BedRock
Reading Notes: How to Understand Brands（2）
Part 2. How to understand media/content/dissemination/ideological centralization? The author attempts to combine media theory with the...
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BedRock
Dec 25, 20217 min read
Reading Notes: How to Understand Brands (1)
In consumer goods investment, understanding brand is an important topic. The role of a brand can be simplified and divided into two...
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BedRock
Nov 16, 20214 min read
Reading Notes-Decisive Battles: How Mao and Chiang Responded to the Three Major Campaigns
by Jolin This book was recommended to me by a friend who is an entrepreneur. We were discussing the topic of "how to maintain consistent...
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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
Nov 10, 20219 min read
Who is the greatest CEO?
Many people would say that it was Jack Welch, who achieved a 20.9% annual compounded shareholder return during his 20 years as CEO of...
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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
Mar 14, 202115 min read
Niche, Breakthrough, and Investment - Tea Talk Meeting Transcript - Reflections on Investment Thinki
This tea talk meeting started with Zsquare sharing their reflections on "Crossing the Chasm," followed by a divergent discussion among...
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BedRock
Feb 17, 202115 min read
Innovation, Change and Investment-Tea Party Record-Investment Thoughts Essay
We held an internal sharing and discussion session before the new year, focusing on exploring innovation, change, and their relationship...
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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
Jan 1, 20216 min read
A Letter to Investors -BEDROCK
Flash back on 2020 I could not recall any year of performance like 2020, which full of so many uncertainty and volatility, within my 10+...
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