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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....
BedRock
Jun 25, 20248 min read
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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...
BedRock
Jun 25, 202417 min read
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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...
BedRock
Jun 25, 202424 min read
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Monthly Report -202405
Overall, there was little change in positions in May. We increased investment in Latin American internet while slightly reducing the holding
BedRock
Jun 1, 20240 min read
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Monthly Report -202404
In April, the net value of the products experienced some pullback. On one hand, although the position was slightly reduced, the level of hol
BedRock
May 1, 20240 min read
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Monthly Report -202403
Operational Review: Adjusting the structure of technology holdings, increasing investment in consumer and financial technology sectors In...
BedRock
Apr 1, 20245 min read
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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:...
BedRock
Apr 1, 20241 min read
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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...
BedRock
Mar 5, 20241 min read
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Monthly Report -202402
Operation Review: Slightly increased investment in U.S. consumer stocks, maintaining a high position The changes in investment in...
BedRock
Mar 1, 20244 min read
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BEDROCK Monthly Report and Happy New Year!!! -202401
Investment Strategy Review: Adjusting AI Investment Structure, Maintaining High Positions In January, we made minor adjustments to our...
BedRock
Feb 1, 20244 min read
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BEDROCK Podcast E7 - Talking About AI2
BEDROCK Channels, XIAOYUZHOU and YOUTUBE are now online, where we periodically share our insights and reflections on investments,...
BedRock
Jan 16, 20241 min read
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BEDROCK Podcast E6 - Talking About AI1
BEDROCK Channels, XIAOYUZHOU and YOUTUBE are now online, where we periodically share our insights and reflections on investments,...
BedRock
Jan 15, 20241 min read
2 views
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BEDROCK Podcast E5 - Talking About Oneself, Review, and Outlook
BEDROCK Channels, XIAOYUZHOU and YOUTUBE are now online, where we periodically share our insights and reflections on investments,...
BedRock
Jan 5, 20241 min read
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BEDROCK 2023 Review and 2024 Outlook
I: 2023 Investment Review: Focus on Method Optimization and Expanded Research Coverage In 2023, the most crucial aspect was optimizing...
BedRock
Jan 1, 20246 min read
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BEDROCK Podcast E4 - Let's Chat II
BEDROCK Channels, XIAOYUZHOU and YOUTUBE are now online, where we periodically share our insights and reflections on investments,...
BedRock
Dec 31, 20231 min read
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BEDROCK Podcast E3 - Let's Chat I
BEDROCK Channels, XIAOYUZHOU and YOUTUBE are now online, where we periodically share our insights and reflections on investments,...
BedRock
Dec 30, 20231 min read
2 views
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BEDROCK Podcast E2 - Let's Talk About Cross-Border E-Commerce
BEDROCK Channels, XIAOYUZHOU and YOUTUBE are now online, where we periodically share our insights and reflections on investments,...
BedRock
Dec 29, 20231 min read
5 views
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Population and Investment
The Impact of Population on Investment Population issues are crucial for investment. While short-term macroeconomic and investment trends...
BedRock
Dec 26, 20238 min read
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BEDROCK Podcast E1 - Talking About U.S. Inflation
Hello everyone, We are trying to create some podcasts, and this is the first episode. We will irregularly share BEDROCK's insights and...
BedRock
Dec 25, 20231 min read
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BedRock
Dec 18, 20230 min read
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