e****t
发帖数: 17914 | 1 Nokia Corporation (ADR) (NOK) Upgraded To 'Hold' By Deutsche Bank
ValueWalk - 6 hours ago
Nokia Corporation (ADR) (NOK) Downgraded By Swedbank
ValueWalk - Aug 30, 2013
Nokia Corporation (ADR) (NOK) Is A “Value Trap”: Deutsche Bank
ValueWalk - Aug 29, 2013 |
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d**z
发帖数: 3577 | 2 【 以下文字转载自 Stock 讨论区 】
发信人: dmjz (东门虎西门豹), 信区: Stock
标 题: Chinese Hedge Fund Launches Swell As Count Nears 25,000!
发信站: BBS 未名空间站 (Tue Dec 29 06:27:35 2015, 美东)
By Mark Melin on December 28, 2015 2:10 pm
Chinese Hedge Fund Launches Swell As Count Nears 25,000!
Chinese Hedge fund – As looser regulation has swept across China, new hedge
fund launches are surging at an unheard of pace. This all comes at a time
when some of the larger hedge fund managers have “gone incommunicado,” or
worse yet, “mis... 阅读全帖 |
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d**z
发帖数: 3577 | 3 【 以下文字转载自 Stock 讨论区 】
发信人: dmjz (东门虎西门豹), 信区: Stock
标 题: Chinese Hedge Fund Launches Swell As Count Nears 25,000!
发信站: BBS 未名空间站 (Tue Dec 29 06:27:35 2015, 美东)
By Mark Melin on December 28, 2015 2:10 pm
Chinese Hedge Fund Launches Swell As Count Nears 25,000!
Chinese Hedge fund – As looser regulation has swept across China, new hedge
fund launches are surging at an unheard of pace. This all comes at a time
when some of the larger hedge fund managers have “gone incommunicado,” or
worse yet, “mis... 阅读全帖 |
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d**z
发帖数: 3577 | 4 【 以下文字转载自 Stock 讨论区 】
发信人: dmjz (东门虎西门豹), 信区: Stock
标 题: Chinese Hedge Fund Launches Swell As Count Nears 25,000!
发信站: BBS 未名空间站 (Tue Dec 29 06:27:35 2015, 美东)
By Mark Melin on December 28, 2015 2:10 pm
Chinese Hedge Fund Launches Swell As Count Nears 25,000!
Chinese Hedge fund – As looser regulation has swept across China, new hedge
fund launches are surging at an unheard of pace. This all comes at a time
when some of the larger hedge fund managers have “gone incommunicado,” or
worse yet, “mis... 阅读全帖 |
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d**z
发帖数: 3577 | 5 By Mark Melin on December 28, 2015 2:10 pm
Chinese Hedge Fund Launches Swell As Count Nears 25,000!
Chinese Hedge fund – As looser regulation has swept across China, new hedge
fund launches are surging at an unheard of pace. This all comes at a time
when some of the larger hedge fund managers have “gone incommunicado,” or
worse yet, “missing” amid a government crackdown.
The Asset Management Association of China (AMAC) counts 24,625 hedge funds
as of December 2015, up from nearly 17,000 in Janua... 阅读全帖 |
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b*****d
发帖数: 61690 | 6 【环球时报综合报道】过去两天，日本首相安倍高调秀出的对华强硬困扰着不少人。
美国“ValueWalk”网站称，安倍就中国在亚洲搞“扩张主义”政策精挑细选地讲出几
句话，相当于给不少中国人“当面一记耳光”。日本看出中国用超出国境之外的雄心没
错，但岛国领导人最好是想办法去化解紧张局势，不要忘了日本自己不久前也在地区有
着类似的雄心。
韩国《亚细亚经济》表示，虽然中国政府还没有对安倍的挑衅言论作出反应，但此
前已经多次批评安倍政府复活军国主义的倾向。安倍如此直接站出来发出牵制中国的声
音，与习近平近日要求强化睦邻外交的表态形成鲜明对比。
法国《新观察家报》报道称，针对日本早先“将击落钓鱼岛上空中国无人机”的威
胁，中国国防部26日发出“任何针对中国飞机的敌对行为将是战争行为”的警告，令中
日间关系更显紧张。而日本不但自2011年以来首次决定增加防务预算，还计划在11月进
行海上军事演习，届时局势可能会变得更加微妙。
【环球时报驻日、韩、法、泰、德记者蓝雅歌 文玉 萧达 王刚 暨佩娟 青木 环球
时报记者 段聪聪 陈一 玉鹏】 |
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d**z
发帖数: 3577 | 11 【 以下文字转载自 Stock 讨论区 】
发信人: dmjz (东门虎西门豹), 信区: Stock
标 题: Top And Bottom Performing Funds, Dec. 2015
发信站: BBS 未名空间站 (Tue Dec 29 06:35:52 2015, 美东)
http://www.valuewalk.com/2015/12/hedge-fund-returns-2015/
AAM Absolute Return Fund, the Dublin, Ireland-based $184 million global long
/ short hedge fund run by Harold James Offerhaug popped into first place
with a stunning 42.08% year to date return, besting Higher Moment Capital
Opportunities fund by nearly ten percentage points based on reporting a... 阅读全帖 |
