Following our previous article "Some Thoughts on the Inflation Problem," we have attempted to research and reflect on another...

Recently, the issue of inflation has been a core concern for global investors. While we are not macroeconomists, our investment approach...

In the previous article (Advanced Process Semiconductor Demand Estimation), we calculated the demand for advanced process semiconductors...

Semiconductors play a crucial role in our daily lives, as they are essential components of devices such as phones, computers, servers,...

Despite significant fluctuations in the Cloud market in recent times, with EMCLOUD Index's total market value dropping to $1.4 trillion...

Recently, I have been reflecting on our investment methodology, and one of the most important aspects is risk management. I believe this...

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...

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...

I have been reflecting on my investment experience over the past five years, especially in the past year, and thinking about how we...

We previously wrote an article exploring the issues of probability, concentration, and diversification in investing (Probability,...

Recently, due to the volatile market conditions, especially concerns about future policy changes that have caused a series of...

Rethinking the Underlying Models of Chinese and Western Approaches to Investment Recently, the news that the education industry in China...

Recently, our managed products have experienced some setbacks. Therefore, I think it is necessary to communicate with investors before...

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...

Mathematical Considerations on Social Cooperation I had the opportunity to read a rather obscure yet groundbreaking book published in...

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...

We Are All Product Managers Yu Jun's book was initially written for internet product managers, and it may seem unrelated to investments....

The Innovator’s Dilemma contemplates the difficulties of maintaining a firm’s position when faced with innovative technologies. Summary...

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...

Competitive Advantage Analysis Determining the Existence of Competitive Advantage: Market Share/Stability of Relative Market Position...