财经，股票，基金，保险相关文章 1 (10,557), By Table, anwser_x_article (u

anwser_x_article.id	anwser.id	anwser.ts	anwser.answer_timestampe	anwser.anwser	author.id	author.ts	author.screen_name	author.description	author.province	author.city	author.location	author.fucos_count	author.fans_count	author.authentication	author.feature	author.article_id
1	1	2018-05-02 05:32:44	1525223204000	1：恒瑞最强。其他还有一系列不错的。基本上市值高的。比如复星，华海，科伦，信立泰，海正，乐普等等。2：比数量这几年应该是华海最多，因为大批从海外回来的产品。但是很多都是小品种。3：糖尿病通化东宝，即将上市的甘李。心血管乐普，信立泰，京新等。	11	2018-05-14 16:46:32	Stevevai1983	职业统计学家，标准的耶鲁基金派价投	四川	城市/地区		127	75454	实名认证		{ "1489174": { "article.id": 1489174, "article.ts": "2018-05-14 15:59:29", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1489172": { "article.id": 1489172, "article.ts": "2018-05-14 15:59:29", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1489173": { "article.id": 1489173, "article.ts": "2018-05-14 15:59:29", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" } }
369	1	2018-05-02 05:32:44	1525223204000	1：恒瑞最强。其他还有一系列不错的。基本上市值高的。比如复星，华海，科伦，信立泰，海正，乐普等等。2：比数量这几年应该是华海最多，因为大批从海外回来的产品。但是很多都是小品种。3：糖尿病通化东宝，即将上市的甘李。心血管乐普，信立泰，京新等。	11	2018-05-14 16:46:32	Stevevai1983	职业统计学家，标准的耶鲁基金派价投	四川	城市/地区		127	75454	实名认证		{ "1489174": { "article.id": 1489174, "article.ts": "2018-05-14 15:59:29", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1489172": { "article.id": 1489172, "article.ts": "2018-05-14 15:59:29", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1489173": { "article.id": 1489173, "article.ts": "2018-05-14 15:59:29", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" } }
2	2	2018-05-02 05:32:44	1525227674000	制药业：读各种报表，资料，电话会议，医药峰会记录。关注一些公众号。必须会英文，这个是硬门槛。因为所有一手治疗全英文。所有世界趋势也是全英文。我的模式不是找公司然后研究他们是干什么的。我是关注药物本身，然后反过来看哪家在做。	11	2018-05-14 16:46:32	Stevevai1983	职业统计学家，标准的耶鲁基金派价投	四川	城市/地区		127	75454	实名认证		{ "1489174": { "article.id": 1489174, "article.ts": "2018-05-14 15:59:29", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1489172": { "article.id": 1489172, "article.ts": "2018-05-14 15:59:29", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1489173": { "article.id": 1489173, "article.ts": "2018-05-14 15:59:29", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" } }
367	2	2018-05-02 05:32:44	1525227674000	制药业：读各种报表，资料，电话会议，医药峰会记录。关注一些公众号。必须会英文，这个是硬门槛。因为所有一手治疗全英文。所有世界趋势也是全英文。我的模式不是找公司然后研究他们是干什么的。我是关注药物本身，然后反过来看哪家在做。	11	2018-05-14 16:46:32	Stevevai1983	职业统计学家，标准的耶鲁基金派价投	四川	城市/地区		127	75454	实名认证		{ "1489174": { "article.id": 1489174, "article.ts": "2018-05-14 15:59:29", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1489172": { "article.id": 1489172, "article.ts": "2018-05-14 15:59:29", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1489173": { "article.id": 1489173, "article.ts": "2018-05-14 15:59:29", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" } }
3	3	2018-05-02 05:32:44	1525222917000	不太清楚，只是不明觉厉。。。	11	2018-05-14 16:46:32	Stevevai1983	职业统计学家，标准的耶鲁基金派价投	四川	城市/地区		127	75454	实名认证		{ "1489174": { "article.id": 1489174, "article.ts": "2018-05-14 15:59:29", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1489172": { "article.id": 1489172, "article.ts": "2018-05-14 15:59:29", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1489173": { "article.id": 1489173, "article.ts": "2018-05-14 15:59:29", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" } }
