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analytics

+1

Outperforming the Market

Oct 31, 2023

•

11 min read

Outperforming the Market

Far from impossible

Fred Yu
Fred Yu

analytics

+2

Modelling Property Investment Returns

Oct 6, 2023

•

10 min read

Modelling Property Investment Returns

More Science than Art

Fred Yu
Fred Yu

analytics

+1

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
Fred Yu

medicine

+1

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
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
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
Fred Yu

medicine

+1

Pharmaceutical Investing

May 17, 2023

•

8 min read

Pharmaceutical Investing

You can't DD the science

Fred Yu
Fred Yu

analytics

+1

Momentum in the Property Market

Feb 11, 2023

•

7 min read

Momentum in the Property Market

The structural factors behind property’s momentum

Fred Yu
Fred Yu

analytics

+1

The Quants

Feb 4, 2023

•

15 min read

The Quants

P versus Q, and others

Fred Yu
Fred Yu

analytics

+1

How to Evaluate an Investment Strategy?

Aug 13, 2017

•

7 min read

How to Evaluate an Investment Strategy?

The Statistical Way

Fred Yu
Fred Yu

investment

The Doomsday prophecies?

Jan 28, 2017

•

7 min read

The Doomsday prophecies?

Not Every Warning Is a Signal

Fred Yu
Fred Yu

investment

The Origin of Global Macro

Jan 18, 2017

•

9 min read

The Origin of Global Macro

Where Economics Meets Investment

Fred Yu
Fred Yu
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Seeking Asymmetry

Seeking Asymmetry

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

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