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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....

BedRock
Aug 31, 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...

BedRock
Aug 30, 20203 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...

BedRock
Jul 13, 20204 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...

BedRock
Jul 7, 20207 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,...

BedRock
Jun 10, 20208 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...

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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