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AI for Sales-Led Growth

Jan 29, 2026

•

11 min read

AI for Sales-Led Growth

An Agentic Playbook for Scaling Acquisition in Money Sinks

Fred Yu
Fred Yu

analytics

+1

The Chemistry of Product and Growth

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
Fred Yu

analytics

+1

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
Fred Yu

analytics

Models Behaving Badly

Jan 28, 2025

•

9 min read

Models Behaving Badly

The Pitfall of Outsourcing Human Thinking

Fred Yu
Fred Yu

analytics

Limitations of Modern-Day Models

Nov 19, 2024

•

7 min read

Limitations of Modern-Day Models

Invisible Gaps

Fred Yu
Fred Yu

analytics

+1

The Law of Small Numbers

Jul 22, 2024

•

10 min read

The Law of Small Numbers

Size Matters, for Some

Fred Yu
Fred Yu

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

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

analytics

+1

Options Strategy

Dec 13, 2016

•

10 min read

Options Strategy

Rethinking Covered Call

Fred Yu
Fred Yu

analytics

+1

Currency Carry

Dec 6, 2016

•

13 min read

Currency Carry

The Most Important Strategy in the Forex Market

Fred Yu
Fred Yu

analytics

+1

The Curse of Insurance

Nov 18, 2016

•

7 min read

The Curse of Insurance

Hedging Against the Black Swan?

Fred Yu
Fred Yu

analytics

+1

The Puzzle in Option Pricing

Oct 28, 2016

•

9 min read

The Puzzle in Option Pricing

The Missing Underlying Expected Return in the Option Pricing Formula

Fred Yu
Fred Yu

analytics

+1

Uncertainty

Oct 11, 2016

•

9 min read

Uncertainty

Finance is Unsolvable with Physics

Fred Yu
Fred Yu

analytics

+1

Rebalancing

Sep 24, 2016

•

12 min read

Rebalancing

The Free Lunch Beyond Diversification

Fred Yu
Fred Yu
Seeking Asymmetry

Seeking Asymmetry

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

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