Vincent’s Substack
Vincent Cheng-Wen Yu 余鎮文My personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 121 | Founded | 2 years ago | Last Issue | 17 days ago |
| Active | Language |  Korean | |||
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vincentcwyu.substack.comLatest Issues
《商業解碼》線上課程與課程折扣碼
之前跟大家提過的《商業解碼》線上課程，今天正式上線了。
有點開心（終於度過了最忙碌的那段時間），也有點緊張（不知道到時候大家的回饋如何）。平常在課堂上，都是我要求學生把邏輯講清楚、挑戰他們的論點，這次輪到自己把整套方法攤開接受大家的檢驗了。
既然是用 Substack 發這封信（無須在意演算法對關鍵字的流量限制），我想先在前面附上課程折扣碼與課程連結資訊給有興趣參考的朋友們：
折扣碼：vincentsat（購買時輸入可以再折 500 元）。
課程連結：https://...
當孩子的選擇，不是我們想要的答案
還記得有幾次去接女兒放學，她遠遠看到我，書包還沒背好就衝過來撲進我懷裡。那一刻，就算一整天再累也覺得值得了（不過這種待遇其實很難得。因為只要我跟太太一起去接她，她一定選媽媽的懷抱。屢試不爽。）
前幾天在 YT 上看到一支影片，裡面有句話讓我停了一下。
「爸媽是拿自己的有限性，去換孩子的無限性。」
當了父母之後，這句話很好懂。週末不能再睡到自然醒，出門前要確認一堆以前不用想的事，連聚餐都得先考慮孩子願不願意吃、營養夠不夠。更不用說工作、金錢與時間上的取捨。有些機會錯過就是...
太乾淨的形象：關於期望管理的陷阱
同一個部門有兩位資歷差不多的同事。一位是大家公認最好說話的人，請他幫忙從不推辭，共事幾年也沒有人看過他臉色難看。另一位脾氣出了名的差，開會拍桌子、大聲說話是常有的事。
有一天在討論專案時程，這兩個人都拍了桌子。在接下來的一整個星期裡，茶水間的八卦只聊前面那一位。有人猜測他家裡出了狀況，有人說他可能壓抑太久，也有人認為他過去那些客氣都是裝出來的。而另一位拍桌子的事，隔天就沒人提了。
這兩個人的行為一模一樣，但為什麼大家的反應會差這麼多？
壞脾氣同事拍桌，大家早有心理準備；...
為什麼很多人的研究報告，最後都會長得很像？
又到了一年一度的 CFA Research Challenge。跟三四年前相比，我發現近期參賽團隊碰到的問題越來越棘手，許多人焦慮的地方在於不知道怎麼靠報告拉開差距。
現在要做出一份看起來專業、架構完整、英文流暢的研究報告難度不高，但差異化很難。特別是每一隊研究的都是同一家公司，聽同樣幾場法說，看同樣幾份財報，有時候連用的 AI 工具都差不多。當大家把相似的資料丟給相似的模型（也許課金多寡會有些差異），產出自然會往共識靠攏。
上週日和幾位業內專家受邀參加今年的 kick-...
畢業生很成功，學校就算成功嗎？
前陣子 Alpha School 這類新式學校引起不少討論。上週 a16z 也宣布孵化一所獨立營運的新學校，取名叫 Horowitz Andreessen Academy（以下簡稱 HAA）。
它的第一屆預計招收約 50 人，為期一年而且免學費。根據官網上的訊息，HAA 看重申請者已經做過的作品，然後裡面的課程會以專案與實作為主，也會提供接觸矽谷企業、創業者與導師的機會（官網列出的講者包括黃仁勳、Sam Altman、Naval Ravikant，以及創辦的 World L...
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Authors
The writers behind this newsletter.
* Ex buy-side analysts, specialized in healthcare industry research (Clairvoyance Capital; JP Morgan Asset Management) * Professor of Practice, National Taiwan University * Associate Professor of Practice, Chang Gung University
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