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Thursday, January 3, 2013

Attacking on Football field:Is star player good for the team?

Is there a problem of too much concentration on star players? Let's find out!!

(This is an extension version of my original article on Taiwanese Bulletin Board System(BBS) station: FCBarcelona @ PTT.cc)

From the Table below, could we say that, when Messi score more(in total team percentage), we obtain less trophy we should get?


























(The statistics are from Wikipedia, which cited the original source with LFP.es: I do double check with the number and they fit. I only use La Liga statistics, no European competition score was taken into account)

Monday, December 31, 2012

2013: How Money should be placed ?

Best and Worst Investment in 2012 by Bloomberg

2012 only has a few hours left, let's take a look of how investment world fares and how I, personally, would like ahead for 2013. (As for usual caution: This article only presents my personal view. For investment, readers get to assess their own risk type and make their own prudential decisions)

Saturday, December 22, 2012

投資概念(1): 現金流量,股利與折現

穩懋(3105)縮短設備折舊年限 明年EPS少5毛 嚇跑砷化鎵買盤! 鉅亨網 (Dec. 22, 2012)

折舊費用, 有這麼可怕?少五毛,投資人就要大幅度賣出懲罰*? 問題到底出在哪裡? 



A) 學會計的好狡猾在操縱盈餘
B) 我們應該來拆解一下看一下現金流量.....
C) 李組長眉頭一皺發現這案情並不單純................

對於入門證券市場的朋友,我經常會把下面的這個公式拿出來用。它很簡單,很基本,但也很多把戲!
(聲明:筆者沒有持有這家公司,在這篇文章完成日前後90日不打算做任何的操作。以下推論內容也不做為推薦買進或賣出的參考)

Friday, December 7, 2012

隨意雜感: 商品化有什麼不對?

最近跟了一些台灣的新聞, 有一個觀點我不太能夠理解. 或者是說,對於所謂"左派"的思考我有所謂不能理解的地方.

我們反對將"_____"商品化: "________"可以自行帶入各式各樣的物品.

商品化有什麼不對?

Sunday, November 25, 2012

A glimpse of thought: Risk seeking and boom-bust circle

In my leisure time, I read two article about the boom and bust of economic circles: one article is about how Ching Dynasty is doomed by a rubber price mania in early 20th century, the other is about the housing price in Europe now, at least in some regions, are coming back.

This gives me a thought: How to study people's risk-seeking behaviors!


Wednesday, November 14, 2012

The price of (holding) cash

What is the true value of cash you hold in hands? There are actually two very interesting views

1. Cash as a option, priceless!

What Warren would say is this:
"Cash is an call option, with no expiration date and no strike price."

2. "Money is (a form of) debt"

The academia might have another perspective to offer. In this interview with Harald Uhlig, John Cochrane, and Gideon Magnus at Morningstar, they consider money as debt.

Unraveling the Mysteries of Money (just in case the video won't show up directly, you could use the combined with the title)




Thursday, November 1, 2012

以豬哥亮先生來解釋歐債跟財政風暴


今天晚上突然靈光一閃想到:要對於想要了解歐債風暴或者是財政危機始末,卻沒有經濟或者財務背景的市井小民,要如何解釋這樣的問題?歐債四國, 這些被稱為PIGS(Portugal, Italy, Greece, and Spain)的四隻小豬,跟紅遍台灣半邊天的豬哥亮,恰恰好有異曲同工之妙!!

假想情境:Omicron已在歐洲 (?)

  這是荷蘭疫情開始後,病房住院狀態:從這樣的變化,有沒有新型變體已經在歐陸的可能?