BEDROCK
BEDROCK
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avatarBEDROCK
2021-02-28

BEDROCK Monthly Report -2021/03

  Core Value: Value investing in the best growth opportunities and share with our investors on the way. What we are looking for: 1, Those with strong competition advantages, especially coming from economy of scale and customer captivity; 2, Those still have great potential to grow; 3, Those with honest, capable management; 4, Those who have not been overly priced for their future opportunities; In short: BEDROCK seeks out undervalued stocks of growing companies we understand with honest, capable management. Recent Thoughts: 1, In a low and even negative interest rate environment, everybody is urgently cashing out future stories, making our way of value investing in growth even more difficult. 2, The interest in HongKong market suddently surged during the first month of 2021 with
BEDROCK Monthly Report -2021/03
avatarBEDROCK
2021-02-01

BEDROCK Monthly Report- 2021/02

  Core Value: Value investing in the best growth opportunities and share with our investors on the way. What we are looking for: 1, Those with strong competition advantages, especially coming from economy of scale and customer captivity; 2, Those still have great potential to grow; 3, Those with honest, capable management; 4, Those who have not been overly priced for their future opportunities; In short: BEDROCK seeks out undervalued stocks of growing companies we understand with honest, capable management. Recent Thoughts: 1, In a low and even negative interest rate environment, everybody is urgently cashing out future stories, making our way of value investing in growth even more difficult. 2, The interest in HongKong market suddently surged during the first month of 2021 with
BEDROCK Monthly Report- 2021/02

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