[阅读全文]
新叶投旅笔记
3 C's of life: choices, chances, and changes.
博文
(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
[阅读全文]
(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]
(2025-05-15 14:21:39)
(2025-05-15 13:04:36)
Dataoninstitutionalshareadditionsfor2025isincomplete,ascomprehensiveinstitutionalownershipreports(like13Ffilings)aretypicallyreleasedquarterly,andQ12025dataisonlypartiallyavailable.BasedonavailableinformationuptoMay15,2025,andfocusingonU.S.-listedAIsoftwarestocks,here’sananalysisoflikelycandidatesforthetopthreewiththemostinstitutionalinterest,inferredfromtrends,analystcoverage,andmarketsenti...[阅读全文]
(2025-05-15 08:31:42)
在能源股中，计划换/加小核能股。查在核能ETF中，大中小三类能源公司中，SMR（NuScale)是ETF的中型代表。查了SMRpatentaward+当下机构持仓/加仓SMR情况，X上高手分享的TA图，+JHuang，EMusk等人讲话中多次提到的行业需要瓶颈与机会:"Everydatacenterwillbeenergylimited"，+最近加拿大最大的OPG开始大力推广建设（SMR=smallmodularreactor）.在OKLO，NNE与SMR之间，我只能三选一，否则仓位太小无意[阅读全文]
(2025-05-15 08:03:34)
一直期望可以在同一地方存放，更新有关DD档案，记录部分相关背景资料和数据，重要消息，一时的感悟，全为个人存档和回放学习使用方便。开博客，比自己用GoogleDoc等记录查询方便，也便于听取建议和改进。等积累多了，再归类。
非为发表做文章，都是最近查到关心的问题，想到哪里，记到哪里，好记性不如烂笔头，边看边思考。节省很多时间，非投资建议。
欢迎留[阅读全文]
