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aobo
aobo
·
08-24
IT,按照尤金砝码的有效市场理论,市场价格已经包含全部消息,炒股只剩下运气。这可能是真相,所有的有迹可循,都只是凡事需要一个理由的自圆其说罢了。但是信息传导总是需要时间的,认识总是在不断辨别中逐步趋向统一的,就像当下的今天,总有人不认同地球是圆的一样。市场不可能是完全有效的。 就像当年瑞幸极度扩张,亲自到店里使用新手券免费兑换,发现店里没有一个是付费的,更发现一个新用户BUG,利好就是用户如何如何增长。当时就意识到问题。所以炒股有时候只需要去现场看看。
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aobo
aobo
·
02-28
$AMD 20250417 100.0 PUT$
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aobo
aobo
·
02-28
$AMD 20250417 100.0 PUT$
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aobo
aobo
·
2022-06-24
专业试车员会不会挂错挡
非常抱歉,此主贴已删除
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aobo
aobo
·
2021-06-12
AMD是走是溜
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aobo
aobo
·
2021-06-12
攒
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aobo
aobo
·
2021-06-11
Tiger is here!
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aobo
aobo
·
2021-06-11
Tiger is here!
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aobo
aobo
·
2021-01-07
打新送五谷丰登,再送会员体验高雅,祝老虎活动越办越好
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aobo
aobo
·
2020-12-13
牛
今年最火的一位女股神
@房东经济学:
本文来自公众号:房东看世界今天我们聊聊一位最近很火的女股神,她的名字叫Catherine Wood,她是ARK Invest的CEO和基金经理人。如果要问今年美国市场上谁最风光,那肯定有她和她公司ARK的份,Wood现在已经成为无数投资者眼中的女神。Catherine Wood为什么她能火?我们看一下她管理的产品表现就知道了。ARKK vs 纳斯达克100 vs 标普500 2014年底至今各自累计涨幅上面这张图中紫色线为她管理的一只规模最大的ARKK与纳斯达克100(黑色线)以及标普500(黑色)的对比,从2014下半年登场至今,ARKK累计上涨了接近500%,碾压基准标普500,甚至也让作为科技指数之王的纳斯达克100相形见绌。ARKK连续三年都跑赢了基准,并且和其他ARK旗下的四个主动基金一同在今年迎来了大爆发。有人把她说成是“女版巴菲特”,但她的风格和巴菲特完全不一样,巴菲特喜欢投资现金流稳定的成熟公司、而且更倾向于传统行业,对科技股涉猎相对较少;Wood专做科技股,而且都是在足够早的时间就瞄准那些有潜力的科技公司。在她的投资理念中,最重要的一个关键词就是创新。Wood出生于1956年,换句话说她现在已经是个64岁的大妈了,但是她对于创新和新经济的理解远超绝大多数后辈,她抓住了特斯拉、Square、Zoom甚至是比特币的机会。除了天赋以外,和她的个人经历也分不开。她毕业于南加州大学金融经济学专业,1977年开始在Capital Research公司任助理经济师,之后她在1980年转职Jennison Associates任首席经济师。1998年她合伙成立对冲基金Tupelo Capital并任投资组合经理主理该基金的宏观战略。2001年,她转到联博资产管理任投资长,负责管理基金达50亿美元的投资组合。2013年,她从联博辞职创业,于2014年1月成立ARK Inve
今年最火的一位女股神
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