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曹小作
买什么样的公司
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曹小作
01-25 05:48
$MicroStrategy STRANGLE 250124 PUT 350.0/CALL 357.5$
曹小作
2024-08-14
$NVDA 20240816 117.0 PUT$
曹小作
2024-08-08
$Lumen Technologies(LUMN)$
曹小作
2024-08-01
$NVDA 20240802 116.0 PUT$
曹小作
2024-07-29
$TCH.HK 20240730 350.00 PUT$
曹小作
2024-07-23
$Serve Robotics Inc.(SERV)$
曹小作
2024-07-23
$Serve Robotics Inc.(SERV)$
曹小作
2024-06-11
$AAPL 20240920 185.0 CALL$
曹小作
2024-05-08
$GOOG 20240719 170.0 CALL$
曹小作
2024-04-13
$AMD 20240412 160.0 PUT$
曹小作
2023-09-09
$AAPL 20240119 200.0 CALL$
曹小作
2023-03-31
zai
@巫天华:所謂投資，也是認知匹配
曹小作
2019-11-23
Great.
@看遍世界景赚足天下钱:價值投資不僅僅關乎投資
曹小作
2019-10-22
1
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曹小作
2019-09-25
note
@美股解毒师:10月解禁的美港股【什麼？漲5倍的人造肉要來了？】
曹小作
2019-09-22
fear of missing out .
Sorry, the original content has been removed
Go to Tiger App to see more news
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Airlines$(UAL)$ 航班因爲超額售票超載，要求4名乘客改簽，而其中1名亞裔乘客急着去看病人，拒絕改簽，於是被強行拖下飛機，並造成重傷。 事發之後，我看到許多關於做空美聯航的討論，而$(UAL)$的股價盤前已經大跌超過-5%。 各位虎友，對於這個事件你們會做空美聯航嗎？尤其是會重倉做空嗎？ 上一篇文章中，我們說炒美股，不是把它當成賭博，而是我對行業的認知的變現。 但是，在認知過程中，是有不同場景、不同程度、不同狀態的。 獵豹CEO傅盛在《所謂成長就是認知升級》中描述了認知的 4種狀態： 人與人最大差別是認知。 切換到我們投資的場景中，不同的投資人對同一筆投資的多空方向判斷、倉位比例選擇都取決於各自的認知。 雖然認知不可量化，我依然將對投資線索的認知區分爲：“強認知” 和 “弱認知”。 什麼算“強認知”？什麼算作“弱認知”？ 在這方面，我見過最普遍的錯誤是，很多 “弱認知” 被當成 “強認知” 擇以重倉操作，甚至上槓杆。 在心理學上，這是認知偏差。 在投資中，這是倉位錯配。 強弱不明，輕重混淆。 如同打德州，頂對弱Ticker 的牌打到 All in，不論結果輸贏，都算是沒打對。 這是一個信息爆炸的社會，每週、甚至每天都有重量級事件，小道消息滿天飛，我們很容易遇見各種各樣的”潛在”投資線索，比如今天的美聯航事件。 如何辨識一則消息對於我們的投資是否真實有效？如何決定一條投資線索變成真正的操作？ 是放棄？是輕倉小試，還是重倉？ 首先，我們來舉例 常見弱認知例子： 阿里控股東南亞第一電商Laz","listText":"在正文前，先來討論今天的一則熱點事件：美聯航United Airlines$(UAL)$ 航班因爲超額售票超載，要求4名乘客改簽，而其中1名亞裔乘客急着去看病人，拒絕改簽，於是被強行拖下飛機，並造成重傷。 事發之後，我看到許多關於做空美聯航的討論，而$(UAL)$的股價盤前已經大跌超過-5%。 各位虎友，對於這個事件你們會做空美聯航嗎？尤其是會重倉做空嗎？ 上一篇文章中，我們說炒美股，不是把它當成賭博，而是我對行業的認知的變現。 但是，在認知過程中，是有不同場景、不同程度、不同狀態的。 獵豹CEO傅盛在《所謂成長就是認知升級》中描述了認知的 4種狀態： 人與人最大差別是認知。 切換到我們投資的場景中，不同的投資人對同一筆投資的多空方向判斷、倉位比例選擇都取決於各自的認知。 雖然認知不可量化，我依然將對投資線索的認知區分爲：“強認知” 和 “弱認知”。 什麼算“強認知”？什麼算作“弱認知”？ 在這方面，我見過最普遍的錯誤是，很多 “弱認知” 被當成 “強認知” 擇以重倉操作，甚至上槓杆。 在心理學上，這是認知偏差。 在投資中，這是倉位錯配。 強弱不明，輕重混淆。 如同打德州，頂對弱Ticker 的牌打到 All in，不論結果輸贏，都算是沒打對。 這是一個信息爆炸的社會，每週、甚至每天都有重量級事件，小道消息滿天飛，我們很容易遇見各種各樣的”潛在”投資線索，比如今天的美聯航事件。 