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过去价值投资已经死了 Value Investing Is Short Tech Disruption Executive Summary Value investing has a long and distinguished pedigree but is currently in a deep thirteen-year drawdown. We believe this is because value has rotated into a massive losing bet against technological disruption. We isolate this exposure using machine learning and find it fully explains value’s losses. We offer takeaways for both stockpickers and asset allocators.
巴菲特与苹果 Buffett has a well-known reputation for staying away from the technology sector. He has on numerous occasions described tech companies as outside his “circle of competence.” Thus, it is extremely striking that he spent 2016-2018 building up a $35 billion stake in Apple. After Apple’s value tripled in a mere three years, Buffett now has an enormous $100 billion position in Apple. This single position comprises over one fifth of Berkshire Hathaway’s entire value!
过去价值投资已经死了 Value Investing Is Short Tech Disruption Executive Summary Value investing has a long and distinguished pedigree but is currently in a deep thirteen-year drawdown. We believe this is because value has rotated into a massive losing bet against technological disruption. We isolate this exposure using machine learning and find it fully explains value’s losses. We offer takeaways for both stockpickers and asset allocators.
伊朗什么时候又是没有危险的呢?
所以现在的伊朗很危险。
一:没钱!二:党争!三:最后两党联合起来,在外围再找个能供其打劫的对象!
白宫与国会民主党议员仍然无法就第二期经济救援计划达成共识 纽约分析师悲伤 I don’t think you can have 50 states’ governors issuing 50 sets of diverging orders on 50 different timetables and come out with a satisfactory response to a virus that doesn’t respect or recognize borders. Other countries tackled this as a health emergency. We treated it as just another excuse to fight with each other. We were failed by the people in charge and by our fellow Americans. If and when the children don’t return to school this September, you will be doubly reminded of this objective, undeniable fact.
波浪大湿 2020-08-16 11:39:52 印度智库专家:为什么中国人总在嘲笑我们? 哈哈哈!!! 莫迪刚上任,有许多人说莫迪改革,不得了,将超过中国 莫迪第一任期已满,结果怎样啊?
新能源汽车,电动汽车,200年前就出现,比汽柴油车还早 Investor Amnesia:Speculation & Innovation: The long history of electric cars The electric vehicle is nothing new. It will come as a surprise to many readers, but the electric car was invented almost 200 years ago, in 1832. In fact, the first electric vehicle was built 50 years before the first internal combustion engine vehicle
新能源汽车,电动汽车,200年前就出现,比汽柴油车还早 Investor Amnesia:Speculation & Innovation: The long history of electric cars The electric vehicle is nothing new. It will come as a surprise to many readers, but the electric car was invented almost 200 years ago, in 1832. In fact, the first electric vehicle was built 50 years before the first internal combustion engine vehicle
今年美股是历史上第二快收复失地。 The fastest breakeven going back to the 1920s for a bear market of 30% or worse was in 1932-1933 when it took just 3 months for a full roundtrip. The breakeven for the current bear market happened in just under 6 months, making it the second-fastest on record
波浪大湿 2020-08-17 15:12:53 搞个什么远程手术,有几个人一辈子用得了一次??这里不是有同学说在省府最好的医院,几个小时就有两床手术出来进了ICU! 让这些人给下面医院的病人做远程手术?? 波浪大湿 2020-08-17 15:10:35 深圳那些个体户叫苦连天,生意不好叫他们去换5G试试?什么都要钱,就是赚的钱没增加!! 哈哈哈!!! 科盲啊!
所以大A股里真正的价值投资者寥若星辰,虽然往年每次股东大会飞越半个地球到鸟不拉屎去朝圣都有几万。
我从17年到现在,基本一直满仓。 我基本上是长线思维,明明买的时候都看三年五年的,除非涨疯了,干嘛中途卖掉呢?
看大佬表态了,水都无所谓了。
我相信总统让美国再次变得伟大。我相信我们需要他再次当选,让美国再次变得伟大。 我相信乔·拜登是"昏昏欲睡"和"软弱"。我相信拜登可以"伤害上帝"和圣经。 I (still) believe the president, and in the president I believe the president Made America Great Again.
