綠光的 David Einhorn Q3 股東信出來示警說泡泡要爆了,以下是他的看法:
• an IPO mania;
IPO 狂潮
-我有同樣的擔憂
• extraordinary valuations and new metrics for valuation;
出現新的估值指標和非尋常的估值。
-這邊應該是市場共識,但估值高也是有 QE 和降息的背景支撐
• a huge market concentration in a single sector and a few stocks;
巨大的交易聚焦於單一族群和少數個股
-我想她是在說科技股
• a second tier of stocks that most people haven’t heard of at S&P 500-type market capitalizations;
沒人聽過的二線仔們擠身 S&P 500 等級的市值
-不確定他指誰,這部分每個人心裡都會有對應的答案
• the more fanciful and distant the narrative, it seems the better the stock performs;
新潮和距離感越明顯的個股表現都比較好
-在講本夢比的類股吧,我認同若沒有明確的產品,估值卻很高那就有問題,這邊看個人標準落在 1-10B
• outperformance of companies suspected of fraud based on the consensus belief that there is no enforcement risk, without which crime pays;
表現優異的公司具有詐欺的嫌疑,卻不用付出代價
-這是在說 NKLA?
• outsized reaction to economically irrelevant stock splits;
與基本面無關的股票分割卻有過大的反應
-這邊應該在講 AAPL 和 TSLA 拆股後劇烈震盪
• increased participation of retail investors, who appear focused on the bestperforming names;
散戶數量增加,且都聚焦在漲勢很好的個股
-這很多人都在聊
• incredible trading volumes in speculative instruments like weekly call options and worthless common stock; and a parabolic ascent toward a top.
投機的交易量增加,像是選擇權和一些不值錢的普通股拋物線往頂部衝
-ㄟ...軟銀 4ni?
Einhorn 也分享了一段很爆笑的故事:We recently received a job
application with the email subject, “I am young, but good at investments” from a 13-year old who purports to have quadrupled his money since February.
我們最近收到了一封求職信,主旨為:我年輕但很會投資。這封信來自一位 13 歲小孩自稱從 2 月以來資產已經翻了 4 倍。
---
現在好像每天都有人會出來喊空,但股災後那批所謂的「大媽、散戶」至今隨便賣,要輾過對沖基金平均績效是滿容易的,就看要不要見好就收囉。
註:David Einhorn 是有名的特斯拉空頭,馬斯克曾經氣到寄一箱短褲過去挑釁。
job application email subject 在 我要做股神 Facebook 的精選貼文
想加入我要做富翁團隊?👥 機會嚟啦!如果你對投資有熱誠🔥,請連同履歷以及期望薪酬電郵畀我哋。有關職位空缺資訊:
聯絡我們:
電郵: hr@money-tab.com
Whatsapp: (+852)9798 3137
🖋️
Job Description
- Work closely with video editors or graphic designers to develop engaging contents for various marketing channels including Website and social media platforms.
- Project management for video and live programs.
- Monitor and analyze effectiveness of content.
Requirements
- Associate Degree/ Degree holder with major in Journalism, Arts, Communications, Marketing, or related discipline
- Excellent copywriting skills in Chinese
-Innovative and self-motivated
- Familiar with CMS and social media platforms
- Analytical mind able to dig out unique insights from data
- Have video production experience is preferred
Graduate from our investment course is highly preferred
Others
- 5days work
- Fun and energetic environment
- Free to access our investment courses
⚙️
Job Description
- To assist in daily data entry
- To assist in the customer service work for CS department
- Handle routine/daily operation duties
- Have patience and show good customer service to clients
- Keep track and ensure datas are up-to-date and organize
- Assist in report preparation
- Document handling (e.g. sorting, filing etc)
- Good communication with internal and external parties
- Occasionally perform shift work
- Assist in other ad-hoc task
- Positive, have sense of responsibility and have good team spirit
- Report to Marketing and Operation Director
- We are looking for an Operation Executive having skills required to support a variety of daily operation tasks of our businesses.