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d**z
发帖数: 3577 | 12 Important Hedge Fund Trends For 2016 And Beyond
1. Reduction of expected returns for a diversified Hedge Fund portfolio.
Hedge fund performance is driven by a combination of alpha (manager skill)
and beta (market driven return). From 2009 to the beginning of last year, as
both the fixed income and equity markets experienced strong bull markets,
beta had been a tail wind for hedge fund performance that rewarded managers
with net long market exposure. Over this time period, investors’ return
exp... 阅读全帖 |
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发帖数: 1 | 13 紐約商業交易所(NYMEX)近月西德州中級(WTI)原油期貨9月大漲7.9%、創4月以來最大漲
幅；10月10日收盤價(51.35美元)更創下2015年7月15日以來新高。油價大幅走高、通膨
預期理應跟著上揚才對，為何美國密西根大學消費者信心調查14日公布的10月初估數據
顯示未來5年通膨預期創1979年開始統計以來最低紀錄？
國際貨幣基金組織(IMF)日前為何發表報告指稱過去幾年來(特別是先進經濟體)菲利浦
曲線無法解釋的通膨進一步下滑(disinflation)比重變得越來越大？為何聯準會(FED)
主席葉倫(Janet Yellen)10月14日說或許可以考慮暫時讓經濟處於高壓狀態(high-
pressure economy)。
ValueWalk 14日報導，法國興業銀行(Societe Generale)全球策略師Albert Edwards指
出，投資人低估了人民幣貶值所引發的通貨緊縮衝擊。他預估，為抵銷房市降溫的負面
影響，中國當局將放手讓人民幣相對於美元於2017年第3季末貶值至8.1-9.1。
德意志銀行9月底發表報告指出，過去12個月中國19個中大型城市房價平均漲... 阅读全帖 |
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t*******z
发帖数: 606 | 14 在最近的一篇讨论中印间可能战争的文章评论区，充斥了大量印度人的言论。感觉印度
人评论也是相当的激进，甚至比这里或者国内军事版要更极端。
http://www.valuewalk.com/2017/07/india-china-border-war/#comment-3442003521
没忍住小评了一下，收到了几位比较典型的印度式回复。分享如下：
我：Reading through all comments here -- surprisingly to see so many India
people threatening to nuke China and Pak. That's really crazy insane.
SI (Guest):
I agree.It's just an emotional outburst in response to this heavily biased
article which is condescending towards India.
Nowhere does the article explain how India has be... 阅读全帖 |
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b********n
发帖数: 38600 | 15 How A Whistleblower Changed The World
https://www.valuewalk.com/2018/05/eward-snowden-facebook-vpn/
“Every person remembers some moment in their life where they witnessed some
injustice, big or small, and looked away because the consequences of
intervening seemed too intimidating. But there's a limit to the amount of
incivility and inequality and inhumanity that each individual can tolerate.