368	3	2018-05-02 05:32:44	1525222917000	不太清楚，只是不明觉厉。。。	11	2018-05-14 16:46:32	Stevevai1983	职业统计学家，标准的耶鲁基金派价投	四川	城市/地区		127	75454	实名认证		{ "1489174": { "article.id": 1489174, "article.ts": "2018-05-14 15:59:29", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1489172": { "article.id": 1489172, "article.ts": "2018-05-14 15:59:29", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1489173": { "article.id": 1489173, "article.ts": "2018-05-14 15:59:29", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" } }
4	4	2018-05-02 05:36:24	1524724605000	苹果手机里内置的搜索引擎用的都是谷歌，但是苹果完全有权利换成bing之类的（肯定不会换百度），所以谷歌要购买这个默认权。就像，阿里巴巴的所有搜索用的都是自己的，所以百度拿不到任何淘宝的数据，从总市场份额来看，百度还是垄断的，但是这个细分项目，百度就是切不进去。从全球来看，谷歌依旧是搜索引擎的垄断者，占90%市场份额，但是在移动端决定用哪个搜索引擎不是谷歌说的算，是app，浏览器，操作系统说的算（pc时代这个问题不太严重，移动时代严重了一些），所以要交钱。	22	2018-05-14 21:17:08	大隐于市谢强	The best way to smart, is not to be stupid.	海外	城市/地区		91	13357	实名认证		{ "1467202": { "article.id": 1467202, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1518987": { "article.id": 1518987, "article.ts": "2018-05-14 21:14:20", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1518988": { "article.id": 1518988, "article.ts": "2018-05-14 21:14:20", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1467199": { "article.id": 1467199, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1467200": { "article.id": 1467200, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1467201": { "article.id": 1467201, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1518993": { "article.id": 1518993, "article.ts": "2018-05-14 21:14:20", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" } }
34	4	2018-05-02 05:36:24	1524724605000	苹果手机里内置的搜索引擎用的都是谷歌，但是苹果完全有权利换成bing之类的（肯定不会换百度），所以谷歌要购买这个默认权。就像，阿里巴巴的所有搜索用的都是自己的，所以百度拿不到任何淘宝的数据，从总市场份额来看，百度还是垄断的，但是这个细分项目，百度就是切不进去。从全球来看，谷歌依旧是搜索引擎的垄断者，占90%市场份额，但是在移动端决定用哪个搜索引擎不是谷歌说的算，是app，浏览器，操作系统说的算（pc时代这个问题不太严重，移动时代严重了一些），所以要交钱。	22	2018-05-14 21:17:08	大隐于市谢强	The best way to smart, is not to be stupid.	海外	城市/地区		91	13357	实名认证		{ "1467202": { "article.id": 1467202, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1518987": { "article.id": 1518987, "article.ts": "2018-05-14 21:14:20", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1518988": { "article.id": 1518988, "article.ts": "2018-05-14 21:14:20", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1467199": { "article.id": 1467199, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1467200": { "article.id": 1467200, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1467201": { "article.id": 1467201, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1518993": { "article.id": 1518993, "article.ts": "2018-05-14 21:14:20", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" } }
