Vincent’s Substack
Vincent Cheng-Wen Yu 余鎮文My personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 89 | Subscribers | Read | vincentcwyu.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
你真的是 Beta，還是只是站在別人的指數裡？
很多人心裡其實都藏過一句差不多的話：
投資研究的幾個常見盲點：寫給想做出有價值研究的你
在帶過接近百位 mentee、實習生與剛入行研究員後，我觀察到一個有趣現象：研究能力的差距多半跟技巧無關，而是思維邊界的差距。多數新手常見的結構性盲點，通常落在三個範圍：
活得越順，反而越不記得：你覺得自己活得「厚」嗎？
不知道你有沒有這種經驗？
除了分數，選校系時你更該思考的幾個問題
學測成績公布後，這段時間大概是台灣高中生集體焦慮的高峰。等到七月分科測驗後，還會再來一波。看著社群平台上關於選系、選校的熱烈討論，最常見的問題不外乎這幾種：
Authors
The writers behind this newsletter.
* Clairvoyance Capital (2007-2012) * JP Morgan Asset Management (2013-2024) * Associate Professor of Practice, Chang Gung University (2025-current) * Consultant of several startups
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