BEDROCK Podcast E13 - Let’s Talk About How We Invest

This episode is co-broadcasted with [投资实战派].

Topics:

11:34 Understanding of value investment and growth investment

25:07 How to price

32:53 How to deal with uncertainty in investment

41:05 Investment target? Why

45:18 How to view the current US stock market

49:41 How to set the benchmark

54:23 Challenges of investing in technology/growth

61:00 How to solve industry problems: investment research collaboration

61:11 Investment research system

61:16 Concentration or dispersion

BEDROCK Channels, XIAOYUZHOU and YOUTUBE are now online, where we periodically share our insights and reflections on investments, industries, and companies. We welcome everyone to follow us. 

 YOUTUBE: http://www.youtube.com/@BRPartners-xb7zt