NEWS/INSIGHTS

Fact and Data-Driven Thought Leadership

Vol.23 全球复利成长型投资、半导体产业演进、拥抱AI 投研 置身其中

2026 年 3 月 12 日,我们和圣狮的老朋友,BEDROCK本拾投资创始人 谭聪进行了一次系统性的对话。对谈从一个很简单的问题出发:为什么选择专注全球复利成长型投资(Compounders)这一策略?以及,这背后对投资和对自我的理解是什么。我们也围绕半导体和 AI 行业,聊了几个更具体、但更关键的话题:• 半导体行业企业如何从“周期股”走向“结构性复利”• 为什么存储领域的结构在改善,而 SaaS 等看似稳定的商业模式,却开始出现不确定性• 以及一个反复出现的问题:过去的 Compounders,未必是未来的 Compounders最后,我们把讨论拉回到与日常工作生活更息息相关的问题:AI 将如何重塑基本面投资的流程、方式、与人的边界。本期嘉宾:* 谭聪TC,BEDROCK 本拾投资创始人/CIO。前红杉旗下弘尚资产基金经理,专注于全球科技和消费投资。曾在汇添富…去小宇宙查看完整单集简介在小宇宙查看该单集文稿
  1. Vol.23 全球复利成长型投资、半导体产业演进、拥抱AI 投研
  2. Vol.22 来自硅谷一线的 AI 行业观察与展望
  3. Vol.21 AI 辅助投资研究的实践经验:收敛视角、从问题出发、持续迭代思考
  4. Vol.20 瑞幸咖啡案例讨论(下)
  5. Vol.19 瑞幸咖啡案例讨论(上)
  6. Vol.18 解析青年巴菲特 Part 2:对中国投资的启示
  7. Vol.17 解析青年巴菲特 Part 1:蜕变历程与投资智慧

NEWS

LIONS develops Advanced Value Investing Education Program in China

In early 2023, the LIONS team embarked on a mission to build a practitioner-focused value investing education program in China, modeled after the renowned program at our alma mater, Columbia Business School. On September 23, 2023, after half a year of incubation, LIONS Academy launched its inaugural “Applied Value Investing” (AVI) class in Beijing. The…

LIONS Summer Internship Program

Job Type: Equity Research Intern Location: Chaoyang Beijing, China Duration: 2 months (Summer) Job Description: We are seeking several talented and motivated Equity Research Interns to join our team in Beijing. The successful candidate will have the opportunity to work with experienced portfolio managers and entrepreneurs from Columbia Business School, gaining exposure to equity research…

LIONS raises first fund

LIONS ASSOCIATES successfully raised its first fund in 2022 and has generated respectable returns to date, capturing the bounce back in Chinese and China-related stocks in the past half a year.

INSIGHTS

Timeless Reflection from Seth Klarman Interview

This is a guest article for Capital Allocators’ China Chapter, written by LIONS ASSOCIATES Many well-known investors have been hailed as the “next Buffett,” and among them is a low-profile veteran who has achieved a 20% annualized return over a career spanning more than 40 years – Seth Klarman, the CEO and fund manager of…