BedRock
From Skill Acquisition to Cognitive Upgrades - Reflections on Investment
In this edition of Reflections on Investment, I intend to delve into the topic of skill acquisition and cognitive upgrades in relation to...
top of page
Welcome to Bedrock's Articles.
Search
BedRock
Nov 1, 20206 min read
Recent Investment Reflections
Performance and Valuation Levels of US Tech Companies Recent quarterly reports have been frequently released, and we have been closely...
0 views0 comments
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...
1 view0 comments
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...
3 views0 comments
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...
3 views0 comments
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...
4 views0 comments
BedRock
Aug 31, 20203 min read
The cascading effects and the hedge funds’ dilemma
A topic seldomly been brought about but it is also indispensable in decision making is the cascading effects of different investor sets....
2 views0 comments
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...
3 views0 comments
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...
1 view0 comments
BedRock
Jul 7, 20207 min read
2020 H1 Reading Reviews and Book List
Time flies and the first half of 2020 has already passed. It is such a volatile half year that nobody would predict. Quite a lot of...
11 views0 comments
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,...
2 views0 comments
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...
0 views0 comments
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...
1 view0 comments
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...
0 views0 comments
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...
1 view0 comments
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...
2 views0 comments
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...
1 view0 comments
bottom of page