5	5	2018-05-02 05:36:24	1521268927000	抄底本身就是个很投机的动作。我觉得买在底部，本身就是一个只能意淫不能落实的事情。如果真的买到了底部，很多时候只是运气使然而已。我其实要做的是对比机会成本，而不是拿一笔钱，等着“底部”到来，然后买入。我不会给SRG留一笔钱，放到一个账户，专门抄底。我就是持有我现在有的股票，然后不断对比srg和我手里的这些股票而言的风险收益比，可能到某个时刻，我觉得风险收益率很好了，我可能就卖了我现在持有的股票，去买srg了。我经常买完一个股票，很快跌个20%，很正常的，所以很少很少买在底部。市场是很难猜测的，即使看到了srg几个明显的情绪点（sears破产，融资），但是股价很多时候也不是按照我的想法走的。	22	2018-05-14 21:17:08	大隐于市谢强	The best way to smart, is not to be stupid.	海外	城市/地区		91	13357	实名认证		{ "1467202": { "article.id": 1467202, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1518987": { "article.id": 1518987, "article.ts": "2018-05-14 21:14:20", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1518988": { "article.id": 1518988, "article.ts": "2018-05-14 21:14:20", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1467199": { "article.id": 1467199, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1467200": { "article.id": 1467200, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1467201": { "article.id": 1467201, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1518993": { "article.id": 1518993, "article.ts": "2018-05-14 21:14:20", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" } }
1023	5	2018-05-02 05:36:24	1521268927000	抄底本身就是个很投机的动作。我觉得买在底部，本身就是一个只能意淫不能落实的事情。如果真的买到了底部，很多时候只是运气使然而已。我其实要做的是对比机会成本，而不是拿一笔钱，等着“底部”到来，然后买入。我不会给SRG留一笔钱，放到一个账户，专门抄底。我就是持有我现在有的股票，然后不断对比srg和我手里的这些股票而言的风险收益比，可能到某个时刻，我觉得风险收益率很好了，我可能就卖了我现在持有的股票，去买srg了。我经常买完一个股票，很快跌个20%，很正常的，所以很少很少买在底部。市场是很难猜测的，即使看到了srg几个明显的情绪点（sears破产，融资），但是股价很多时候也不是按照我的想法走的。	22	2018-05-14 21:17:08	大隐于市谢强	The best way to smart, is not to be stupid.	海外	城市/地区		91	13357	实名认证		{ "1467202": { "article.id": 1467202, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1518987": { "article.id": 1518987, "article.ts": "2018-05-14 21:14:20", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1518988": { "article.id": 1518988, "article.ts": "2018-05-14 21:14:20", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1467199": { "article.id": 1467199, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1467200": { "article.id": 1467200, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1467201": { "article.id": 1467201, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1518993": { "article.id": 1518993, "article.ts": "2018-05-14 21:14:20", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" } }
6	6	2018-05-02 05:36:24	1520929404000	几乎没有任何的变化，完全是按照预期走的。sears破产，srg受牵连，随后破产后，srg融资，改造地产，股价恢复。另外，这个公司的底线价值绝对是有的，清算价值就是在45美金附近吧，清算价值的8折也就是老巴买的价格。现在西尔斯占比是50%，但是西尔斯在加速破产，所以SRG的地产空置率已经有20%了，刚上市时空置率不足2%吧。目前SRG签约的租金收入是6000万美金左右，但是这些地产要到2018年下半年-2019年上半年大多数才能改造完成。所以改造完成之后，srg一年租金收入大概有1亿美金跟sears毫无关系了。因为srg在2019年之后，还是需要进行地产改造，再出租，所以一定需要资本，资本的来源无外乎就是发行股票或者发行债券。我觉得如果西尔斯在2019年破产了，srg是可能发行股票的来募集资金，改造地产的。所以市场是短期hangover在这里了吧，我觉得很安全的投资啊。最大的问题是可能潜在的回报率不足。所以，有两种可能的方法买入，一种是直接按低的照价格买入，一种是等sears破产，或者srg融资的消息出来后，买入。加拿大的一个资产管理公司EDGEPOINT INVESTMENT GROUP INC，过去一段时间买了srg 13%的股份，他用的就是纯按照价格买入的方法吧。我自己在这个价位上，仓位最多买5%吧，主要是因为我明显看到了一些重大事件，所以我希望在这些重大事件得到解决时，再买入。我自己的买入方法是：要么股价跌的非常离谱了，跌出来一个巨大的upside了，比如到30美金。要不然，在几个重大事件比如sears破产，融资，全部出现的差不多之后，买入。如果sears，直到2020年都没完全破产，那么srg可能现在的价格就是很好的买入价位吧。这是几种不同的可能，可以根据自己的情况，做一些判断就好了。srg这种公司，在我还能找到更有吸引力的投资时，我最多买10%-20%吧。我觉得upside是8年5-7倍吧。决定5倍还是7倍，是最终的利率。