DayDayDreamRetire
可複製的方法論 × 可信賴的深度分析＝陪你走向清晰的財務未來
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 38 | Founded | 7 months ago | Last Issue | 21 days ago |
| Active | Language |  Korean | |||
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daydaydreamretire.substack.comLatest Issues
股價探底，但現金流爆發？拆解全球最大 OTA Booking Holdings 的商業模式與估值
前陣子剛好看到一篇介紹 Booking Holdings 的文章，意外發現它的財務數據相當不錯，但股價卻接近 52 週低位，因此決定深入研究這家公司。相信大部分人對 Online Travel Agency (OTA) 並不陌生，多少都曾使用過類似平台訂機票、酒店。因此本文不會花太多篇幅介紹產業背景，而是直接聚焦在公司的業務與商業模式。
主要品牌與業務
Booking.com
- 主要服務： 根據預訂客房晚數計算，Booking.com...
同樣面對 AI，為何有人失速有人加速？中小型 SaaS 案例的壓力測試與拆解
所有事情也要看兩面，大型軟件公司未受明顯衝擊，不代表中小型軟件公司也一樣。那麼，中小型 SaaS 公司目前的情況如何？是否已經有公司開始受到 AI 衝擊？如果有，它們之間又是否存在一些共同特徵？
帶著這些問題，我做了一些研究。以下會透過幾個有啟發性的公司案例，分析 AI 對軟件行業可能帶來的實際影響。
熟悉我的讀者都知道，我對軟件行業被 AI 取代持懷疑多於相信的態度。上一篇我在研究 ServiceNow 時得出的結論是：AI 暫時仍未對公司的營收造成顯著影響。
全網最詳細拆解！ServiceNow Q1 季報：終結無意義的爭論與雜音，以數據驗證AI 的真相
本文將聚焦於可以用實際數據驗證的部分，並從 2026 年 Q1 財報出發進行分析
關於先前SaaS未日論的推論及爭議，在此我就不再展開了。經過數月思考和辯論後，支持與反對的立場已經相對清楚。然而，多數論據仍停留在缺乏實質證據的層面，繼續爭論也沒有幫助。
UNH 2026 Q1 季報短評
聯合健康集團 (UNH)剛出了最新季報，本次財報表現良好，並帶來些許驚喜。
聯合健康集團 (UNH)剛出了最新季報，本次財報表現良好，並帶來些許驚喜。
面對市場回調，我是這樣應對。
每次市場下跌，我從不預測，只用一個框架判斷該做什麼。
近期市場出現明顯回調，相信有持續關注的讀者都已經有所感受。市面上也出現了不少觀點與心靈雞湯，在此不再重複。這篇文章，我想分享的是我個人的思考框架，以及在面對不同風險時，我會如何應對。
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一起在投資路上努力 直到我們退休的那天
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