90s.pm.investing
90後PM｜投資筆記｜市場充滿童話故事 , 我們堅持用科學畫樹 ｜假設驅動、相互獨立、完全窮盡
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 164 | Founded | 6 months ago | Last Issue | 5 days ago |
| Active | Language |  ZH-TW | |||
Read this Newsletter
90spminvesting.substack.comLatest Issues
Hyperscalers - 我們畫樹
是 PC 時代的 DELL , 還是Window? 假設驅動 | 相互獨立 | 完全窮盡
市場現在的故事：Hyperscaler 是燒錢者
村田製作所 （Ｍurata）6981.T - 我們畫樹
MLCC 是下一個記憶體？假設驅動 | 相互獨立 ｜ 完全窮盡
一、村田製作所是誰？
90s.PM.Investing 股票分析流程 - 107：組合
1994 年，前 Salomon Brothers 債券交易主管 John Meriwether 創立長期資本管理公司(LTCM)，合夥人裡有兩位諾貝爾經濟學獎得主——Myron Scholes 與 Robert Merton,還有前聯儲會副主席 David Mullins。這是金融史上智力密度最高的一支團隊，沒有之一。
他們的核心交易叫國債收斂套利 : 同樣是美國國債，「新發行」與「舊發行」)之間有一個微小價差。LTCM 買便宜的舊券、沽貴的新券，賭這個價差最終收斂。 這...
Chime Financial (CHYM) - 我們畫樹
能否重回高增長? 假設驅動 | 相互獨立 | 完全窮盡
一、Chime 是誰？
YPF（NYSE: YPF）- 我們畫樹
一、YPF 是誰？
YPF 是阿根廷國家控股的綜合能源公司，成立於 1922 年，政府持股 51%。歷史上以勞動密集型常規油田為主，長期受政治干預、匯率管制與補貼包袱所困，資本效率遠低於國際同業。
2024 年起，CEO Horacio Marín 啟動「Plan 4x4」戰略——大幅剝離常規產能（已退出 49 個成熟常規區塊），把全部資本重新聚焦於 Vaca Muerta 頁岩，全球第二大頁岩氣儲量、第四大頁岩油儲量。 2026 年 Q1，頁岩油已佔...
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for 90s.pm.investing.
| Subscribers | Engagement | 77 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
SEO Reach
Where 90s.pm.investing ranks on Google, and how much search traffic it brings in.
| Ranked Keywords | 47 | Monthly Search Traffic | Top Keywords |
|---|
Chart Rankings
How this newsletter ranks in the official Substack charts.
| #182 |
Authors
The writers behind this newsletter.
90後PM｜投資筆記｜拒絕童話故事，堅持樹狀思維、科學驗證｜每個人都有能力做高品質的投資決策｜所有頻道的發言只作研究用途，不構成任何投資建議，投資人應獨立判斷，審慎評估並自負風險
Frequently Asked Questions
How can I access the email archive for 90s.pm.investing?
You can find recent issues that have been published by 90s.pm.investing on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does 90s.pm.investing have?
To see how many people subscribe to 90s.pm.investing, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in 90s.pm.investing?
Newsletter advertising can be extremely effective when it's done right. Before you pitch 90s.pm.investing as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like 90s.pm.investing?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact 90s.pm.investing using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to 90s.pm.investing?
Scroll up to where it says Related Newsletters to see other publications like 90s.pm.investing. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact 90s.pm.investing?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.