看大佬表态了,水都无所谓了。
我只关注啥时候死够20万+,然后呢。 其它你们玩吧,我玩不起。
我相信总统让美国再次变得伟大。我相信我们需要他再次当选,让美国再次变得伟大。 我相信乔·拜登是"昏昏欲睡"和"软弱"。我相信拜登可以"伤害上帝"和圣经。 I (still) believe the president, and in the president I believe the president Made America Great Again.
看大佬表态了,水都无所谓了。
我只关注啥时候死够20万+,然后呢。 其它你们玩吧,我玩不起。
我相信总统让美国再次变得伟大。我相信我们需要他再次当选,让美国再次变得伟大。 我相信乔·拜登是"昏昏欲睡"和"软弱"。我相信拜登可以"伤害上帝"和圣经。 I (still) believe the president, and in the president I believe the president Made America Great Again.
看大佬表态了,水都无所谓了。
拜登领先 国会山:Biden's lead over Trump narrows in new national poll 国会山:Biden up by 12 points among registered voters nationally: poll
大多 纽约,永远关闭 EATER:No One Knows How Many Restaurants Have Closed in New York City Close to 1,000 NYC restaurants and bars have permanently closed since March, but more accurate documentation of the pandemic’s toll could take months or years
所以大A股里真正的价值投资者寥若星辰,虽然往年每次股东大会飞越半个地球到鸟不拉屎去朝圣都有几万。
我从17年到现在,基本一直满仓。 我基本上是长线思维,明明买的时候都看三年五年的,除非涨疯了,干嘛中途卖掉呢?
美国证监会(SEC) 13F报告 全球顶级对冲基金持仓公布,其中好多对冲基金增持中概股
英特尔CPU机密数据大量泄露:芯片后门实锤,下一代CPU原理图曝光 斯诺登早就说了,英特尔谷歌苹果非死不可等全都有后门,协助CIA干坏事。。。
美国证监会(SEC) 13F报告 全球顶级对冲基金持仓公布,其中好多对冲基金增持中概股
英特尔CPU机密数据大量泄露:芯片后门实锤,下一代CPU原理图曝光 斯诺登早就说了,英特尔谷歌苹果非死不可等全都有后门,协助CIA干坏事。。。
美国证监会(SEC) 13F报告 全球顶级对冲基金持仓公布,其中好多对冲基金增持中概股
美国证监会(SEC) 13F报告 全球顶级对冲基金持仓公布,其中好多对冲基金增持中概股
powong1 2020-08-18 12:13:21 那是因为其他建设没跟上,5猪非常耗电 用传统电网running5猪 那是天下一大笑话。 墙國的电网需要大大地深化改革才能配合墙国墙科技宏愿。 美帝雖然5g有點落伍,但是一众科技的整体发展是很均匀健康又自主。那是由市场主導的自然发展,並非單靠祸策單边拉台一哄而上。 MOLAMOLA120 2020-08-18 11:50:20 哈哈哈!!! 电网,智能电网啊!
美国电网 在热浪中,没有足够的电力来满足需求后。 California power grid operator cancels rolling blackouts The operator of California’s electric grid says it won't implement rolling blackouts that could have left millions of residents in the dark
powong1 2020-08-18 12:13:21 那是因为其他建设没跟上,5猪非常耗电 用传统电网running5猪 那是天下一大笑话。 墙國的电网需要大大地深化改革才能配合墙国墙科技宏愿。 美帝雖然5g有點落伍,但是一众科技的整体发展是很均匀健康又自主。那是由市场主導的自然发展,並非單靠祸策單边拉台一哄而上。 MOLAMOLA120 2020-08-18 11:50:20 哈哈哈!!! 电网,智能电网啊!
新冠,把莫迪打回原形 印度有钱买全球最先进杀人武器,没钱搞建设 看看印度火车吧。
波浪大湿 2020-08-16 11:39:52 印度智库专家:为什么中国人总在嘲笑我们? 哈哈哈!!! 莫迪刚上任,有许多人说莫迪改革,不得了,将超过中国 莫迪第一任期已满,结果怎样啊?
洪灏也好,陶博也好 买方,卖方区别。
市场的机会是多元化的,取舍在个人。
洪灏也好,陶博也好 买方,卖方区别。