如何辨識一則消息對於我們的投資是否真實有效？如何決定一條投資線索變成真正的操作？ 是放棄？是輕倉小試，還是重倉？ 首先，我們來舉例 常見弱認知例子： 阿里控股東南亞第一電商Laz","text":"在正文前，先來討論今天的一則熱點事件：美聯航United Airlines$(UAL)$ 航班因爲超額售票超載，要求4名乘客改簽，而其中1名亞裔乘客急着去看病人，拒絕改簽，於是被強行拖下飛機，並造成重傷。 事發之後，我看到許多關於做空美聯航的討論，而$(UAL)$的股價盤前已經大跌超過-5%。 各位虎友，對於這個事件你們會做空美聯航嗎？尤其是會重倉做空嗎？ 上一篇文章中，我們說炒美股，不是把它當成賭博，而是我對行業的認知的變現。 但是，在認知過程中，是有不同場景、不同程度、不同狀態的。 獵豹CEO傅盛在《所謂成長就是認知升級》中描述了認知的 4種狀態： 人與人最大差別是認知。 切換到我們投資的場景中，不同的投資人對同一筆投資的多空方向判斷、倉位比例選擇都取決於各自的認知。 雖然認知不可量化，我依然將對投資線索的認知區分爲：“強認知” 和 “弱認知”。 什麼算“強認知”？什麼算作“弱認知”？ 在這方面，我見過最普遍的錯誤是，很多 “弱認知” 被當成 “強認知” 擇以重倉操作，甚至上槓杆。 在心理學上，這是認知偏差。 在投資中，這是倉位錯配。 強弱不明，輕重混淆。 如同打德州，頂對弱Ticker 的牌打到 All in，不論結果輸贏，都算是沒打對。 這是一個信息爆炸的社會，每週、甚至每天都有重量級事件，小道消息滿天飛，我們很容易遇見各種各樣的”潛在”投資線索，比如今天的美聯航事件。 如何辨識一則消息對於我們的投資是否真實有效？如何決定一條投資線索變成真正的操作？ 是放棄？是輕倉小試，還是重倉？ 首先，我們來舉例 常見弱認知例子： 阿里控股東南亞第一電商Laz","images":[{"img":"https://static.laohu8.com/37eccd73ec2fc878a86070ede1da4684"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/53727","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":934763834,"gmtCreate":1574479063328,"gmtModify":1705413856421,"author":{"id":"3481607711352696","authorId":"3481607711352696","name":"曹小作","avatar":"https://static.tigerbbs.com/9b6dd3120c7bc382bc830367e543184b","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3481607711352696","authorIdStr":"3481607711352696"},"themes":[],"htmlText":"Great.","listText":"Great.","text":"Great.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/934763834","repostId":"934458306","repostType":1,"repost":{"id":934458306,"gmtCreate":1574429001605,"gmtModify":1705413763732,"author":{"id":"3466684903067182","authorId":"3466684903067182","name":"看遍世界景赚足天下钱","avatar":"https://static.tigerbbs.com/036367fd006fdcb94e383902a9d8277a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3466684903067182","authorIdStr":"3466684903067182"},"themes":[],"title":"價值投資不僅僅關乎投資","htmlText":"1、價值投資至少還關乎生活方式。巴菲特講得最多的例子，是把車子和自己的身體做比較，然後跟大家說明，要愛護自己的身體和大腦。所以，價值投資有一點很重要，就是投資自己最重要的兩樣東西，身體和腦子，所以，起碼要愛護身體，讓自己長壽，所以，生活方式要健康、思考方式要積極。看看巴菲特和查理芒格的年齡和狀態，就可以想象他們對待自己的身體有多好。2、價值投資至少是關乎思考方式。價值投資者一定是擁有正確的思考方式的。那是怎樣的思考方式呢？我覺得有幾點：一是謹慎。對待所有的風險都非常地謹慎；二是獨立。對待其他人的想法和眼光會有自己的判斷；三是長線思考。一件事願意想得長遠、更長約些；四是反思和學習。不固執不停止學習、不斷吸收和成長。3、價值投資至少是關乎關係的。絕大多數價值投資者與夥伴或者朋友的關係都是非常長久並且充滿信任的。