非常好估值，4000万平方英尺的商业地产，租金8年后是19-20美金，所以租金收入7.6亿-8亿美金，cap rate按照6%-8%计算，估值是在100亿-126亿美金，市值20亿美金。最大的风险是，如果遭到稀释，年化回报率可能会下降不少。	22	2018-05-14 21:17:08	大隐于市谢强	The best way to smart, is not to be stupid.	海外	城市/地区		91	13357	实名认证		{ "1467202": { "article.id": 1467202, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1518987": { "article.id": 1518987, "article.ts": "2018-05-14 21:14:20", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1518988": { "article.id": 1518988, "article.ts": "2018-05-14 21:14:20", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1467199": { "article.id": 1467199, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1467200": { "article.id": 1467200, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1467201": { "article.id": 1467201, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1518993": { "article.id": 1518993, "article.ts": "2018-05-14 21:14:20", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" } }
1024	6	2018-05-02 05:36:24	1520929404000	几乎没有任何的变化，完全是按照预期走的。sears破产，srg受牵连，随后破产后，srg融资，改造地产，股价恢复。另外，这个公司的底线价值绝对是有的，清算价值就是在45美金附近吧，清算价值的8折也就是老巴买的价格。现在西尔斯占比是50%，但是西尔斯在加速破产，所以SRG的地产空置率已经有20%了，刚上市时空置率不足2%吧。目前SRG签约的租金收入是6000万美金左右，但是这些地产要到2018年下半年-2019年上半年大多数才能改造完成。所以改造完成之后，srg一年租金收入大概有1亿美金跟sears毫无关系了。因为srg在2019年之后，还是需要进行地产改造，再出租，所以一定需要资本，资本的来源无外乎就是发行股票或者发行债券。我觉得如果西尔斯在2019年破产了，srg是可能发行股票的来募集资金，改造地产的。所以市场是短期hangover在这里了吧，我觉得很安全的投资啊。最大的问题是可能潜在的回报率不足。所以，有两种可能的方法买入，一种是直接按低的照价格买入，一种是等sears破产，或者srg融资的消息出来后，买入。加拿大的一个资产管理公司EDGEPOINT INVESTMENT GROUP INC，过去一段时间买了srg 13%的股份，他用的就是纯按照价格买入的方法吧。我自己在这个价位上，仓位最多买5%吧，主要是因为我明显看到了一些重大事件，所以我希望在这些重大事件得到解决时，再买入。我自己的买入方法是：要么股价跌的非常离谱了，跌出来一个巨大的upside了，比如到30美金。要不然，在几个重大事件比如sears破产，融资，全部出现的差不多之后，买入。如果sears，直到2020年都没完全破产，那么srg可能现在的价格就是很好的买入价位吧。这是几种不同的可能，可以根据自己的情况，做一些判断就好了。srg这种公司，在我还能找到更有吸引力的投资时，我最多买10%-20%吧。我觉得upside是8年5-7倍吧。决定5倍还是7倍，是最终的利率。非常好估值，4000万平方英尺的商业地产，租金8年后是19-20美金，所以租金收入7.6亿-8亿美金，cap rate按照6%-8%计算，估值是在100亿-126亿美金，市值20亿美金。最大的风险是，如果遭到稀释，年化回报率可能会下降不少。	22	2018-05-14 21:17:08	大隐于市谢强	The best way to smart, is not to be stupid.	海外	城市/地区		91	13357	实名认证		{ "1467202": { "article.id": 1467202, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1518987": { "article.id": 1518987, "article.ts": "2018-05-14 21:14:20", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1518988": { "article.id": 1518988, "article.ts": "2018-05-14 21:14:20", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1467199": { "article.id": 1467199, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1467200": { "article.id": 1467200, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1467201": { "article.id": 1467201, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1518993": { "article.id": 1518993, "article.ts": "2018-05-14 21:14:20", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" } }
