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Seeking Asymmetry

Investment plays, asymmetric bets, and the systems to balance risk with real growth.

Written by

Fred Yu

Featured Posts

analytics

Jan 29, 2026

•

11 min read

AI for Sales-Led Growth

An Agentic Playbook for Scaling Acquisition in Money Sinks

Fred Yu

AI for Sales-Led Growth

An Agentic Playbook for Scaling Acquisition in Money Sinks

Fred Yu

analytics

Jan 13, 2026

•

10 min read

The Chemistry of Product and Growth

Activation Energy, Catalyst and Why Product is the Answer to Durable Growth

Fred Yu

personal development

Dec 31, 2025

•

10 min read

Real Investment

Where True Opportunities Lie

Fred Yu

investment

Dec 27, 2025

•

6 min read

On Structured Markets

Markets as products

Fred Yu

personal development

Jul 21, 2025

•

7 min read

The Mathematics of Social Mobility

Escape Velocity is Mathematical, Not Motivational

Fred Yu

personal development

Jul 14, 2025

•

6 min read

Hidden Consumption

Fake knowledge, dressed up in credibility, paid for with your time

Fred Yu

analytics

REA’s Dominance Is Rooted in Product Craft

Jul 9, 2025

•

9 min read

REA’s Dominance Is Rooted in Product Craft

Deep Product Thinking is the Ultimate Moat

Fred Yu

real estate

Jun 24, 2025

•

9 min read

Seeking Alpha in the Property Market

Fact, Fiction and Property Investing

Fred Yu

personal development

Jun 18, 2025

•

6 min read

Uninformed in the Age of Knowing

Drowning in Knowledge but Starving for Insights

Fred Yu

personal development

Apr 24, 2025

•

7 min read

Knowledge is Power-Less

The New Playbook is Being Written

Fred Yu

investment

Mar 11, 2025

•

6 min read

Timeless Alpha

Values in the Unchanged

Fred Yu

analytics

Jan 28, 2025

•

9 min read

Models Behaving Badly

The Pitfall of Outsourcing Human Thinking

Fred Yu

personal development

Dec 17, 2024

•

7 min read

Combating Conformity

The Biggest Anti-Signal of Our Time

Fred Yu

analytics

Nov 19, 2024

•

7 min read

Limitations of Modern-Day Models

Invisible Gaps

Fred Yu

career

Sep 9, 2024

•

6 min read

How to Kill an Elephant

Start From Cherry Picking

Fred Yu

investment

Philanthropic Mindset in Angel Investing is Bad for Everyone

Aug 20, 2024

•

9 min read

Philanthropic Mindset in Angel Investing is Bad for Everyone

Being Nice Without Boundary Will Poison the Well

Fred Yu

personal development

Aug 12, 2024

•

8 min read

On Resilience

The Power of Insensitivity

Fred Yu

real estate

Jul 30, 2024

•

9 min read

Thoughts on Buyer's Agents

Not a Solution to Alpha Seekers

Fred Yu

analytics

Jul 22, 2024

•

10 min read

The Law of Small Numbers

Size Matters, for Some

Fred Yu

investment

Jul 15, 2024

•

6 min read

Evaluating Marketplace Startups

The Cold Start Problem

Fred Yu

investment

Due Diligence Should Not Be Confirmatory

Jul 9, 2024

•

7 min read

Due Diligence Should Not Be Confirmatory

Kill the Imaginary Goose that Lays Golden Eggs

Fred Yu

investment

Jul 4, 2024

•

6 min read

Investing When Everything is Expensive

Fighting Headwinds

Fred Yu

real estate

Jun 17, 2024

•

11 min read

The Future of Property Finance

Uneven Playgrounds

Fred Yu

real estate

Jun 13, 2024

•

11 min read

Real Estate for the Long Run

The Unfair Advantages

Fred Yu

medicine

Dec 31, 2023

•

5 min read

Embedded Diversification in Biotech

The Portfolio Model

Fred Yu

personal development

Dec 30, 2023

•

7 min read

Passion and Pain

The Core and the Surroundings

Fred Yu

personal development

Dec 25, 2023

•

7 min read

Thoughts on the Surface of Luck

Use it Wisely

Fred Yu

personal development

Nov 29, 2023

•

4 min read

Life Lessons from Immuno-pathology

What Immunology Taught Us

Fred Yu

analytics

Oct 31, 2023

•

11 min read

Outperforming the Market

Far from impossible

Fred Yu

analytics

Oct 6, 2023

•

10 min read

