
90後PM|拒絕童話故事,堅持用科學畫樹,走出個人投資者的黑暗時代、邁向啟蒙 |所有言論皆為學術研究用途,不構成任何投資意見
| Platform | Pricing | Freemium | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 199 | Founded | 8 months ago | Last Issue | 4 days ago |
| Active | Language | ||||

AI expert platform 的上線能否扭轉 SaaSpocalypse 受害者的身分標籤?
一、Intuit是誰?
Analog 循環股 ,還是AI 資料中心供應鏈?假設驅動|相互獨立|完全窮盡
一、TXN是誰?
以下的框架、例子與數據,來自 Michael J. Mauboussin 與 Dan Callahan 為 Morgan Stanley Counterpoint Global 撰寫的報告《The Wisdom of Crowds in Markets》。
1906 年英格蘭一場家畜展覽會,有人辦了個競猜遊戲:估一頭牛屠宰後的重量,付六便士買票,最準的人有獎。
收到 787 張有效答案。裡面有專業屠夫和農夫,也有一大批完全不懂...
代工商還是AI 技術平台供應商? 假設驅動|相互獨立|完全窮盡
一、Amkor 是誰?
倉儲零售商 + 媒體業務?假設驅動|相互獨立|完全窮盡
一、Costco是誰?
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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
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