
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 | 210 | Founded | 9 months ago | Last Issue | 6 days ago |
| Active | Language | ||||

從部署走向重複收入?
ASTS 已證明衛星能連接普通手機,也取得具約束力的商業承諾。尚未證明的是:45 顆衛星能否支撐服務級別、付費採用與正單位貢獻,政府收入又能否由原型任務轉成多年期服務。
賣卡、抽成,還是替客戶兜底?假設驅動|相互獨立|完全窮盡
一、NVIDIA 是誰?
「這個策略過去五年年化 18%」可不可以當成對未來的期望?要答這條問題,先要分清 random variable 和已實現的數據。
Random variable 定義:
它是一個數值
觀測之前結果未定,可以用機率描述。
不需要來自骰子、硬幣這類人造的機會裝置,不需要是整數,也不需要「夠科學」。明日氣溫、明日 S&P 500 回報、下一季出貨量、明年租金,全部都是...
一切由故事開始
上一篇(102: 北極星),我們建立了一個核心信念:Alpha 的本源,是你擁有一個市場目前尚未定價的洞見。
CPU + 代工?假設驅動|相互獨立|完全窮盡
一、Intel是誰?
Subscribers, engagement, traffic and sponsorship for 90s.pm.investing.
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Where 90s.pm.investing ranks on Google, and how much search traffic it brings in.
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How this newsletter ranks in the official Substack charts.
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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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