7	7	2018-05-02 05:36:24	1524708546000	私信里已经回答过了～	22	2018-05-14 21:17:08	大隐于市谢强	The best way to smart, is not to be stupid.	海外	城市/地区		91	13357	实名认证		{ "1467202": { "article.id": 1467202, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1518987": { "article.id": 1518987, "article.ts": "2018-05-14 21:14:20", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1518988": { "article.id": 1518988, "article.ts": "2018-05-14 21:14:20", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1467199": { "article.id": 1467199, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1467200": { "article.id": 1467200, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1467201": { "article.id": 1467201, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1518993": { "article.id": 1518993, "article.ts": "2018-05-14 21:14:20", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" } }
31	7	2018-05-02 05:36:24	1524708546000	私信里已经回答过了～	22	2018-05-14 21:17:08	大隐于市谢强	The best way to smart, is not to be stupid.	海外	城市/地区		91	13357	实名认证		{ "1467202": { "article.id": 1467202, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1518987": { "article.id": 1518987, "article.ts": "2018-05-14 21:14:20", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1518988": { "article.id": 1518988, "article.ts": "2018-05-14 21:14:20", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1467199": { "article.id": 1467199, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1467200": { "article.id": 1467200, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1467201": { "article.id": 1467201, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1518993": { "article.id": 1518993, "article.ts": "2018-05-14 21:14:20", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" } }
8	8	2018-05-02 05:36:24	1524626893000	电话会议里费用上升的主要原因。主要是两块费用上升很快：TAC和other Cost of revenue，我没记错的话，分别上升35%和39%。other Cost of revenue（销售成本）上升主要是因为投数据中心的费用，加上youtube的内容获取成本在上升。运营费用整体上升了27%，主要是因为云计算的广告开支，以及研发费用上升。另外一个数字是资本开支这个q是72亿美金（有24亿美金是收购Chelsea Market building），即使剔除掉这个24亿美金，资本开支主要是因为数据中心和youtube的投资（电话会议里提到了）。我觉得长期逻辑没什么问题，核心竞争力还是非常强的，只是公司到了投资周期。	22	2018-05-14 21:17:08	大隐于市谢强	The best way to smart, is not to be stupid.	海外	城市/地区		91	13357	实名认证		{ "1467202": { "article.id": 1467202, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1518987": { "article.id": 1518987, "article.ts": "2018-05-14 21:14:20", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1518988": { "article.id": 1518988, "article.ts": "2018-05-14 21:14:20", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1467199": { "article.id": 1467199, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1467200": { "article.id": 1467200, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1467201": { "article.id": 1467201, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1518993": { "article.id": 1518993, "article.ts": "2018-05-14 21:14:20", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" } }
32	8	2018-05-02 05:36:24	1524626893000	电话会议里费用上升的主要原因。主要是两块费用上升很快：TAC和other Cost of revenue，我没记错的话，分别上升35%和39%。other Cost of revenue（销售成本）上升主要是因为投数据中心的费用，加上youtube的内容获取成本在上升。运营费用整体上升了27%，主要是因为云计算的广告开支，以及研发费用上升。另外一个数字是资本开支这个q是72亿美金（有24亿美金是收购Chelsea Market building），即使剔除掉这个24亿美金，资本开支主要是因为数据中心和youtube的投资（电话会议里提到了）。我觉得长期逻辑没什么问题，核心竞争力还是非常强的，只是公司到了投资周期。	22	2018-05-14 21:17:08	大隐于市谢强	The best way to smart, is not to be stupid.	