價值投資投的很多時候就是對信任的人長期的信任。而現實生活中的關係之道，他們也會用價值投資的方法去看待和維持。總而言之，他們把信譽和信任看得像生命一樣珍貴。另外的，就是價值投資者的婚姻往往也比較穩定和長久，珍惜身體讓他們長久，而對關係和信任的看重，讓他們穩定，這是同一個道理。","listText":"1、價值投資至少還關乎生活方式。巴菲特講得最多的例子，是把車子和自己的身體做比較，然後跟大家說明，要愛護自己的身體和大腦。所以，價值投資有一點很重要，就是投資自己最重要的兩樣東西，身體和腦子，所以，起碼要愛護身體，讓自己長壽，所以，生活方式要健康、思考方式要積極。看看巴菲特和查理芒格的年齡和狀態，就可以想象他們對待自己的身體有多好。2、價值投資至少是關乎思考方式。價值投資者一定是擁有正確的思考方式的。那是怎樣的思考方式呢？我覺得有幾點：一是謹慎。對待所有的風險都非常地謹慎；二是獨立。對待其他人的想法和眼光會有自己的判斷；三是長線思考。一件事願意想得長遠、更長約些；四是反思和學習。不固執不停止學習、不斷吸收和成長。3、價值投資至少是關乎關係的。絕大多數價值投資者與夥伴或者朋友的關係都是非常長久並且充滿信任的。價值投資投的很多時候就是對信任的人長期的信任。而現實生活中的關係之道，他們也會用價值投資的方法去看待和維持。總而言之，他們把信譽和信任看得像生命一樣珍貴。另外的，就是價值投資者的婚姻往往也比較穩定和長久，珍惜身體讓他們長久，而對關係和信任的看重，讓他們穩定，這是同一個道理。","text":"1、價值投資至少還關乎生活方式。巴菲特講得最多的例子，是把車子和自己的身體做比較，然後跟大家說明，要愛護自己的身體和大腦。所以，價值投資有一點很重要，就是投資自己最重要的兩樣東西，身體和腦子，所以，起碼要愛護身體，讓自己長壽，所以，生活方式要健康、思考方式要積極。看看巴菲特和查理芒格的年齡和狀態，就可以想象他們對待自己的身體有多好。2、價值投資至少是關乎思考方式。價值投資者一定是擁有正確的思考方式的。那是怎樣的思考方式呢？我覺得有幾點：一是謹慎。對待所有的風險都非常地謹慎；二是獨立。對待其他人的想法和眼光會有自己的判斷；三是長線思考。一件事願意想得長遠、更長約些；四是反思和學習。不固執不停止學習、不斷吸收和成長。3、價值投資至少是關乎關係的。絕大多數價值投資者與夥伴或者朋友的關係都是非常長久並且充滿信任的。價值投資投的很多時候就是對信任的人長期的信任。而現實生活中的關係之道，他們也會用價值投資的方法去看待和維持。總而言之，他們把信譽和信任看得像生命一樣珍貴。另外的，就是價值投資者的婚姻往往也比較穩定和長久，珍惜身體讓他們長久，而對關係和信任的看重，讓他們穩定，這是同一個道理。","images":[{"img":"https://static.tigerbbs.com/9021c707ff9f7efccea19217ab6a6bbf"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/934458306","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":938566540,"gmtCreate":1571702447180,"gmtModify":1705408756831,"author":{"id":"3481607711352696","authorId":"3481607711352696","name":"曹小作","avatar":"https://static.tigerbbs.com/9b6dd3120c7bc382bc830367e543184b","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3481607711352696","authorIdStr":"3481607711352696"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/938566540","repostId":"1973687922","repostType":2,"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":939723388,"gmtCreate":1569368184944,"gmtModify":1705405284193,"author":{"id":"3481607711352696","authorId":"3481607711352696","name":"曹小作","avatar":"https://static.tigerbbs.com/9b6dd3120c7bc382bc830367e543184b","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3481607711352696","authorIdStr":"3481607711352696"},"themes":[],"htmlText":"note","listText":"note","text":"note","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