美股煉金筆記
在瘋狂世界，做個清醒的長期主義者。每週提煉華爾街頂級 Podcast 與好書精華，同步升級「財富 x 認知」
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 115 | Founded | 6 months ago | Last Issue | 37 hours ago |
| Active | Language |  ZH-TW | |||
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alphaalchemistus.substack.comLatest Issues
【大師筆記】Rajiv Jain 怎麼看 AI?GQG 1500 億美元掌舵人的判斷
管理逾 1,500 億美元的 Rajiv Jain,在 AI 最熱時下了一個冷判斷:強大的技術,不等於好的生意。他用一把三十年的尺看「好公司」——這篇拆解他怎麼判斷門檻的升與降,以及他怎麼把 AI 還原成一道你也能算的題。
全市場最熱的故事面前,他說了一句最冷的話
【深度閱讀】《財富階梯》EP3：爬到上面，為什麼還是覺得不夠？
《持續買進》作者 Nick Maggiulli，在新書《The Wealth Ladder 財富階梯》的最後一集，問了一個多數人爬到一半才撞上的問題：拚命往上爬，但真正想要的，真的是更多的錢嗎？答案比「錢買不到快樂」那句老話複雜得多。不必讀過前兩篇，也能從這裡開始。
2020年3月到2021年11月，特斯拉（Tesla）創辦人 Elon Musk 的淨資產，從 250 億美元漲到 3,400 億美元。平均每兩天多一個 10 億美元，換算下來，每一秒進帳約 6,000 美元。...
【財報解讀】一份打敗所有預期的財報，為什麼換來下跌？｜Palo Alto Networks (PANW)
Palo Alto Networks 這季營收、訂單、現金流全線超標、還調高展望，股價卻連跌三季。問題不在公司好不好——而在財報上一個數字，用兩種方式去算，會得出「便宜」和「貴」兩個完全相反的答案。
一份「教科書級的好財報」，市場卻不買單
【深度閱讀】《財富階梯》EP2: 很努力工作，很努力存錢，為什麼還是跨不過去？
Nick Maggiulli 新書《The Wealth Ladder》深度導讀 EP2：為什麼努力存錢，位置卻跨不過去？卡住和走出去的差別，不在更省更拚，而在把「靠你自己時間的線性收入」換成四種槓桿——勞動力、資本、內容、程式碼。《持續買進》作者的財富升級邏輯。
看完上一集之後，有人真的坐下來，把所有資產加起來、減掉還沒還完的按揭，算出自己真正的淨資產。然後一種感覺浮現出來：明明在加薪、在存錢、在往前走，財富卻好像一直卡在同一格，怎麼也跨不出去。
【大師筆記】三套方法、每套都曾大賺——這輪 AI 行情，Dan Loeb 的方法是什麼？
連「買好公司、長期持有」這種公認最穩的策略，都在去年被 AI 擊穿。Dan Loeb 怎麼看此刻的市場，又靠什麼在每一次失效後仍然活下來？
去年，一批被市場公認為「超高質量」、本來買下來放著就好的公司，迎來了 Dan Loeb 三十年投資生涯裡最糟的一段時間。就連他親口稱為「見過最好的公司」的Danaher，也在這波質量投資的大退潮裡失守。
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你的知識提煉者。將厚重的華爾街頂級訪談、經典硬書與深度財報，還原成你自己也能上手的實戰工具。在瘋狂的市場裡，陪你過濾 99% 雜訊，做個清醒的長期主義者。
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