博文
【转】章兴国：评川普的国情咨文报告
(2019-02-06 06:57:49)
Thegood:
1.It'sanexcellentspeech,overall.
2.Trump'sheartseemstobeattherightplaces:Americanpeople,regardlessofrace,safety,security,traditionalvalues,
3.theprioritiessetonjobs,trade,border,etc,aregood.
4.denouncedsocialism.
5.supportofVenezuela'sJuanGuido.Thebad:
1.nomentionofthedebtproblem,fiscaldeficitprobem,
2.phrasingthedifferenceas"betweenresultsorre...[阅读全文]
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半个身子站在 山海月 的那边。FXI
(2019-01-31 22:42:32)
买了小量的FXIput. 不敢买spx,amzn,nflx,aaplput. http://bbs.wenxuecity.com/finance/4628570.html [阅读全文]
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按照 2.7 P/S over future sales 算，大约 1457.
(2019-01-31 22:39:33)
220*2.7=594. 1718×594*1.2/840=1457. [阅读全文]
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【转】章兴国：评 Amazon 2018 年 4季度报告
(2019-01-31 22:29:43)
评Amazon2018年4季度报告 章兴国 2019-01-31 Amazon的report包罗万象。 Alexa,AI,echodot,ring,IMDb,AWS,2newAIchips,souq(whateverthatwas),Amazonair,SageMaker,re.MARS,re.Invent,blockchain,Amazonstudio,.... Impressive,alsomademedizzy.[Smile] Thedownside? 1.Q1revenuewasguideddownfrom60.9tobetween56and60.Earningguidancenotgreat. 2.Allprevioussuccessesbecomehighmarkswhicha...[阅读全文]
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