I crossed that line. And I'm no longer alone.” |
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z*m
发帖数: 3227 | 16 五毛无能，国内这么好的雄文范本都不转，哥只好代转了。让贸易战的风暴来的更猛烈
些吧。
---------------------------
美元霸权已不可避免走向没落！人民币将取而代之成为新国际货币？
2018-08-09
来源： 金十数据
2018年迄今，美国利用“贸易大棒”和各种措施击打其他国家，招致多国不满。不少国
家加入抛售美债、去美元化的行列，其中最决绝的非俄罗斯莫属。而近期，俄罗斯总统
普京更是因美国肆意妄为，称美元的储备货币地位已经动摇，而人民币已具备储备货币
的资质。
风水轮流转，美元霸权或将衰落？
受到强劲的经济数据支撑，美国一直是全球经济的核心，美元也成为全球核心储备货币
。周三特朗普称美国下季度的GDP有可能会超过5%，几乎令人怀疑美元霸权地位是不可
挑战的。但是从历史上看，没有一个货币可以稳坐核心储备货币这把交椅。
从15世纪西班牙、葡萄牙，到18世纪的英镑，再到二战后的美元，核心储备货币一直在
改变。今年美国的贸易和限制举措令多国不寒而栗，越来越多国家抛售美债，加入去美
元化的行列。如果美国继续如此下去，美元的衰落恐怕是迟早的事。
知己知彼，人民币“登顶”三... 阅读全帖 |
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c****e
发帖数: 9482 | 17 http://www.valuewalk.com/2012/05/investors-sue-facebook-inc-fb-
Investors Sue Facebook (FB) and Underwriters
A lawsuit has been filed by three Facebook Inc (NASDAQ:FB) investors who say
that analysts at the underwriters’ banks did not properly disclose any
changes to forecasts and expectations of Facebook.
The lawsuit came after news broke that analysts, particularly at Morgan
Stanley (NYSE:MS) and Goldman Sachs Group, Inc. (NYSE:GS), had their
forecasts cut on Facebook during the company’s road... 阅读全帖 |
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B********s
发帖数: 2575 | 18 【 以下文字转载自 USChineseRight 俱乐部 】
4月9号晚芝加哥飞路易维尔（在肯塔基州，300英里，4个半小时车程）的联合航空3411
航班超售。
超售的操作流程是这样的，先把票卖出去，钱搞到手，然后指望着有些乘客因为各种原
因不能准时出现。如果大家都很乖，全数到场，座位不够，航空公司就拿小钱贿赂行程
比较灵活的旅客。一进一出，航空官司一定是挣钱的。
这次也不例外，机组拿400美元和免费旅馆来贿赂，没人上钩，大家都登机了。大家都
登机以后，机组宣布贿赂提高到800美元，还是没人理睬（我觉得机组人员不懂心理学
，如果我是个第二天没事干的大学生，我会很愿意拿800美元，但是大家眼睛都盯着，
我肯定不好意思啊。正确的做法是，派一个温柔的空姐找吊儿郎当的大学生模样的年轻
人轻声商量，成功的概率要比用喇叭喊大得多）。
联航这次要搭机的不是普通的超售旅客，是4个第二天必须要从路易维尔飞的机组人员
，所以，联航下定决心一定要搞下4个旅客，腾出4个位子。
800块没人理，机组宣布，我们要用电脑抽签，抽4位旅客下去。
于是，他们就抽，一对年轻人被抽到，很不情愿地下去了。
再后面抽到的是一个... 阅读全帖 |
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T*U
发帖数: 22634 | 19 in 2010, there was one fire for every 1,305 vehicles and one fire every 16.
26 million miles driven by people in the U.S. Of course all of these numbers
are outdated by now, but this gives us an idea of just how much more common
it is to have a fire in a gasoline-powered car than it is one of Tesla’s
cars.
Musk reports that there are approximately 25,000 Model S sedans on the world
’s roads which have driven more than 100 million miles or so. And there
have been just three fires. That makes just... 阅读全帖 |
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y******y
发帖数: 207 | 20 不是王婆卖瓜。看看下面第三方的评论：
http://masterherald.com/tesla-model-s-test-drive-session-in-chi
Despite the fact that the crash looks quite bad at first sight, it’s a good
example of the kind of safety and reliability offered by modern cars. The
vehicles are designed to crumple upon impact, preserving the lives of
passengers inside at the cost of the car’s own integrity. This has
obviously worked as intended, judging from the pictures of the incident, and
it could actually be used to speak in Tesla’s defense... 阅读全帖 |
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d**z
发帖数: 3577 | 23 【 以下文字转载自 Stock 讨论区 】
发信人: dmjz (东门虎西门豹), 信区: Stock
标 题: Top And Bottom Performing Funds, Dec. 2015
发信站: BBS 未名空间站 (Tue Dec 29 06:35:52 2015, 美东)
http://www.valuewalk.com/2015/12/hedge-fund-returns-2015/
AAM Absolute Return Fund, the Dublin, Ireland-based $184 million global long
/ short hedge fund run by Harold James Offerhaug popped into first place
with a stunning 42.08% year to date return, besting Higher Moment Capital
Opportunities fund by nearly ten percentage points based on reporting a... 阅读全帖 |
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l**********o
发帖数: 1573 | 26 Zynga Inc (NASDAQ:ZNGA) is a company that’s known for creating social games
for Facebook and mobile web but perhaps they will become more famous for
their CEO who spends far more on security than he should.