/939723388","repostId":"939438115","repostType":1,"repost":{"id":939438115,"gmtCreate":1569298971536,"gmtModify":1705405112305,"author":{"id":"3440721572920950","authorId":"3440721572920950","name":"美股解毒师","avatar":"https://community-static.trade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10月，將迎來重量級解禁，包括$Beyond Meat, Inc.(BYND)$ 、$Zoom(ZM)$、$Pinterest, Inc.(PINS)$ 、$Jumia Technologies AG(JMIA)$ 、$Tradeweb Markets Inc.(TW)$ 。以及中概股$雲集(YJ)$ 、$新氧(SY)$ 、$華富教育(WAFU)$ 和港股$申萬宏源(06806)$ 。 如果沒有特別標註解禁數量，原則上是公司IPO當時管理層和其他早期股東承諾的鎖定期自動到期，也就是他們所有的股票都可以自由流通。 由於4月上市的港股數量不多，本月有港股公司較少，絕大多數都是180天鎖定期的到期。 對於IPO以來回撤幅度較大的公司，解禁壓力其實沒那麼大，只要是正常公司，管理層都不應該在股價低迷時套現。要防的，反而是那些上市以來漲幅巨大的票。 本月特別需要提防的是人造肉和Zoom，這兩家公司近乎翻倍。而Pinterest和Tradeweb也有不錯的漲幅。 中概股大部分都已經破發的不像樣了，當然對那些本來就不打算市值管理、只想要圈錢的管理層來說，跌多少都會賣的，防也防不住。 那麼問題來了，如果你要是Zoom或者Beyond Meat的持股高管，面對翻倍的股價，你會選擇減持一點嗎？（以後還可以增持回來的）","listText":"清淡的9月沒有什麼重量級的IPO，也沒有什麼特別起伏的行情，但是10月可算是對上半年重量級IPO的一次大清算。這也是本次早早地給大家總結解禁信息的原因。 10月，將迎來重量級解禁，包括$Beyond Meat, Inc.(BYND)$ 、$Zoom(ZM)$、$Pinterest, Inc.(PINS)$ 、$Jumia Technologies AG(JMIA)$ 、$Tradeweb Markets Inc.(TW)$ 。以及中概股$雲集(YJ)$ 、$新氧(SY)$ 、$華富教育(WAFU)$ 和港股$申萬宏源(06806)$ 。 如果沒有特別標註解禁數量，原則上是公司IPO當時管理層和其他早期股東承諾的鎖定期自動到期，也就是他們所有的股票都可以自由流通。 由於4月上市的港股數量不多，本月有港股公司較少，絕大多數都是180天鎖定期的到期。 對於IPO以來回撤幅度較大的公司，解禁壓力其實沒那麼大，只要是正常公司，管理層都不應該在股價低迷時套現。要防的，反而是那些上市以來漲幅巨大的票。 本月特別需要提防的是人造肉和Zoom，這兩家公司近乎翻倍。而Pinterest和Tradeweb也有不錯的漲幅。 中概股大部分都已經破發的不像樣了，當然對那些本來就不打算市值管理、只想要圈錢的管理層來說，跌多少都會賣的，防也防不住。 那麼問題來了，如果你要是Zoom或者Beyond Meat的持股高管，面對翻倍的股價，你會選擇減持一點嗎？（以後還可以增持回來的）","text":"清淡的9月沒有什麼重量級的IPO，也沒有什麼特別起伏的行情，但是10月可算是對上半年重量級IPO的一次大清算。這也是本次早早地給大家總結解禁信息的原因。 10月，將迎來重量級解禁，包括$Beyond Meat, Inc.(BYND)$ 、$Zoom(ZM)$、$Pinterest, Inc.(PINS)$ 、$Jumia Technologies AG(JMIA)$ 、$Tradeweb Markets Inc.(TW)$ 。以及中概股$雲集(YJ)$ 、$新氧(SY)$ 、$華富教育(WAFU)$ 和港股$申萬宏源(06806)$ 。 如果沒有特別標註解禁數量，原則上是公司IPO當時管理層和其他早期股東承諾的鎖定期自動到期，也就是他們所有的股票都可以自由流通。 由於4月上市的港股數量不多，本月有港股公司較少，絕大多數都是180天鎖定期的到期。 對於IPO以來回撤幅度較大的公司，解禁壓力其實沒那麼大，只要是正常公司，管理層都不應該在股價低迷時套現。要防的，反而是那些上市以來漲幅巨大的票。 本月特別需要提防的是人造肉和Zoom，這兩家公司近乎翻倍。而Pinterest和Tradeweb也有不錯的漲幅。 中概股大部分都已經破發的不像樣了，當然對那些本來就不打算市值管理、只想要圈錢的管理層來說，跌多少都會賣的，防也防不住。 