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 | 177 | Founded | 7 months ago | Last Issue | 6 days ago |
| Active | Language |  ZH-TW | |||
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90spminvesting.substack.comLatest Issues
Micron Technology（MU）- 我們畫樹
在週期的哪一處？假設驅動｜相互獨立｜完全窮盡
一、Micron 是誰？
90s.PM.Investing 股票分析流程 - 102: 北極星
為什麼要做投資研究？
很多人的回答是：「賺錢啊。」
對一半。
如果目的只是「賺錢」，你根本不需要做研究。買一支追蹤 S&P 500 的 ETF，長期年化回報大約 8-10%，簡單、便宜、不費腦，你甚至不需要打開任何一份年報。根據 SPIVA 記分卡的數據，過去十五年，沒有任何一個股票類別的多數基金經理能跑贏指數——不做研究、買指數，你已經贏了八成以上的「專業人士」。
所以如果「賺錢」就是全部答案，正確的做法反而是什麼都不做。但你在這裡，說明你想要的更多。
做投...
SK海力士（SKHY）- 我們畫樹
需求、供給、技術壁壘能否同時製造超級週期？假設驅動｜相互獨立｜完全窮盡
一、SK海力士是誰？
Reddit (RDDT) - 我們畫樹
假設驅動｜相互獨立｜完全窮盡
一、Reddit 是誰？
樹的組合 - IBKR 虛擬交易倉，一起共建
Draw Tree Porfolio是一項公開投資實驗，由我們與社群共同建構。
這項實驗仍在校準。證據指數尚未完整驗證，估值方法、配置規則與自動化流程都會繼續修改。我們已經犯過不少錯，之後也一定還會犯。
所有交易均透過 IBKR 模擬帳戶執行，不涉及真實資金。文中提及的公司、目標價、持倉及交易，只用作測試研究方法，不構成任何投資建議。
請不要跟單。
如果你想參與，我們真正需要的不是照着買賣，而是檢查數據、挑戰假設、質疑估值，並指出我...
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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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