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Advanced process semiconductor supply estimation
In the previous article (Advanced Process Semiconductor Demand Estimation), we calculated the demand for advanced process semiconductors...
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BedRock
Sep 20, 20228 min read
Advanced Process Semiconductor Demand Estimation
Semiconductors play a crucial role in our daily lives, as they are essential components of devices such as phones, computers, servers,...
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BedRock
May 16, 20227 min read
How to quickly understand a SaaS company?
Despite significant fluctuations in the Cloud market in recent times, with EMCLOUD Index's total market value dropping to $1.4 trillion...
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BedRock
May 1, 20224 min read
I Admit It. I’m in Love With Fear.
Recently, I have been reflecting on our investment methodology, and one of the most important aspects is risk management. I believe this...
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BedRock
May 1, 20224 min read
Random thoughts & Welcome 2022 !!
本文作者为BEDROCK成员Barry 对行业的理解： 美国Digital Lending：科技提升效率 or Regulation arbitrage? 美国个人无抵押贷款市场：从2012年的总共欠款460亿美元上升到2020年1900万个贷款者总共欠款1500亿美元，F...
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BedRock
Apr 4, 202220 min read
2022Q1 Investment Thoughts Essay
The first quarter of 2022 has passed in the blink of an eye, which seems too fast and feels like a dream full of drama. In the past...
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BedRock
Nov 14, 202112 min read
Investment Reflection and Outlook
I have been reflecting on my investment experience over the past five years, especially in the past year, and thinking about how we...
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BedRock
Sep 18, 202113 min read
Probability Theory, the Law of Large Numbers, and Scientific Betting
We previously wrote an article exploring the issues of probability, concentration, and diversification in investing (Probability,...
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BedRock
Sep 17, 20219 min read
Probability, concentration and ergodicity
Recently, due to the volatile market conditions, especially concerns about future policy changes that have caused a series of...
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BedRock
Aug 19, 202110 min read
Rethinking the Impact of the Chinese and Western Models on Investment - Investment Reflections
Rethinking the Underlying Models of Chinese and Western Approaches to Investment Recently, the news that the education industry in China...
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BedRock
Jun 30, 20217 min read
2021 mid-term investment thinking
Recently, our managed products have experienced some setbacks. Therefore, I think it is necessary to communicate with investors before...
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BedRock
Jun 6, 20217 min read
Genes, Survival Machines, and the Evolution of Strategies - Essays on Investment Thoughts
Since I referenced w to the power of n in a book review of "The Selfish Gene" last time, I decided to take out the book again and read it...
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BedRock
May 18, 202111 min read
Scientific Exploration of Strategy Selection - Reflections on Investment Thinking
Mathematical Considerations on Social Cooperation I had the opportunity to read a rather obscure yet groundbreaking book published in...
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BedRock
Apr 25, 20219 min read
From 0 to 1 and from 1 to N - Transcripts from a Tea Session - Reflections on Investment
The tea session will focus on two questions that have emerged from reading "Zero to One": how to define the boundaries of a company and...
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BedRock
Apr 22, 202125 min read
We are all Product Managers - Product Methodology Reading Notes
We Are All Product Managers Yu Jun's book was initially written for internet product managers, and it may seem unrelated to investments....
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BedRock
Feb 16, 20214 min read
The Innovator’s Dilemma ——Book Notes
The Innovator’s Dilemma contemplates the difficulties of maintaining a firm’s position when faced with innovative technologies. Summary...
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BedRock
Feb 12, 20219 min read
Summary of the Year of the Rat and Prospects for the Year of the Ox - Investment Reflections Essay
On the occasion of bidding farewell to the old and welcoming the new, although we have already written a summary, we still feel the need...
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BedRock
Feb 7, 20213 min read
Competitive Advantage Analysis Methods and Cases
Competitive Advantage Analysis Determining the Existence of Competitive Advantage: Market Share/Stability of Relative Market Position...
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BedRock
Feb 7, 20214 min read
Competition Demystified- Book Notes
Existence of Competitive Advantages I. Stability of market shares/relative market positions among firms: each player in the market can...
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BedRock
Nov 3, 202012 min read
From Skill Acquisition to Cognitive Upgrades - Reflections on Investment
In this edition of Reflections on Investment, I intend to delve into the topic of skill acquisition and cognitive upgrades in relation to...
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