專注力協定 (Indistractable)— 書摘If you want a desiring life, not only should you do the right things but stop the wrong things.Dec 22, 2022Dec 22, 2022
G8小的避險基金=>Long only - 進來130天後的心得 part.1跟前老闆糾纏了好久終於成功辭職，在2020年10月就跟一個當時不太熟的新朋友開玩笑說我好想離職，想必是那時候開始動念，結果拖了一年才做到。Oct 3, 2022Oct 3, 2022
1Q22 Opendoor earning call summaryStock price rose after 1Q22 being reported, however, overall market sentiment is selling everything for cash. What we can do is keep…May 10, 2022May 10, 2022
Investment thesis — Teslahttps://waldopinion.substack.com/p/investment-thesis-of-teslaMay 9, 2022May 9, 2022
超微法說會1Q22 - AMD 1Q22 concall memo上週Intel報財報提到PC環境疲軟，Intel CCG Rev. in 1Q22 down 12% yoy. 然而AMD(不包括XLNX)的個人電腦(C&G)營收卻有33% yoy，從這項數據可以看出AMD持續搶走市佔(雖然也跟Apple Mac開始用Apple…May 7, 2022May 7, 2022
遠距醫療個股 - $HIMS (Hims &Hers) 4Q21 concall memo想研究這間的原因是當初SPAC的背後是Oaktree(以保守高殖利率債券投資聞名的保守型投資人)、看好telehealth產業，尤其該公司target的是在公開場合談論會稍嫌敏感的慢性疾病(性病、皮膚病、禿頭、失眠、心理疾病)。May 5, 2022May 5, 2022