海外	城市/地区		91	13357	实名认证		{ "1467202": { "article.id": 1467202, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1518987": { "article.id": 1518987, "article.ts": "2018-05-14 21:14:20", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1518988": { "article.id": 1518988, "article.ts": "2018-05-14 21:14:20", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1467199": { "article.id": 1467199, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1467200": { "article.id": 1467200, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1467201": { "article.id": 1467201, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1518993": { "article.id": 1518993, "article.ts": "2018-05-14 21:14:20", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" } }
9	9	2018-05-02 05:36:24	1521285314000	留个邮箱，我可以发一些clns的买方报告给你，但是我自己对它不太了解，业务有点复杂。	22	2018-05-14 21:17:08	大隐于市谢强	The best way to smart, is not to be stupid.	海外	城市/地区		91	13357	实名认证		{ "1467202": { "article.id": 1467202, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1518987": { "article.id": 1518987, "article.ts": "2018-05-14 21:14:20", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1518988": { "article.id": 1518988, "article.ts": "2018-05-14 21:14:20", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1467199": { "article.id": 1467199, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1467200": { "article.id": 1467200, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1467201": { "article.id": 1467201, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1518993": { "article.id": 1518993, "article.ts": "2018-05-14 21:14:20", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" } }
33	9	2018-05-02 05:36:24	1521285314000	留个邮箱，我可以发一些clns的买方报告给你，但是我自己对它不太了解，业务有点复杂。	22	2018-05-14 21:17:08	大隐于市谢强	The best way to smart, is not to be stupid.	海外	城市/地区		91	13357	实名认证		{ "1467202": { "article.id": 1467202, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1518987": { "article.id": 1518987, "article.ts": "2018-05-14 21:14:20", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1518988": { "article.id": 1518988, "article.ts": "2018-05-14 21:14:20", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1467199": { "article.id": 1467199, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1467200": { "article.id": 1467200, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1467201": { "article.id": 1467201, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1518993": { "article.id": 1518993, "article.ts": "2018-05-14 21:14:20", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" } }
10	10	2018-05-02 05:36:24	1520929617000	看一看cfa一级二级的原版教材吧。netflix估值高低，这个就是仁者见仁智者见智的问题。用PE来看肯定是贵到发指了。但是美国的买方有自己的逻辑，认为netflix可以提价，同时现在的利润被扭曲了，因为大量的内容购买和生产成本被当年费用化了。	22	2018-05-14 21:17:08	大隐于市谢强	The best way to smart, is not to be stupid.	海外	城市/地区		91	13357	实名认证		{ "1467202": { "article.id": 1467202, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1518987": { "article.id": 1518987, "article.ts": "2018-05-14 21:14:20", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1518988": { "article.id": 1518988, "article.ts": "2018-05-14 21:14:20", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1467199": { "article.id": 1467199, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1467200": { "article.id": 1467200, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1467201": { "article.id": 1467201, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1518993": { "article.id": 1518993, "article.ts": "2018-05-14 21:14:20", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" } }
