刘 迅 – 深圳市新同方投资管理有限公司
新同方1期 投资理念 价值投资主要依据于对公司的基本面分析，在充分的基本分析基础上对公司的内在价值作出估测。 我们认为，是否对投资对象进行估值，是投资与投机的根本性区别。我们是基于价值的投资者。 我们认为，一项投资的内在价值是其未来自由现金流的净现值，股票市场运行的本质即是价格围绕价值波动。尽管股票市场在长期、总体上是有效率的，但并不排除短期、局部的错误定价。 单靠理念并不能保证高额收益，执行理念的能力才是最重要的。在实践中，我们通过严谨的投资决策过程，以保证始终贯彻基于价值投资理念的一致性。
Unclog your artery fast
Cranberries Asparagus Persimmon Green Tea Spirulina Turmeric Avocado Pomegranate Cinnamon Broccoli
Burry Bets on Farmland
Michael Burry, former head of Scion Capital Group, works at his office at his home in Cupertino, California. Photographer: Tony Avelar/Bloomberg http://www.bloomberg.com/news/articles/2010-09-07/michael-burry-predictor-of-mortgage-collapse-bets-on-farmland-and-goldBloomberg
周孝正新解 知者不惑，仁者无忧，勇者不惧
幸福的人生应该怎样度过呢？ 知者不惑：不断的求取知识，以至不再对周边事物产生困惑； 仁者无忧：真诚地待人如己，以至不再为个人得失而忧愁；「不再患得患失」 勇者不惧：勇敢地实践前行，以至不再畏惧任何困难[或失败]
‘Valar Morghulis’ ‘Valar Dohaeris’
'Valar Morghulis' is a Braavosi greeting said in High Valyrian, which literally translates to "All men must die" in the Common Tongue. 'Valar Dohaeris' is its accompanying greeting, which literally…
Satyajit Das says the big four banks are more vulnerable than they appear
If Australia is an economic miracle, with more than 25 years uninterrupted growth, then its banks are its most visible sign of strength. After a near-death experience in the 1990s, they've reformed…
Checklist before making an investment
1. Value + Safty of Margin 2. Is time with us？ 3. What if it goes against us by 50% 4. Attack the idea in every angle 5. Alternative cost
All of you can do it, but I guarantee not many of you will do it.
He held up a stack of reports and trade publications he had brought with him and said “Read 500 pages like this every day.” That’s right, read 500 pages a…
pjt
Taubman, Pichai Taubman, a former executive at Morgan Stanley and one of the world’s most successful mergers-and-acquisitions advisers, received most of his compensation in exchange for his ownership interest in…
你的善良必须有点锋芒——不然就等于零
美国思想家爱默生曾说：“你的善良必须有点锋芒——不然就等于零。”怜悯是天生的品质，而善良却需要对伪善、假善明察秋毫，没有锋芒的善，只不过是“滥好人” 中国权力导向下的慈善容易把好事办成坏事
中国债务总额与国内生产总值(GDP)的比例在今年一季度上升至创纪录的237%
这种债务与GDP比例的水平远高于其他发展中经济体——尽管与美国和欧元区相当。
Eggs
Pastured > Omega-3 > Organic > Free Range/Cage Free > Conventional Woolworth Pace Farm Free Range Eggs Omega 3 - 12pk 700g $6.99; $1.00/ 100G
high speed rail – property development
Mr Alexander suggested property in Goulburn now worth $200,000 could be worth $600,000 if it were just a 30 minute train ride from the Sydney CBD Previous efforts under Labor…
Ashfield 的萧条（13年）
这个说法不知对否 人口？？ 房价上涨幅度比较 商业店面关门 通利、fruit market、肉店关门了
Shareholder value Analyse this
http://www.economist.com/news/business/21695940-enduring-power-biggest-idea-business-analyse WHAT is the most influential contemporary book about the world economy? An obvious choice is “Capital in the Twenty-First Century”, a 696-page analysis of inequality by Thomas Piketty, a…
认知升级>知识学习 回到源头>认清事实
无论你怎么花钱花时间，你都是在得到，永远不会丧失什么，因为你的个人价值，就是在掏出钞票[和时间]购买有形的商品和无形的服务的行为中实现的。{总觉得这表述不对} 认知升级>知识学习 回到源头>认清事实
按照自己的想法生活
人要按照自己的想法去生活，不然，迟早会按照自己的生活去思想。
祈祷词
请上帝赐给我祥和， 让我欣然接纳那些我无法改变的事情； 请上帝赐给我勇气， 让我改变那些我能改变的事； 请上帝赐给我智慧， 让我能知道两者的区别。 （什么时候该挺住，什么时候该接受） 《超预测》 我们要有方法去预测我们可以预测的， 我们要为无法预测的事情做好准备， 分清两者的区别