amid China’s state-fueled engineering surge, while McGee details Apple’s transfer of manufacturing expertise to China, and Dunkelman dissects how progressive reforms prioritizing inclusivity have paralyzed American progress. Breakneck and Apple in China highlight China’s manufacturing ascent through disciplined execution and scale, while Why Nothing Works reveals the bureaucratic and democratic hurdles stalling U.S. revival. For investors, these books provide a deeper understanding of U.S. and China dynamics, helping to better anticipate geopolitical developments and their market implications.

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