那麼問題來了，如果你要是Zoom或者Beyond 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of missing out .","listText":"fear of missing out .","text":"fear of missing out .","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/939261012","repostId":"1158779051","repostType":4,"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":217803474714696,"gmtCreate":1694209226004,"gmtModify":1694209226058,"author":{"id":"3481607711352696","authorId":"3481607711352696","name":"曹小作","avatar":"https://static.tigerbbs.com/9b6dd3120c7bc382bc830367e543184b","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3481607711352696","authorIdStr":"3481607711352696"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/AAPL 20240119 200.0 CALL\">$AAPL 20240119 200.0 CALL$ </a>","listText":"<a href=\"https://laohu8.com/OPT/AAPL 20240119 200.0 CALL\">$AAPL 20240119 200.0 CALL$ </a>","text":"$AAPL 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切換到我們投資的場景中，不同的投資人對同一筆投資的多空方向判斷、倉位比例選擇都取決於各自的認知。 雖然認知不可量化，我依然將對投資線索的認知區分爲：“強認知” 和 “弱認知”。 什麼算“強認知”？什麼算作“弱認知”？ 在這方面，我見過最普遍的錯誤是，很多 “弱認知” 被當成 “強認知” 擇以重倉操作，甚至上槓杆。 在心理學上，這是認知偏差。 在投資中，這是倉位錯配。 強弱不明，輕重混淆。 如同打德州，頂對弱Ticker 的牌打到 All in，不論結果輸贏，都算是沒打對。 這是一個信息爆炸的社會，每週、甚至每天都有重量級事件，小道消息滿天飛，我們很容易遇見各種各樣的”潛在”投資線索，比如今天的美聯航事件。 如何辨識一則消息對於我們的投資是否真實有效？如何決定一條投資線索變成真正的操作？ 是放棄？是輕倉小試，還是重倉？ 首先，我們來舉例 常見弱認知例子： 阿里控股東南亞第一電商Laz","text":"在正文前，先來討論今天的一則熱點事件：美聯航United Airlines$(UAL)$ 航班因爲超額售票超載，要求4名乘客改簽，而其中1名亞裔乘客急着去看病人，拒絕改簽，於是被強行拖下飛機，並造成重傷。 事發之後，我看到許多關於做空美聯航的討論，而$(UAL)$的股價盤前已經大跌超過-5%。 各位虎友，對於這個事件你們會做空美聯航嗎？尤其是會重倉做空嗎？ 上一篇文章中，我們說炒美股，不是把它當成賭博，而是我對行業的認知的變現。 但是，在認知過程中，是有不同場景、不同程度、不同狀態的。 獵豹CEO傅盛在《所謂成長就是認知升級》中描述了認知的 4種狀態： 人與人最大差別是認知。 切換到我們投資的場景中，不同的投資人對同一筆投資的多空方向判斷、倉位比例選擇都取決於各自的認知。 雖然認知不可量化，我依然將對投資線索的認知區分爲：“強認知” 和 “弱認知”。 什麼算“強認知”？什麼算作“弱認知”？ 在這方面，我見過最普遍的錯誤是，很多 “弱認知” 被當成 “強認知” 擇以重倉操作，甚至上槓杆。 在心理學上，這是認知偏差。 在投資中，這是倉位錯配。 強弱不明，輕重混淆。 如同打德州，頂對弱Ticker 的牌打到 All in，不論結果輸贏，都算是沒打對。 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PUT$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/294714701844784","isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":934763834,"gmtCreate":1574479063328,"gmtModify":1705413856421,"author":{"id":"3481607711352696","authorId":"3481607711352696","name":"曹小作","avatar":"https://static.tigerbbs.com/9b6dd3120c7bc382bc830367e543184b","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3481607711352696","authorIdStr":"3481607711352696"},"themes":[],"htmlText":"Great.","listText":"Great.","text":"Great.