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3分人生

以企业的视角看待投资

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- 3分人生3分人生
  ·2020-08-28
  说好保密的，怎么就不密呢
  非常抱歉，此主贴已删除
  2,527 评论
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- 3分人生3分人生
  ·2020-06-10
  从PB=PE*ROE这个公式来看，当ROE=8%的时候，即便PE是35倍但PB却只有2.8倍。若公司能够持续成长，ROE提升到25%，则届时的PE在25的时候，PB却反而提升到了6.25倍。由此可见，PE反映的是预期溢价，而PB反映的是资产溢价。通常预期的反映远早于ROE的实际变动，而PB则相对同步或者滞后于ROE的变动。
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- 3分人生3分人生
  ·2020-05-27
  投资中一种愚蠢的行为就是卖掉涨势良好的股票而去增持下跌的股票。
  2,490 评论
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- 3分人生3分人生
  ·2020-05-26
  一个投资者是否成熟的关键判断依据之一，就是能否恰当地利用企业经营周期和市场的情绪周期偏离带来的机会和规避它们带来的潜在巨大风险。
  2,519 评论
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- 3分人生3分人生
  ·2020-05-26
  一只股票投资的长期收益率不完全依赖于所投资公司的实际增长率，而是取决于该增长率与投资者预期的差值。
  2,776 评论
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- 3分人生3分人生
  ·2020-05-15
  刚开通了老虎证券，本来想参与沛嘉打新的，最后资金没赶上就参加了建业的打新，第一打新中了，标记一下！
  2,956 评论
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- 3分人生3分人生
  ·2020-05-12
  做投资有件事会让你心里感到极不舒服，就是看到别人赚了大钱，做的却是你拒绝做的那种事情。
  2,662 评论
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- 3分人生3分人生
  ·2020-05-10
  2020-05-10 交易笔记 by 3分人生
  蒙代尔不可能三角(Impossible triangle)。一个国家不可能同时实现资本流动自由，货币政策的独立性和汇率的稳定性。
  4,241 1
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  2020-05-10 交易笔记 by 3分人生

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