Requirements
- F.5 or above
- At least 1 year working experience
- Proficient in MS office, including Excel and Word
- Working day: 5 days, shift work (09:30-18:30 or 13:30-22:30)
- Self-motivated, confident and be able to work under pressure
- Able to work independently, with high efficiency
💻
Job Description
- Provide design support in developing and executing promotional materials
- Strong in design, layout presentation, and typography, photo retouching, with both excellent conceptual and execution skills.
- Able to work under pressure, meet tight deadlines and not afraid of changes
- Independent, solution provider, maintain excellent communication skills with different parties.
- Passionate about design, provide creative ideas and executions to new project
- Handle administrative tasks, internal document updates and expect ad-hoc projects
- Assist on content creation including photo shooting
- Self-motivated, responsible, attention to details, seek for best result
- Never assume, ask whenever in doubt
- Positive and have good team spirit
- Report to Marketing Manager
Requirements
- Degree or Diploma in graphic design or related subject.
- At least 3 years of solid working experience in graphic design or advertising. Experience in Graphic design/ Social Media /Web Design with a demonstrated portfolio is preferred.
- Strong communication skills
- Mac and PC compatible
- Knowledge of relevant design tools specifically Photoshop, Illustrator, InDesign, basic video editing & Powerpoint
- Conceptual thinking, good art sense & graphic skills, passionate, creative and energetic
- Able to multi-task under tight deadlines
- Have basic knowledge in Finance is a plus, our student will be preferred
- Good command of spoken Cantonese and English
Interested parties please send your full resume with salary expected to our company email to hr@money-tab.com for application
job application email subject 在 我要做股神 Facebook 的最佳解答
為填補需求,我們現在展開新職位招聘。如果你對投資有熱誠、有職位相關經驗,請連同履歷以及期望薪酬電郵給我們。有關職位空缺請看以下資訊:
聯絡我們:
電郵: hr@money-tab.com
Whatsapp: (+852)9798 3137
Content Assistant
1. 一般文書工作
2. 研究數據整理及記錄
3. 管理網上平台及群組
學歷:中6或以上
首選:畢業生、對技資有熱誠、責任心
Graphic Designer
Job Description
- Provide design support in developing and executing promotional materials
- Strong in design, layout presentation, and typography, photo retouching, with both excellent conceptual and execution skills.
- Able to work under pressure, meet tight deadlines and not afraid of changes
- Independent, solution provider, maintain excellent communication skills with different parties.
- Passionate about design, provide creative ideas and executions to new project
- Handle administrative tasks, internal document updates and expect ad-hoc projects
- Assist on content creation including photo shooting
Self-motivated, responsible, attention to details, seek for best result
- Never assume, ask whenever in doubt
- Positive and have good team spirit
- Report to Marketing Manager
Requirements
- Degree or Diploma in graphic design or related subject
- At least 3 years of solid working experience in graphic design or advertising. Experience in Graphic design/ Social Media /Web Design with a demonstrated portfolio is preferred
- Strong communication skills
- Mac and PC compatible
- Knowledge of relevant design tools specifically Photoshop, Illustrator, InDesign, basic video editing & Powerpoint
- Conceptual thinking, good art sense & graphic skills, passionate, creative and energetic
- Able to multi-task under tight deadlines
- Have basic knowledge in Finance is a plus, our student will be preferred
- Good command of spoken English and Cantonese
Interested parties please send your CV, portfolio with salary expected to our company email for application.
job application email subject 在 How To Write a Subject Line for a Job Application | Indeed.com 的相關結果
If you're emailing a job application, your subject line should make it easy for employers to find. · Include your full name, the job title and ID ... ... <看更多>
job application email subject 在 Email Subject Lines for Resume & Job Application (+Examples) 的相關結果
Email Subject Lines for Resume & Job Applications (+Examples) ; The reason for your email. Position title. Position location (if provided) ; Reason for your email. ... <看更多>
job application email subject 在 Email Subject Lines for Job Applications and Resumes - The ... 的相關結果
Include the job title. In an email applying for a job, use the job title as the subject line, so the employer knows what position you are ... ... <看更多>