A journey of a thousand miles begins with a single step

Buy short term TIPS suggested by Bill Gross ( link ) zkapp is the future! ( link ) Adobe ( link ) Ansys ( link ) Chips and China ( link ) Free Cash Flow by Damodaran ( link ) PTP稅法影響 ( link ) DBC/GSG無法使用 可考慮 DJP /DJCB/RJI/GSP(後三者量太小) Special situation WMC ( link )

 TikiTok ( link ) 若新聞描述的正確, 靠著行銷預算才能成長, 那它不是AI公司, 而是行銷公司, 其競爭力不如想像中的強大 Special situation Mereo Biopharma ( link ) ( link ) Possible high reward High risk Successfully change board members in the general meeting no later than the end of November uncertain liquidation date uncertain liquidation price Nvidia's future ( link ) Crossroad for UK government ( link ) GROW VC ( link ) Insiders keep buying! See Director/PDMR shareholding section ( link ) The Debt Facility is underpinned by the value of the investment portfolio and the drawdown is subject to a maximum loan to value ratio of 10% Softbank ( link ) PE, ROIC and growth rate ( link ) 醫療人工智能報告 ( link ) Microsoft ( link )

Special situation - GTXAP ( link ) 回購價格: 5.25 at 2027/4/30 每年股利: 0.5775 現價: 7.17 (closed price at 2022/9/26) tax rate: 20% 每年四次可以要求轉換為普通股 valuation 持有至2027/4/30, 稅後現金流與現在買入價格大致打平 轉換權利可以視為一個option, 價格大概是1.2~2.09之間 現在大概折讓為19%, 不算很多 1 - 7.17/(7.17+1.645) Risks 公司經營不善, 無法發放股利 or 買回, 甚至倒閉 公司經營不善, 股價無法拉升超過5.25 Invest - Knorr Bremse ( link ) Invest - SES S.A. ( link ) Invest - Japan pet insurance ( link ) Hershey ( link ) Crypto lending ( link ) After crashes started from June 2022, one should think crypto lending as equity investing .  BlockFi offers the best risk-reward ratio for lending.