1029	10	2018-05-02 05:36:24	1520929617000	看一看cfa一级二级的原版教材吧。netflix估值高低，这个就是仁者见仁智者见智的问题。用PE来看肯定是贵到发指了。但是美国的买方有自己的逻辑，认为netflix可以提价，同时现在的利润被扭曲了，因为大量的内容购买和生产成本被当年费用化了。	22	2018-05-14 21:17:08	大隐于市谢强	The best way to smart, is not to be stupid.	海外	城市/地区		91	13357	实名认证		{ "1467202": { "article.id": 1467202, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1518987": { "article.id": 1518987, "article.ts": "2018-05-14 21:14:20", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1518988": { "article.id": 1518988, "article.ts": "2018-05-14 21:14:20", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1467199": { "article.id": 1467199, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1467200": { "article.id": 1467200, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1467201": { "article.id": 1467201, "article.ts": "2018-05-13 09:16:44", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1518993": { "article.id": 1518993, "article.ts": "2018-05-14 21:14:20", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" } }
11	11	2018-05-02 05:36:38	1515166398000	谢谢你的祝福，红包不能收。共勉，加油！	24	2018-05-14 21:42:52	德米安	凡心所向,素履所往,生如逆旅,一苇以航。	海外	其他		62	6984			{ "1467225": { "article.id": 1467225, "article.ts": "2018-05-13 09:17:05", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" } }
35	11	2018-05-02 05:36:38	1515166398000	谢谢你的祝福，红包不能收。共勉，加油！	24	2018-05-14 21:42:52	德米安	凡心所向,素履所往,生如逆旅,一苇以航。	海外	其他		62	6984			{ "1467225": { "article.id": 1467225, "article.ts": "2018-05-13 09:17:05", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" } }
12	12	2018-05-02 05:37:58	1524752714000	需要打开ib专用的tws软件操作。有专门的外汇操作界面，卖空欧元，买入港币。软件在ib官网可以下载，中文界面。具体流程，可以看	32	2018-05-15 04:55:45	非典型伪价值投机	数学博士。卡欧斯系列基金的幕后黑手。	广东	城市/地区		513	41242			{ "1559402": { "article.id": 1559402, "article.ts": "2018-05-15 04:33:53", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" } }
1085	12	2018-05-02 05:37:58	1524752714000	需要打开ib专用的tws软件操作。有专门的外汇操作界面，卖空欧元，买入港币。软件在ib官网可以下载，中文界面。具体流程，可以看	32	2018-05-15 04:55:45	非典型伪价值投机	数学博士。卡欧斯系列基金的幕后黑手。	广东	城市/地区		513	41242			{ "1559402": { "article.id": 1559402, "article.ts": "2018-05-15 04:33:53", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" } }
13	13	2018-05-02 05:38:13	1525003538000	反身性理论在股市当然也成立，上市公司估值高低反过来能影响公司价值。同一个行业的两家公司，曾经势均力敌，一家选择了在美国上市（遇上中概股低迷），一家在A股上市（碰上创业板牛市），因此提供资本市场融资扩张、收购的能力大相径庭，现在两者已经不是一个量级。很多做定增的大户其实就是通过反身性理论来赚的钱。至于《金融炼金术》这本书，应该是典型的学霸总结经验：学霸因为聪明所以成绩好，但是他总结说是因为自己学习有章法劳逸结合，你没法否定他的主张，但是也没有什么借鉴的地方。索罗斯低估了自己的投资天赋，高估了自己的哲学造诣。	34	2018-05-15 07:15:02	坚信价值	熟悉中概私有化套利、海外基金资产配置	海外	城市/地区		5042	131361			{ "1564103": { "article.id": 1564103, "article.ts": "2018-05-15 05:26:04", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1564102": { "article.id": 1564102, "article.ts": "2018-05-15 05:26:04", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" } }
