BedRock
Monthly Investment Report -202209
Market review Overseas: Fundamentals are the core driver of future stock prices: the Fed continues to tighten and consolidate the...
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BedRock
Sep 21, 20225 min read
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
Aug 31, 20226 min read
Monthly Investment Report -202208
Market review The performance of the domestic market is generally in line with expectations. Under the guideline of ‘anti-epidemic first...
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BedRock
Aug 7, 20229 min read
Ultimate Machine Learning Algorithm - Book Review
Traditional algorithms take input data and output results. Machine learning algorithms, on the other hand, take input data and desired...
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BedRock
Jul 31, 20225 min read
Monthly Investment Report -202206
Market Review Domestic The nationwide spread of the epidemic since July and the turmoil of property loan suspension interrupted the...
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BedRock
Jun 30, 20223 min read
Monthly Investment Report -202205
Outlook Domestic: Epidemic prevention enters the normalization stage, the focus of the government is expected to tilt from "zero COIVD"...
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BedRock
May 31, 20224 min read
Monthly Investment Report -202204
Market view: the market is overall gloomy in April, but it is normal that the bad news is the majority in the bottom area until the...
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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 14, 202216 min read
Cybernetics, Systems Theory, and Investment
Cybernetics and systems theory are fundamental disciplines for understanding the changes in things, and understanding these fundamental...
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BedRock
May 4, 20227 min read
Reading the History of Quantum Mechanics and Thinking about Investment: Does God Play Dice?
Although the phrase "when in doubt, use quantum mechanics" has long been used as a joke, this article is not a discussion of a...
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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 24, 202218 min read
2022Q2 Investment Thought Sharing-Q&A
We did some Q&A after our Q2 investor sharing, as follows. It is for reference only and not intended as investment advice. Q: How do you...
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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
Feb 28, 20223 min read
Monthly Investment Report -202201
Market & Operation Review The sudden Russian-Ukrainian war in February and the subsequent sanctions imposed on Russia by various...
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BedRock
Feb 22, 202219 min read
2022 Investment Thoughts and Essays
Risk Control, Challenges and Corrections 2021 can be said to be the most challenging year for my investment career. It's not because of...
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BedRock
Jan 31, 20223 min read
Monthly Investment Report -202112
Investment Ideas & Market Outlook Domestic macro: the main conflict is steady growth. Steady growth is the core of the central economic...
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BedRock
Dec 31, 20212 min read
Monthly Investment Report -202111
Core Value： Value investing in the best growth opportunities and share with our investors on the way. What we are looking for: 1, Those...
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BedRock
Dec 27, 202110 min read
Reading Notes: How to Understand Brands(3)
Part 1. How to Understand Consumerism Part 2. How to Understand Media/Content/Communication/Consciousness Centralization? Part 3. How to...
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