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/934763834","repostId":"934458306","repostType":1,"repost":{"id":934458306,"gmtCreate":1574429001605,"gmtModify":1705413763732,"author":{"id":"3466684903067182","authorId":"3466684903067182","name":"看遍世界景赚足天下钱","avatar":"https://static.tigerbbs.com/036367fd006fdcb94e383902a9d8277a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3466684903067182","authorIdStr":"3466684903067182"},"themes":[],"title":"價值投資不僅僅關乎投資","htmlText":"1、價值投資至少還關乎生活方式。巴菲特講得最多的例子，是把車子和自己的身體做比較，然後跟大家說明，要愛護自己的身體和大腦。所以，價值投資有一點很重要，就是投資自己最重要的兩樣東西，身體和腦子，所以，起碼要愛護身體，讓自己長壽，所以，生活方式要健康、思考方式要積極。看看巴菲特和查理芒格的年齡和狀態，就可以想象他們對待自己的身體有多好。2、價值投資至少是關乎思考方式。價值投資者一定是擁有正確的思考方式的。那是怎樣的思考方式呢？我覺得有幾點：一是謹慎。對待所有的風險都非常地謹慎；二是獨立。對待其他人的想法和眼光會有自己的判斷；三是長線思考。一件事願意想得長遠、更長約些；四是反思和學習。不固執不停止學習、不斷吸收和成長。3、價值投資至少是關乎關係的。絕大多數價值投資者與夥伴或者朋友的關係都是非常長久並且充滿信任的。價值投資投的很多時候就是對信任的人長期的信任。而現實生活中的關係之道，他們也會用價值投資的方法去看待和維持。總而言之，他們把信譽和信任看得像生命一樣珍貴。另外的，就是價值投資者的婚姻往往也比較穩定和長久，珍惜身體讓他們長久，而對關係和信任的看重，讓他們穩定，這是同一個道理。","listText":"1、價值投資至少還關乎生活方式。巴菲特講得最多的例子，是把車子和自己的身體做比較，然後跟大家說明，要愛護自己的身體和大腦。所以，價值投資有一點很重要，就是投資自己最重要的兩樣東西，身體和腦子，所以，起碼要愛護身體，讓自己長壽，所以，生活方式要健康、思考方式要積極。看看巴菲特和查理芒格的年齡和狀態，就可以想象他們對待自己的身體有多好。2、價值投資至少是關乎思考方式。價值投資者一定是擁有正確的思考方式的。那是怎樣的思考方式呢？我覺得有幾點：一是謹慎。對待所有的風險都非常地謹慎；二是獨立。對待其他人的想法和眼光會有自己的判斷；三是長線思考。一件事願意想得長遠、更長約些；四是反思和學習。不固執不停止學習、不斷吸收和成長。3、價值投資至少是關乎關係的。絕大多數價值投資者與夥伴或者朋友的關係都是非常長久並且充滿信任的。價值投資投的很多時候就是對信任的人長期的信任。而現實生活中的關係之道，他們也會用價值投資的方法去看待和維持。總而言之，他們把信譽和信任看得像生命一樣珍貴。另外的，就是價值投資者的婚姻往往也比較穩定和長久，珍惜身體讓他們長久，而對關係和信任的看重，讓他們穩定，這是同一個道理。","text":"1、價值投資至少還關乎生活方式。巴菲特講得最多的例子，是把車子和自己的身體做比較，然後跟大家說明，要愛護自己的身體和大腦。所以，價值投資有一點很重要，就是投資自己最重要的兩樣東西，身體和腦子，所以，起碼要愛護身體，讓自己長壽，所以，生活方式要健康、思考方式要積極。看看巴菲特和查理芒格的年齡和狀態，就可以想象他們對待自己的身體有多好。2、價值投資至少是關乎思考方式。價值投資者一定是擁有正確的思考方式的。那是怎樣的思考方式呢？我覺得有幾點：一是謹慎。對待所有的風險都非常地謹慎；二是獨立。對待其他人的想法和眼光會有自己的判斷；三是長線思考。一件事願意想得長遠、更長約些；四是反思和學習。不固執不停止學習、不斷吸收和成長。3、價值投資至少是關乎關係的。絕大多數價值投資者與夥伴或者朋友的關係都是非常長久並且充滿信任的。價值投資投的很多時候就是對信任的人長期的信任。而現實生活中的關係之道，他們也會用價值投資的方法去看待和維持。總而言之，他們把信譽和信任看得像生命一樣珍貴。