1095	13	2018-05-02 05:38:13	1525003538000	反身性理论在股市当然也成立，上市公司估值高低反过来能影响公司价值。同一个行业的两家公司，曾经势均力敌，一家选择了在美国上市（遇上中概股低迷），一家在A股上市（碰上创业板牛市），因此提供资本市场融资扩张、收购的能力大相径庭，现在两者已经不是一个量级。很多做定增的大户其实就是通过反身性理论来赚的钱。至于《金融炼金术》这本书，应该是典型的学霸总结经验：学霸因为聪明所以成绩好，但是他总结说是因为自己学习有章法劳逸结合，你没法否定他的主张，但是也没有什么借鉴的地方。索罗斯低估了自己的投资天赋，高估了自己的哲学造诣。	34	2018-05-15 07:15:02	坚信价值	熟悉中概私有化套利、海外基金资产配置	海外	城市/地区		5042	131361			{ "1564103": { "article.id": 1564103, "article.ts": "2018-05-15 05:26:04", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1564102": { "article.id": 1564102, "article.ts": "2018-05-15 05:26:04", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" } }
14	14	2018-05-02 05:38:13	1525004227000	你这个观察应该不准确。断供把房子甩给银行的人，通常没有能力再去市场上买一套，这个处境与被券商强平的股民是一样的。银行也并不愿意接受房奴断供的房子，也是一样希望尽早拍卖掉，只是房子卖出去一般需要一定时间，所以会砸在手里一段时间。券商并不是“害怕”接手股票，而是因为平仓卖掉通常是最好的解决方法。碰上难卖掉的股票，券商一样会接到手里，比如	34	2018-05-15 07:15:02	坚信价值	熟悉中概私有化套利、海外基金资产配置	海外	城市/地区		5042	131361			{ "1564103": { "article.id": 1564103, "article.ts": "2018-05-15 05:26:04", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1564102": { "article.id": 1564102, "article.ts": "2018-05-15 05:26:04", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" } }
1094	14	2018-05-02 05:38:13	1525004227000	你这个观察应该不准确。断供把房子甩给银行的人，通常没有能力再去市场上买一套，这个处境与被券商强平的股民是一样的。银行也并不愿意接受房奴断供的房子，也是一样希望尽早拍卖掉，只是房子卖出去一般需要一定时间，所以会砸在手里一段时间。券商并不是“害怕”接手股票，而是因为平仓卖掉通常是最好的解决方法。碰上难卖掉的股票，券商一样会接到手里，比如	34	2018-05-15 07:15:02	坚信价值	熟悉中概私有化套利、海外基金资产配置	海外	城市/地区		5042	131361			{ "1564103": { "article.id": 1564103, "article.ts": "2018-05-15 05:26:04", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" }, "1564102": { "article.id": 1564102, "article.ts": "2018-05-15 05:26:04", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" } }
15	15	2018-05-02 05:38:28	1522681281000	因为规模和流动性的原因，信而富我们研究得不多。总体而言，短期内看空；中长期期暂时偏中性，需要进一步跟踪。分析XRF需要注意的是：1.这家公司在IPO前后业务结构有较大调整，从单笔平均人民币7.89万元、期限20个月的生活类贷款向单笔约人民币682元、期限1个月以内的消费信贷（现金贷属性）倾斜，经营指标和财务数据受到业务转型的扭曲，其内在连续性和参考价值变低；2.相对宜人贷、拍拍贷、趣店，XRF披露的数据并不那么直观、清晰和充分，比如其披露的复借率就跟行业通常意义上的复借率区别很大，类似情况在部分指标上也存在，研究时需要特别注意。	35	2018-05-15 07:34:51	Mono	北京艾美谷投资管理有限公司研究员	北京	朝阳区		643	44400			{ "1576232": { "article.id": 1576232, "article.ts": "2018-05-15 07:15:02", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" } }
1317	15	2018-05-02 05:38:28	1522681281000	因为规模和流动性的原因，信而富我们研究得不多。总体而言，短期内看空；中长期期暂时偏中性，需要进一步跟踪。分析XRF需要注意的是：1.这家公司在IPO前后业务结构有较大调整，从单笔平均人民币7.89万元、期限20个月的生活类贷款向单笔约人民币682元、期限1个月以内的消费信贷（现金贷属性）倾斜，经营指标和财务数据受到业务转型的扭曲，其内在连续性和参考价值变低；2.相对宜人贷、拍拍贷、趣店，XRF披露的数据并不那么直观、清晰和充分，比如其披露的复借率就跟行业通常意义上的复借率区别很大，类似情况在部分指标上也存在，研究时需要特别注意。	35	2018-05-15 07:34:51	Mono	北京艾美谷投资管理有限公司研究员	北京	朝阳区		643	44400			{ "1576232": { "article.id": 1576232, "article.ts": "2018-05-15 07:15:02", "article.article_title": "", "article.content": "", "article.create_timestample": "", "article.retweet_count": "", "article.reply_count": "", "article.praise_count": "", "article.create_time": "", "article.update_time": "" } }
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