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目前顯示的是 6月, 2015的文章

Wisdom

1. Undiscovered companies that can sustain 30~40% growth rates from internally generated cash are hard to find. When you do, hold them . 2. Don't compare yourself to others. Compare yourself to yourself 2 years ago . 3. Always own more of the best companies you can find. Often times they are already in your portfolio . 4. Many like to sound smart by making things complex. These people usually work for other people. Successful people simplifies things . 5. If you are looking at buying a new company/stock, it needs to be better than what you already own. Don't dilute your returns . 6. Your investment returns will dramatically increase the day you stop listening to the mainstream financial media. ..... for more, please see Ian's twitter https://twitter.com/iancassel

1730花仙子 訪談

1. A typical FMCG company 2. 近年平均ROE為12%, 期望可以提升到15% 3. 要達到ROE的目標, 最重要的事情是擴張市場. 短期有爆發力的機會點是中國, 中期則是東協十國為主要的擴張目標, 擴張的方式是與當地經銷商合作, 獨家專營, 共同成長及分享利潤 4. 台灣代理品牌但是經營不佳的情況, 會持續努力改善 5. 無效益的轉投資會處理 6. 台灣市場相對成熟, 主要以維持現有經營績效為主 7. 強勢台幣, 對於外銷訂單很有影響力. 今年上半年, 仍然維持去年下半年的外銷衰退. 但是努力靠擴張其他業務, 在不考慮新合併的產品所帶來的營收, 整體是沒有衰退的. 感想 1. 經營階層持股比率高, 與一般小股東的利益相對一致 2. 經營階層專注本業經營 3. 經營階層願意分享資訊