BedRock
Recent Investment Reflections
Performance and Valuation Levels of US Tech Companies Recent quarterly reports have been frequently released, and we have been closely...
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BedRock
Sep 8, 20209 min read
Heuristics & Biases - On Investment
Thinking, Fast and Slow was probably the best book I have read in the first half of 2020. Here are some of the notes I took after reading...
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BedRock
Sep 7, 20207 min read
Two Selves - On Investment
Thinking, Fast and Slow was probably the best book I have read in the first half of 2020. Here are some of the notes I took after reading...
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BedRock
Sep 6, 202020 min read
Choices & Decision Making -On Investment
Thinking, Fast and Slow was probably the best book I have read in the first half of 2020. Here are some of the notes I took after reading...
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BedRock
Sep 4, 202012 min read
Two Systems - On Investment
Thinking, Fast and Slow was probably the best book I have read in the first half of 2020. Here are some of the notes I took after reading...
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BedRock
Aug 30, 20203 min read
Why should we be long-term oriented? - On investment
We need to be a long-term oriented investors does not necessarily because this slogan sounds great and has better publicity nor because...
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BedRock
Jul 13, 20204 min read
Front-Run Challenge! - On investment
Perfect Opportunities may be very Limited BEDROCK’s primary investment methodology is similar with that of GARP (growth at reasonable...
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BedRock
Jun 10, 20208 min read
Investment vs gambling, and our strategy- On investment
Investment vs gambling, people are used to treat the two as totally distinctive. However, they are all about putting money at first,...
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BedRock
May 31, 202011 min read
Big money thinks small- Thoughts on investment
Before reading this book, I don’t know much about Joel Tillinghast, sorry for my limited knowledge of these great investors. After the...
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BedRock
May 24, 20209 min read
Thoughts on investment - review on ‘Influence’(2)
For the first part of review on ‘Influence’(1) please check here . Liking Few people would be surprised to learn that, as a rule, we most...
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BedRock
May 21, 202014 min read
Thoughts on investment - review on ‘Influence’ (1)
This is another book Charlie Munger highly recommended and gave many copies to his friends as gifts. After the reading, I see clearly...
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BedRock
May 2, 20204 min read
Thoughts on investment – What we do in a crisis?
In the past few months, the world has experienced a lot, many never even could not imagine before, and so did the market. The market has...
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BedRock
Mar 16, 20206 min read
Case studies using methods from ‘competition demystified’
In this article, I will try to do some real life case studies, and try to use the theory from the book (Competition Demystified) to help...
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BedRock
Mar 2, 20207 min read
Tencent – solid but boring?
Talking about Tencent is like talking about the whole China internet market, and thus topic can be extremely complicated. In the...
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