90s.pm.investing
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 | 230 | Founded | 10 months ago | Last Issue | 10 days ago |
| Active | Language |  ZH-TW | |||
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90spminvesting.substack.comLatest Issues
樹的量化筆記 105: 石頭與波紋
每次看到一隻股票一天之內跌了一成，我心裡都會冒出同一個念頭：是不是跌過頭了？
這篇筆記，就是從這個念頭開始的。
先說結論：這一輪研究，我想找一條規律，讓我在一件消息出現之後，可以跟著它交易。最後，我沒有找到一條我非常有信心的規律。但看見了一些值得記下來的東西。
市場的水面，大部分時間很平靜；水面之下，卻仍然有暗湧。
我想把它照實記下來，包括興奮的時候、失望的時候，以及後來才慢慢想通的事。
一、漲潮
市場上有一個流傳很廣的說法：...
為什麼你讀了這麼多，還是不知道該不該買？
你可能很了解一家公司，卻仍然不知道它是不是一筆好交易。
收入在增長，但估值不便宜。新產品有潛力，但競爭者正在減價。看好和看淡的報告都讀過，兩邊似乎都有道理。你訂閱了幾份 newsletter，定期讀行業報告，可能還付錢聽過專家訪談。每次都有收穫，筆記越來越厚。功課做完了，問題還停在原地：
現在到底應不應該買？
這篇文章想補上資料與決定之間那段空白。讀完之後，你應該說得出一筆交易靠什麼賺錢、哪些條件會令它不再值得做，以及結果出來以後，怎樣讓下一次判斷好一點。文章最後有...
Netskope, Inc. | NTSK - 我們畫樹
能否守住增長並轉出正現金流，還是增長繼續放慢、被當作成熟資安公司定價？
一、為甚麼要看 Netskope？
CrowdStrike | CRWD - 我們畫樹
CrowdStrike 能否以 Falcon 單一平台、Flex 授權與 AI 安全，令 ARR 在近 60 億美元規模仍保持兩成以上增長並擴張利潤率，守住高增長雲原生資安平台的持久度，而非因平台競爭、AI 顛覆或股份支付攤薄退回中型資安軟件的定價？
一、CrowdStrike 是誰？
Palo Alto Networks （PANW）- 我們畫樹
在平台化擴大客戶投放在資安的錢包同時，能否在 CrowdStrike 主場取勝並上望一倍估值？
一、Palo Alto Networks, Inc.是誰？
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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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