Modelling Property Investment Returns

More Science than Art

Fred Yu

analytics

A Rapid Method for Property Price Estimation

Aug 28, 2023

•

5 min read

A Rapid Method for Property Price Estimation

Not just a MVP

Fred Yu

medicine

What Good Deep Tech Due Diligence Looks Like

Aug 22, 2023

•

7 min read

What Good Deep Tech Due Diligence Looks Like

Not just about the founders

Fred Yu

investment

Reflections on a Year of Angel Investing

Jul 28, 2023

•

9 min read

Reflections on a Year of Angel Investing

Lesser-known corners of angel investing

Fred Yu

investment

The Changing Faces of Start-up Funding Crunches

Jul 22, 2023

•

5 min read

The Changing Faces of Start-up Funding Crunches

Backing dreamers carries costs

Fred Yu

medicine

May 17, 2023

•

8 min read

Pharmaceutical Investing

You can't DD the science

Fred Yu

analytics

Feb 11, 2023

•

7 min read

Momentum in the Property Market

The structural factors behind property’s momentum

Fred Yu

analytics

Feb 4, 2023

•

15 min read

The Quants

P versus Q, and others

Fred Yu

analytics

Aug 13, 2017

•

7 min read

How to Evaluate an Investment Strategy?

The Statistical Way

Fred Yu

investment

Jan 28, 2017

•

7 min read

The Doomsday prophecies?

Not Every Warning Is a Signal

Fred Yu

investment

Jan 18, 2017

•

9 min read

The Origin of Global Macro

Where Economics Meets Investment

Fred Yu

analytics

Dec 13, 2016

•

10 min read

Options Strategy

Rethinking Covered Call

Fred Yu

analytics

Dec 6, 2016

•

13 min read

Currency Carry

The Most Important Strategy in the Forex Market

Fred Yu

investment

Nov 27, 2016

•

5 min read

Dedicated Short Bias

Short Selling Demystified

Fred Yu

analytics

Nov 18, 2016

•

7 min read

The Curse of Insurance

Hedging Against the Black Swan?

Fred Yu

investment

Nov 4, 2016

•

11 min read

The Art of Knowing Nothing

Never Enough

Fred Yu

analytics

Oct 28, 2016

•

9 min read

The Puzzle in Option Pricing

The Missing Underlying Expected Return in the Option Pricing Formula

Fred Yu

investment

Oct 16, 2016

•

7 min read

The Academic Duel in Financial Markets

While the Mantis Stalks the Cicada, the Oriole Lurks Behind

Fred Yu

analytics

Oct 11, 2016

•

9 min read

Uncertainty

Finance is Unsolvable with Physics

Fred Yu

analytics

Sep 24, 2016

•

12 min read

Rebalancing

The Free Lunch Beyond Diversification

Fred Yu

Featured Posts

AI for Sales-Led Growth

Archive

AI for Sales-Led Growth

The Chemistry of Product and Growth

Real Investment

On Structured Markets

The Mathematics of Social Mobility

Hidden Consumption

REA’s Dominance Is Rooted in Product Craft

Seeking Alpha in the Property Market

Uninformed in the Age of Knowing

Knowledge is Power-Less

Timeless Alpha

Models Behaving Badly

Combating Conformity

Limitations of Modern-Day Models

How to Kill an Elephant

Philanthropic Mindset in Angel Investing is Bad for Everyone

On Resilience

Thoughts on Buyer's Agents

The Law of Small Numbers

Evaluating Marketplace Startups

Due Diligence Should Not Be Confirmatory

Investing When Everything is Expensive

The Future of Property Finance

Real Estate for the Long Run

Embedded Diversification in Biotech

Passion and Pain

Thoughts on the Surface of Luck

Life Lessons from Immuno-pathology

Outperforming the Market

Modelling Property Investment Returns

A Rapid Method for Property Price Estimation

What Good Deep Tech Due Diligence Looks Like

Reflections on a Year of Angel Investing

The Changing Faces of Start-up Funding Crunches

Pharmaceutical Investing

Momentum in the Property Market

The Quants

How to Evaluate an Investment Strategy?

The Doomsday prophecies?

The Origin of Global Macro

Options Strategy

Currency Carry

Dedicated Short Bias

The Curse of Insurance

The Art of Knowing Nothing

The Puzzle in Option Pricing

The Academic Duel in Financial Markets

Uncertainty

Rebalancing

Seeking Asymmetry