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目前顯示的是 11月, 2025的文章

最珍貴的教訓

 https://www.eslite.com/product/1001124181855787?utm_source=feebee&utm_medium=cpa&utm_campaign=feebee&srsltid=AfmBOorCTuh1_bHtU446Zv6VVcwHzDzDFqc2fsNDs1bUFJRPOF9cotWA 若要失敗, 就放棄冒險 就不知變通 就孤立自己 就死不認錯 就遊走在道德尺度邊緣 就別花時間思考 就盡信專家和外部顧問 就熱愛官僚 就語焉不詳 就害怕未來 就對工作與人生失去熱情 近來最有感觸的是1, 10 and 11

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The Only Other Spending Rule Article You Will Ever Need ( link ) Use TIPS ladder instead of bond ETF! 100-bagger Google stock ( link ) Short quantum computing to the hell, but you need a strong stomach ( link ) ( link ) Johnson Matthey ( link ) An AI Addendum ( link ) A hidden gem in Japan - Shin maint holding co. ( link ) Performance comparison of S&P600 and Russell 2000 ( link ) exclude unprofitable small cap companies Pernod Ricard ( link ) ( link ) ROIC < 10% latest earning/EV = 4.8% Heavy debt Too much AI too soon ( link ) Sanity check on current market ( link ) DreamArts ( link ) Japan's activist stock names ( link ) Daihatsu Infinearth (6023 JP, Mkt Cap: USD540mn, PER: 16.4x, PBR: 1.3x, EV/EBITDA: 6.7x, Dividend Yield 1.9%) DIC Corp (4631 JP, Mkt Cap: USD2.0bn, PER: 10.5x, PBR: 0.7x, EV/EBITDA: 14.6x, Dividend Yield 3.2%) eGuarantee (8771 JP, Mkt Cap USD510mn, PER: 19.6x PBR: 3.3x, EV/EBITDA: 10.6x, Dividend Yield: 2.3%) Fuji Media (4676 JP, Mkt Cap USD5.5bn, PER: 16....