另外的，就是價值投資者的婚姻往往也比較穩定和長久，珍惜身體讓他們長久，而對關係和信任的看重，讓他們穩定，這是同一個道理。","images":[{"img":"https://static.tigerbbs.com/9021c707ff9f7efccea19217ab6a6bbf"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/934458306","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":938566540,"gmtCreate":1571702447180,"gmtModify":1705408756831,"author":{"id":"3481607711352696","authorId":"3481607711352696","name":"曹小作","avatar":"https://static.tigerbbs.com/9b6dd3120c7bc382bc830367e543184b","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3481607711352696","authorIdStr":"3481607711352696"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/938566540","repostId":"1973687922","repostType":2,"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":939723388,"gmtCreate":1569368184944,"gmtModify":1705405284193,"author":{"id":"3481607711352696","authorId":"3481607711352696","name":"曹小作","avatar":"https://static.tigerbbs.com/9b6dd3120c7bc382bc830367e543184b","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3481607711352696","authorIdStr":"3481607711352696"},"themes":[],"htmlText":"note","listText":"note","text":"note","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/939723388","repostId":"939438115","repostType":1,"repost":{"id":939438115,"gmtCreate":1569298971536,"gmtModify":1705405112305,"author":{"id":"3440721572920950","authorId":"3440721572920950","name":"美股解毒师","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440721572920950","authorIdStr":"3440721572920950"},"themes":[],"title":"10月解禁的美港股【什麼？漲5倍的人造肉要來了？】","htmlText":"清淡的9月沒有什麼重量級的IPO，也沒有什麼特別起伏的行情，但是10月可算是對上半年重量級IPO的一次大清算。這也是本次早早地給大家總結解禁信息的原因。 10月，將迎來重量級解禁，包括$Beyond Meat, Inc.(BYND)$ 、$Zoom(ZM)$、$Pinterest, Inc.(PINS)$ 、$Jumia Technologies AG(JMIA)$ 、$Tradeweb Markets Inc.(TW)$ 。以及中概股$雲集(YJ)$ 、$新氧(SY)$ 、$華富教育(WAFU)$ 和港股$申萬宏源(06806)$ 。 如果沒有特別標註解禁數量，原則上是公司IPO當時管理層和其他早期股東承諾的鎖定期自動到期，也就是他們所有的股票都可以自由流通。 由於4月上市的港股數量不多，本月有港股公司較少，絕大多數都是180天鎖定期的到期。 對於IPO以來回撤幅度較大的公司，解禁壓力其實沒那麼大，只要是正常公司，管理層都不應該在股價低迷時套現。要防的，反而是那些上市以來漲幅巨大的票。 本月特別需要提防的是人造肉和Zoom，這兩家公司近乎翻倍。而Pinterest和Tradeweb也有不錯的漲幅。 中概股大部分都已經破發的不像樣了，當然對那些本來就不打算市值管理、只想要圈錢的管理層來說，跌多少都會賣的，防也防不住。 那麼問題來了，如果你要是Zoom或者Beyond Meat的持股高管，面對翻倍的股價，你會選擇減持一點嗎？（以後還可以增持回來的）","listText":"清淡的9月沒有什麼重量級的IPO，也沒有什麼特別起伏的行情，但是10月可算是對上半年重量級IPO的一次大清算。這也是本次早早地給大家總結解禁信息的原因。 10月，將迎來重量級解禁，包括$Beyond Meat, Inc.(BYND)$ 、$Zoom(ZM)$、$Pinterest, Inc.(PINS)$ 、$Jumia Technologies AG(JMIA)$ 、$Tradeweb Markets Inc.(TW)$ 。以及中概股$雲集(YJ)$ 、$新氧(SY)$ 、$華富教育(WAFU)$ 和港股$申萬宏源(06806)$ 。 