investment

Dec 27, 2025

•

6 min read

On Structured Markets

Markets as products

Fred Yu

real estate

Jun 24, 2025

•

9 min read

Seeking Alpha in the Property Market

Fact, Fiction and Property Investing

Fred Yu

investment

Mar 11, 2025

•

6 min read

Timeless Alpha

Values in the Unchanged

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

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 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 25, 2023

•

7 min read

Thoughts on the Surface of Luck

Use it Wisely

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

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 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

investment

On Structured Markets

Seeking Alpha in the Property Market

Timeless Alpha

Philanthropic Mindset in Angel Investing is Bad for Everyone

Thoughts on Buyer's Agents

The Law of Small Numbers

Evaluating Marketplace Startups

Due Diligence Should Not Be Confirmatory

Investing When Everything is Expensive

Real Estate for the Long Run

Embedded Diversification in Biotech

Thoughts on the Surface of Luck

Outperforming the Market

Modelling Property Investment Returns

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

The Quants

How to Evaluate an Investment Strategy?

The Doomsday prophecies?

The Origin of Global Macro

Options Strategy

Currency Carry

Dedicated Short Bias

Seeking Asymmetry

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