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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...

BedRock
May 31, 202011 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...

BedRock
May 24, 20209 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...

BedRock
May 21, 202014 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...

BedRock
May 2, 20204 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...

BedRock
Mar 16, 20206 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...

BedRock
Mar 2, 20207 min read
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