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
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
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
Dec 26, 20238 min read
Population and Investment
The Impact of Population on Investment Population issues are crucial for investment. While short-term macroeconomic and investment trends...
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BedRock
Dec 8, 20238 min read
Inflation Aftereffects - Summary of U.S. Research（1）
It's been over two months since the research trip to the United States. Let's summarize and share the findings. First, let's talk about...
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BedRock
Sep 17, 20234 min read
All kinds of AI copilot charging space discussion
Over the past few months, various software companies have either launched or announced their own AI copilot products, such as Microsoft's...
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BedRock
Apr 17, 20231 min read
Some thoughts about AI
We firmly believe that AI has a huge and far-reaching impact on this era, so it is necessary for us to conduct in-depth research and...
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BedRock
Apr 4, 20238 min read
Some thoughts about AI LLM
Since the open access of ChatGPT, the development of the AI field has been rapidly evolving, and the release of GPT-4 has further...
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BedRock
Mar 6, 20237 min read
ChatGPT Research and Investment Speculations.
ChatGPT has been hot for a long time, and we have done some research to understand its investment opportunities. We share our findings...
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BedRock
Jan 7, 202315 min read
Investment Outlook Essay for 2023
2022 Summary and Random Thoughts Don't overestimate your ability to predict the future. Looking back at the outlook for 2022 at the...
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BedRock
Oct 16, 202212 min read
Some thoughts on investment methodology and pricing issues
Continuing from the four previous articles on "Some Thoughts on Inflation," "Some Thoughts on Interest Rates," "Some Thoughts on Exchange...
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BedRock
Oct 10, 202212 min read
Some thoughts on investment area selection
Following the previous three articles "Some thoughts on inflation issues", "Some thoughts on interest rate issues", and "Some thoughts on...
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BedRock
Oct 9, 202210 min read
Some Thoughts on Exchange Rate Issues
Continuing from the previous two articles "Thoughts on Inflation Issues" and "Thoughts on Interest Rate Issues", we have also done some...
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BedRock
Oct 3, 20226 min read
Some Thoughts on the Interest Rate
Following our previous article "Some Thoughts on the Inflation Problem," we have attempted to research and reflect on another...
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BedRock
Oct 2, 20226 min read
Some Thoughts on Inflation
Recently, the issue of inflation has been a core concern for global investors. While we are not macroeconomists, our investment approach...
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