BedRock
Discussion on Investment Opportunities in the U.S. Food and Beverage Industry
In recent years, I've reviewed several sectors within the U.S. consumer goods industry. Here, I’ll provide a brief summary of my current...
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BedRock
Oct 237 min read
Why Do Top-performing Stocks Frequently Emerge From The U.S. Restaurant Industry?
Recently, we visited the U.S. to conduct research on the technology and consumer sectors, and I’d like to gradually share some of the...
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BedRock
Oct 231 min read
Monthly Report -202409
Disclaimer: Investing in funds involves various risks, including but not limited to market risk, credit risk, and liquidity risk....
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BedRock
Sep 231 min read
Monthly Report -202408
Disclaimer: Investing in funds involves various risks, including but not limited to market risk, credit risk, and liquidity risk....
6 views0 comments
BedRock
Aug 211 min read
Monthly Report -202407
Disclaimer: Investing in funds involves various risks, including but not limited to market risk, credit risk, and liquidity risk....
26 views0 comments
BedRock
Aug 127 min read
How long can the money spent on training large models last?
We have assessed the computational power requirements for future large model training, concluding that with each generation upgrade, the...
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BedRock
Jul 225 min read
A Preliminary Study on Edge AI
Edge AI has received increasing attention recently. Here we share some recent research insights: 1. A new phone replacement cycle? Last...
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BedRock
Jul 80 min read
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BedRock
Jul 11 min read
BEDROCK Podcast E12 - Talking about Myself: First Half of the Year Investment Review & Outlook
This interview comes from: Anna, TC, Tracy BEDROCK Channels, XIAOYUZHOU and YOUTUBE are now online, where we periodically share our...
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BedRock
Jul 11 min read
Monthly Report -202406
Disclaimer: Investing in funds involves various risks, including but not limited to market risk, credit risk, and liquidity risk....
27 views0 comments
BedRock
Jun 271 min read
BEDROCK Podcast E11-Talking about Japan
This interview comes from: Oliver, TC, Tracy BEDROCK Channels, XIAOYUZHOU and YOUTUBE are now online, where we periodically share our...
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BedRock
Jun 261 min read
BEDROCK Podcast E10-Talking about Latin America
This interview comes from: Oliver (BR analyst), TC, Tracy Topics discussed in this issue include: *Overall perception of Latin American...
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BedRock
Jun 258 min read
Latin American Investment (1) — A Macroeconomic Perspective
In recent years, Latin America, as a region full of diversity and potential, has gradually caught the attention of global investors....
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BedRock
Jun 2517 min read
Latin America Investment (2) — Largest digital bankNubank
After understanding the macroeconomic situation in Latin America, we recognize it as a typical emerging market characterized by...
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BedRock
Jun 2524 min read
Latin American Investment (3) — E-commerce giant Mercado Libre
The e-commerce market in Latin America is facing new opportunities and challenges, especially with the rise of platforms like Mercado...
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BedRock
Jun 11 min read
Monthly Report -202405
Disclaimer: Investing in funds involves various risks, including but not limited to market risk, credit risk, and liquidity risk....
31 views0 comments
BedRock
May 11 min read
Monthly Report -202404
Disclaimer: Investing in funds involves various risks, including but not limited to market risk, credit risk, and liquidity risk....
38 views0 comments
BedRock
Apr 15 min read
Monthly Report -202403
Operational Review: Adjusting the structure of technology holdings, increasing investment in consumer and financial technology sectors In...
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BedRock
Apr 11 min read
BEDROCK Podcast E9 -Let’s Talk About Semiconductors
This interview was conducted a month ago, but it’s time to listen to it now. I hope it will be helpful to everyone. Guest of this issue:...
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BedRock
Mar 51 min read
BEDROCK Podcast E8 - Let’s talk about AI again
BEDROCK Channels, XIAOYUZHOU, XIMALAYA and YOUTUBE are now online, where we periodically share our insights and reflections on...
6 views0 comments
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