We Are All Product Managers Yu Jun's book was initially written for internet product managers, and it may seem unrelated to investments....

The Innovator’s Dilemma contemplates the difficulties of maintaining a firm’s position when faced with innovative technologies. Summary...

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...

Competitive Advantage Analysis Determining the Existence of Competitive Advantage: Market Share/Stability of Relative Market Position...

Existence of Competitive Advantages I. Stability of market shares/relative market positions among firms: each player in the market can...

In this edition of Reflections on Investment, I intend to delve into the topic of skill acquisition and cognitive upgrades in relation to...

Performance and Valuation Levels of US Tech Companies Recent quarterly reports have been frequently released, and we have been closely...

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...

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...

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...

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...

We need to be a long-term oriented investors does not necessarily because this slogan sounds great and has better publicity nor because...

Perfect Opportunities may be very Limited BEDROCK’s primary investment methodology is similar with that of GARP (growth at reasonable...

Investment vs gambling, people are used to treat the two as totally distinctive. However, they are all about putting money at first,...

Before reading this book, I don’t know much about Joel Tillinghast, sorry for my limited knowledge of these great investors. After the...

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...

This is another book Charlie Munger highly recommended and gave many copies to his friends as gifts. After the reading, I see clearly...

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...

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...