美股投資研究筆記 My Alpha Portfolio
美股投資研究 My Alpha PortfolioHi! Nice to meet you!! 15+ yrs in growth investing, thematic trading. Finding high-quality companies with long-term potential. In-depth analysis. Seeking alpha, aiming to build an aggressive and resilient alpha portfolio. An alum of Top 10.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 730 | Founded | a year ago | Last Issue | 44 hours ago |
| Active | Language |  Korean | |||
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alpha6688.substack.comLatest Issues
[題材股] 專注於利基(niche)市場而脫穎而出的公司? Part 2: 過去4 季財報電話會議"高層與分析師的問答"中, 值得一看的內容, 估值.
AI為公司拓展了市場, 外在環境也為公司帶來了挑戰. 文章中的資訊跨越了四個季度; 整理了將近一萬字. 我也把財報看了至少三遍(不是公司的問題; 是我的問題). 不過經過一番梳理後, 對這家公司有了更多的了解. 我也希望投資朋友從中看到公司與環境的演變. 我甚至在想, 我是不是有miss掉甚麼? 因為真的是認為它未來不大漲, 好像是不太可能的一件事. 希望我沒看錯. 也希望它能為我們帶來財富.
[給訂閱讀者的信] 即日起, 更改一些文章類別的email寄送頻率
Hello:
之前提過, 有超過2/3的投資朋友希望能夠一有新文章就收到email. 幾經考量後, 我決定先將幾個比較有時效性的文章類別(下面會提到是哪些), 用即時發email的方式來寄送. 而我周末還是會跟目前一樣, 統一寄出一封email(也就是目前的"給讀者的信”). 因為我的文章量有時會很大, 我也了解有些投資朋友不希望收到太多email, 所以我希望這是個合理且平衡的折衷方案. 謝謝大家的體諒.
*不管您選擇哪種方式, 都請確認一下email沒有進入您的垃圾...
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15+ yrs in growth investing, thematic trading. Finding high-quality companies with long-term potential. In-depth analysis. Seeking alpha, aiming to build an aggressive and resilient alpha portfolio. An alum of Top 10.
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