美股投資研究筆記 My Alpha Portfolio
美股投資研究 My Alpha Portfolio10多年美股主動投資經驗。商學相關背景。 長期投資, 主題交易。 Seeking alpha, 並期望打造一個積極穩健的投資組合。 歡迎理性與善意的交流討論。 這裡分享的投資相關內容, 不構成任何投資建議。
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 619 | Founded | a year ago | Last Issue | 3 days ago |
| Active | Language |  Korean | |||
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科技巨頭的自由現金流佔營收比(Free Cash Flow Margin)的趨勢
有些數字是用AI抓取:
將上面的數字以線圖呈現. 我個人是不會碰自由現金流佔營收比一直在往下的公司. 在趨勢沒有向上時, 持有這些股票的投資朋友會比較辛苦些. MSFT, NFLX是趨勢往上的公司(不過他們另外有自己關於基本面的問題).
投行的預測(圖片來源: X). 會越來越糟:
所有資訊內容僅供使用者作為參考之用途，不構成任何個人或機構之意見或判斷，亦不構成任何投資建議，作者亦不保證其各項資訊內容之完整性、即時性及精確性。使用者若欲參考各資訊而進行任何投資或其他...
06/22~26 (註) 資金在各類股流動的數據
(註) 這週比較特別, 所以我提前將本週看到的數據分享一下. 周末會再照例做更新.
[題材股, 交易機會] 押注關鍵稀缺材料, 華麗翻身的歐洲公司. Part 1: 關鍵稀缺材料介紹, 以及科技巨頭的可能佈局策略. 初步研究.
前陣子我詢問贊助我的投資朋友們, 有沒有想研究的標的時, 剛好有位投資朋友也想要看這家, 所以我就做了研究.
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10多年美股主動投資經驗。商學相關背景。長期投資, 主題交易。Seeking alpha, 並期望打造一個積極穩健的投資組合。歡迎理性與善意的交流討論。這裡分享的投資相關內容, 不構成任何投資建議。
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