如果沒有特別標註解禁數量，原則上是公司IPO當時管理層和其他早期股東承諾的鎖定期自動到期，也就是他們所有的股票都可以自由流通。 由於4月上市的港股數量不多，本月有港股公司較少，絕大多數都是180天鎖定期的到期。 對於IPO以來回撤幅度較大的公司，解禁壓力其實沒那麼大，只要是正常公司，管理層都不應該在股價低迷時套現。要防的，反而是那些上市以來漲幅巨大的票。 本月特別需要提防的是人造肉和Zoom，這兩家公司近乎翻倍。而Pinterest和Tradeweb也有不錯的漲幅。 中概股大部分都已經破發的不像樣了，當然對那些本來就不打算市值管理、只想要圈錢的管理層來說，跌多少都會賣的，防也防不住。 那麼問題來了，如果你要是Zoom或者Beyond Meat的持股高管，面對翻倍的股價，你會選擇減持一點嗎？（以後還可以增持回來的）","text":"清淡的9月沒有什麼重量級的IPO，也沒有什麼特別起伏的行情，但是10月可算是對上半年重量級IPO的一次大清算。這也是本次早早地給大家總結解禁信息的原因。 10月，將迎來重量級解禁，包括$Beyond Meat, Inc.(BYND)$ 、$Zoom(ZM)$、$Pinterest, Inc.(PINS)$ 、$Jumia Technologies AG(JMIA)$ 、$Tradeweb Markets Inc.(TW)$ 。以及中概股$雲集(YJ)$ 、$新氧(SY)$ 、$華富教育(WAFU)$ 和港股$申萬宏源(06806)$ 。 如果沒有特別標註解禁數量，原則上是公司IPO當時管理層和其他早期股東承諾的鎖定期自動到期，也就是他們所有的股票都可以自由流通。 由於4月上市的港股數量不多，本月有港股公司較少，絕大多數都是180天鎖定期的到期。 對於IPO以來回撤幅度較大的公司，解禁壓力其實沒那麼大，只要是正常公司，管理層都不應該在股價低迷時套現。要防的，反而是那些上市以來漲幅巨大的票。 本月特別需要提防的是人造肉和Zoom，這兩家公司近乎翻倍。而Pinterest和Tradeweb也有不錯的漲幅。 中概股大部分都已經破發的不像樣了，當然對那些本來就不打算市值管理、只想要圈錢的管理層來說，跌多少都會賣的，防也防不住。 那麼問題來了，如果你要是Zoom或者Beyond Meat的持股高管，面對翻倍的股價，你會選擇減持一點嗎？（以後還可以增持回來的）","images":[{"img":"https://static.tigerbbs.com/8995dc0184f5276a11fca74250e899b6"},{"img":"https://static.tigerbbs.com/19dd7cfcee4521b663d6f70a2f16eab1"},{"img":"https://static.tigerbbs.com/cadaa991a3a06a10ad7eb4ad08b64cbb"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/939438115","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":664,"gmtBegin":1569299033210,"gmtEnd":1569903828241,"type":1,"upper":2,"title":"你要是高管，會在公司股票翻倍後減持嗎？","choices":[{"id":2627,"sort":1,"name":"會","userSize":92,"voted":false},{"id":2628,"sort":2,"name":"不會","userSize":15,"voted":false}]},"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":939261012,"gmtCreate":1569113162736,"gmtModify":1705404902393,"author":{"id":"3481607711352696","authorId":"3481607711352696","name":"曹小作","avatar":"https://static.tigerbbs.com/9b6dd3120c7bc382bc830367e543184b","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3481607711352696","authorIdStr":"3481607711352696"},"themes":[],"htmlText":"fear of missing out .","listText":"fear of missing out .","text":"fear of missing out .","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/939261012","repostId":"1158779051","repostType":4,"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