According to John Letzing from the Wall Street Journal, Zynga spent $1.37
million to protect the chief executive Marc Pincus and his family. This
included the purchase and maintenance of a home security system.
This wasn’t the only time Zynga’s CEO was involved in some questionable
money prac... 阅读全帖 |
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c*******o
发帖数: 3829 | 27 “When you look closer to the Chinese smartphones sold however, Samsung took
22% of the market share while Apple took a 19% share. However, Apple is not
only seeing success in iPhone sales in China, Mac sales were up 60% year
over year in the last quarter.”
http://www.valuewalk.com/2012/05/apple-inc-aapl-iphone-4s-prope |
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y***l
发帖数: 6963 | 32 http://www.valuewalk.com/2012/11/apple-inc-aapl-shares-worth-1b
The mistake has almost crippled Rochdale, a firm with only $3.5 million in
capital. After the huge amount of shares were bought in the last weeks of
October, Apple Inc. (NASDAQ:AAPL) dove down in the stock market and has
lately fallen below $590. |
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y******i
发帖数: 2584 | 34 http://www.businessinsider.com/jim-chanos-on-value-traps-2012-6
Here's Jim Chanos' Presentation On How To Spot A Crappy Stock
Julia La Roche | Jun. 27, 2012, 9:45 AM | 123,422 | 5
inShare17
Email
More
Jim Chanos
Bloomberg TV
Hedge fund titan Jim Chanos, the founder of Kynikos Associates, gave a
presentation last week at ValueX Vail on how to spot a company that looks
good, but is actually a value trap. [via Jacob Wolinksy at ValueWalk]
Chanos, who famously shorted Enron before the... 阅读全帖 |
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R****r
发帖数: 609 | 36 看过一些无里头的分析,这么脑残的还是第一次看到.
自己说,NOK的"现有"资产零碎加总每股值$4.6, 然后又说,股票只能值$2.8,因为NOK长
得还不漂亮.
下次应该直接说, 我错过这趟车了,请回来接我.
有兴趣的直接看原文.
http://www.valuewalk.com/2012/12/nokia-corporation-adr-nysenok-
Analysts at the firm increased their target price to $2.80 on news of the
apparent successful launch of Nokia Corporation (NYSE:NOK) (HEL:NOK1V)’s
Windows 8 phones.
Analysts at Swedbank say a sum of the parts valuation shows that the stock’
s asset values are greater than $4.61 per share, but they “do not expect
Nokia ... 阅读全帖 |
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s*****m
发帖数: 13092 | 40 这个怎么实现的？
http://www.valuewalk.com/2013/02/einhorns-apple-inc-aapl-suit-i
This morning Greenlight Capital disclosed that its President, David Einhorn,
has been urging Apple to create a new security, a perpetual preferred stock
that would be distributed at no cost to Apple’s existing shareholders.
Such preferred stock could trade at par while offering a 4% dividend rate,
according to David Einhorn’s statements. |
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N*****d
发帖数: 9872 | 47 最近好像出了个坏消息。Nok要出Windows RT平板了，微软自己都在清仓甩卖的操作系
统。
Asustek CEO Jerry Shen had opined that the tech industry perceives the
Windows RT platform as a failure. The company, in turn, has lost millions on
Surface RT tablet.
If Nokia would be launching the tablet, it would be joining the Surface RT
devices which Microsoft was developing. With Google Nexus and iPads in
market offering cost-to-quality standard, the device would face a tough
challenge
http://www.valuewalk.com/2013/08/nokia-corporation-adr-no... 阅读全帖 |
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