新叶投旅笔记
3 C's of life: choices, chances, and changes.
博文
(2025-05-17 10:15:46)
https://bbs.wenxuecity.com/finance/6610412.html
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(2025-05-17 10:13:51)
https://bbs.wenxuecity.com/finance/6636709.html
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(2025-05-16 12:55:53)
Toprovideachronologicaloverviewofthe**beta**and**stockaverageperformance**fortheenergycompanieswiththetickers**CCJ(CamecoCorporation)**,**LEU(CentrusEnergyCorp.)**,and**SMR(NuScalePowerCorporation)**overthepastthreeyears(May16,2022,toMay16,2025),I’llanalyzeavailabledata,focusingon:
-**Beta**:Ameasureofastock’svolatilityrelativetothemarket(typicallytheS&P500).Abeta>1indicateshigh...[阅读全文]
(2025-05-16 12:30:12)
USis10+yearsbehindChinaandIndia.It'snuclearorthelightsgoout. ByGROK： BelowistherequestedinformationforLEU,SMR,NNE,andCCJasofMay16,2025,at01:31PMEDT.I’vesourceddatafromavailablewebresults,postsonX,andpriorconversationcontext,whileestimatingwherenecessaryduetogapsinreal-timedata.Allmarketcapsarecalculatedusingthemostrecentsharepricesandoutstandingshareswhereavailable.Notethatene...[阅读全文]
(2025-05-16 10:01:35)
(2025-05-16 07:36:51)
StanleyDruckenmiller,alegendaryinvestor,isknownforhisdisciplined,macro-driveninvestmentapproach.Drunkenmillerneverhadadownyearinhis30yearsofinvestment.
Basedonavailableinsightsintohisphilosophy,herearehistopfiveinvestmentprinciples,synthesizedfromvarioussources:
1.**FocusontheFuture,NotthePresent**:
Druckenmilleremphasizesanticipatingfuturemarkettrendsandeconomicconditionsratherthanreacti...[阅读全文]
(2025-05-16 06:52:58)
2025-05-31 ###KeyBusinessMoatofHims&HersHealth,Inc.(HIMS) Abusinessmoatreferstoasustainablecompetitiveadvantagethatallowsacompanytomaintainitsmarketpositionandprotectitsprofitabilityovertime.ForHims&HersHealth,Inc.,aleadingtelehealthplatform,thekeybusinessmoatscanbeidentifiedasfollows,basedonavailableinformationandanalysis: 1.**BrandRecognitionandTrust**:
-...[阅读全文]
(2025-05-15 19:17:35)
https://www.zacks.com/registration/ultimatetrader/welcome/eoffer/5b8b?f=special&sub=nuclear&edition=2024-E2-33ba687490f561fa374013dc808cf8ff&cid=ec-pfp_conf-pfp_reg_conf-nuclear-ID01-report_link
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(2025-05-15 16:15:43)
TonySeba,alongsideJamesArbib,outlinesavisionfora"StellarSociety"intheirbookStellar:AWorldBeyondLimits,andHowtoGetThere.Thisvisiondescribesafuturecharacterizedbysuperabundance,drivenbytechnologicaldisruptionsinenergy,transportation,food,andothersectors.Theconceptdoesn'trefertoaphysicaldistancebutratherasocietaltransformationenabledbytechnologieslikesolar,wind,batteries,AI,androbotics....[阅读全文]
(2025-05-15 16:08:06)
今天的重磅消息，我一直很喜欢MichealBurry的特立独行，不人云亦云，坚持当一个非常规的OUTLIER。 注意到MB把最近很火的OSCR也买了（我比他卖的早，我本来就是跟D短期投机玩一下，性质与MB不同） EL目前的机构持仓情况： 对EL的了解仅限于它家的香水（与我热爱的一款气味相近），用过它家的眼霜。从来没有想过买它的股票，那就来看看： ###KeyBusinessofEstéeLa[阅读全文]
