用一句话概括,就是:『扎实基础,立足行业,投资未来』。
1.扎实基础,包括投资学、经济学等学科;
2.立足行业,学习行业法律法规、关注监管;
3.投资未来,修炼宏观数据分析、财务报表分析和基金投资等技能,建立投资理念和框架。
本人软件工程科班出身,15年面试腾讯不通过,后进入证券公司,当时不知证券公司是干什么的。有天碰到面试腾讯时的面试官,意外发现我们还是成为了同事。
虽已在金融行业工作多年,但感觉自己还是外行人。然而这个行业,业务和技术同样重要。
同时意识到投资理财对普通人的重要性,日渐对金融行业感兴趣,于是开启金融知识学习分享项目。
项目中,会放一些看过的投资入门书籍、普及金融理念的好文章,帮助初学者消除对金融知识恐惧。当然也会放一些进阶的投资技能学习资料,包括宏观数据分析、财务报表分析、基金投资等。这些技能,本人也在修炼中。
- 一颗脑袋
- 一个ipad(加Apple Pencil)
- MarginNote3、
- 微信读书
- Obsidian
- Zlibrary
- ChatGPT
- 跑步、游泳、健身
- Quantitative Methods
- Economics
- Financial Statement Analysis
- Corporate Issuers
- Equity Valuation
- Fixed Income
- Derivatives
- Alternative Investments
- Portfolio Management
- Ethical and Professional Standards
- bid-price
- offer-price
- bid-offer-equation
- buy-c-sell-a-cross-rate
- sell-c-buy-a-cross-rate
- trangle-arbitrage
- dealer-bid-constraints
- dealer-ask-constraints
- calculationg-forward-premium
- professional-forward-exchange-rate-quoted
- covered-interest-rate-parity
- explain-two-alternative-forward-investment
- when-domestic-currency-trade-at-forward-premium
- offset-of-higer-foreign-insterest-rate
- if-foreign-currency-trade-at-forward-premium
- calculate-market-to-market-value-of-forward-contract
- affect-bid-offer-spread-for-forward-points)
- covered-rate-parity-hold-assuming
- uncovered-rate-parity-transact-assuming
- uncovered-rate-parity-investor-choise
- how-uncovered-rate-parity-investor-choise)
- simple-calculate-uncovered-rate-parity-foreign-investment-return)
- uncovered-rate-parity-risk-neutral-assuming
- relationship-between-foreign-yield-spread-and-domestic-currency-strength)
- uncovered-rate-parity-and-shift-capital
- explain-foreign-rate-is-unbiased-forwad-spot-rate
- how-might-uncovered-rate-parity-be-enforced
- absolute-ppp
- absolute-ppp-assuming
- relative-ppp
- offset-higher-inflation
- ex-ante-ppp
- explain-real-interest-rate-parity
- explain-international-fisher-effect
- international-fisher-effect-assuming
- expected-percentage-change-in-the-spot-exchange-rate
- uncovered-rate-parity-and-carry-trade
- explain-carry-trade-return
- country-balance-payments-consists
- flow-supply-demand-channel-simple-model
- flow-supply-demand-channel-in-long-run
- portfolio-balance-channel
- debt-sustainability-channel-model
- relationship-between-debt-level-and-long-run-currency-equilibrium-value)
- how-capital-account-influence-exchange-rate
- equity-market-trends-and-exchange-rate
- purpose-of-mundell-fleming-model
- focus-of-mundell-fleming-model
- expansionary-monetary-policy-of-mundell-fleming-model
- expansionary-fiscal-policy-of-mundell-fleming-model
- expansionary-fiscal-policy-and-immobile-capital
- restrictive-monetary-policy-and-expansionary-fiscal-policy-in-high-mobility
- expansionary-monetary-policy-and-restrictive-fiscal-policy-in-high-mobility
- expansionary-fiscal-and-monetary-and-immobile-capital
- restrictive-fiscal-and-monetary-and-immobile-capital
- focus-of-monetary-model-of-exchange-rate-determination
- explain-monetary-model-of-exchange-rate
- modified-monetary-model-of-exchange-rate
- portfolio-balance-approach-of-exchange-rate
- capital-inflows-pull-factors
- capital-inflows-push-factors
- objectives-of-government-intervention
- effectiveness-of-intervention-and-capital-controls
- warning-signs-of-a-currency-crisis-1
- warning-signs-of-a-currency-crisis-2
- warning-signs-of-a-currency-crisis-3
- free-cash-flow-to-firm
- free-cash-flow-to-equity
- why-EBITDA-not-fcf
- why-fcf-is-challenging
- when-use-fcfe
- when-use-fcff
- firm-value
- equity-value
- wacc
- constant-growth-fcff
- computing-fcff-from-netincome
- computing-fcff-from-statement-of-cashflows
- additional-consideration-fcff
- finding-fcff-and-fcfe-from-EBIT-or-EBITDA
- fcff-and-fcee-on-a-uses-of-free-cash-flow-basis
- forcasting-fcff-and-fcfe
- discrepancies-between-blance-sheet-account-and-cfo
- dividends-and-other-earnings-absent-from-formulas
- leverage-affect-fcff-and-fcfe
- fcff-valution-with-preferred-stock
- international-applications-of-single-stage-model
- sensitivity-analysis-of-fcff-and-fcfe-values
- two-stage-fcf-models
- three-stage-free-cash-flow-models
- non-oprating-assets-and-firm-value
- introduction-to-market-based-valuation
- method-of-comparables
- method-based-on-forecasted-fundamentals
- justified-price-multiple
- rationals-supoort-PE-multiples
- drawbacks-of-using-PE
- alternative-definitions-of-PE
- calculating-trailing-PE
- calculating-forward-PE
- predicted-PE-based-on-cross-sectional-regression
- using-PE-in-valuation
- peer-company-multiples
- PEG-ratio
- industry-and-sector-multiples
- overall-market-multiples
- own-historical-PE
- PE-in-cross-country-comparisons
- using-PE-obtain-terminal-value-in-MDCM
- introduce-to-PB
- differences-in-business-model-reflected-in-differences-in-PB
- determining-book-value
- valuation-based-on-forecasted-fundamentals
- PB-comparables-approach
- introduce-to-PS
- determing-sales
- ps-valuation-based-on-forecasted-fundamentals
- ps-valuation-based-on-comparables
- 人生之真相
- 人生之目的
- 活动与欲
- 情感与活动
- "和"的目的
- 性善与性恶
- 理智之地位
- 诗的人生功用
- 宗教的人生功用
- 内有的好
- 手段的好
- 人生的痛苦
- 大部分都可认为有内有的好
- 认真游戏
- 计划之为
- 枯燥的功利主义
- 爱与长生
- **人的三不朽
- 自然观念背后的宗教含义
- 自然发展作为教育目的
- 人为造作
- 数和人之间的关系
- 遵从自然的观念背景
- 取得社会效率的途径
- 公民效率的实际效果
- 公民效率作为教育目的的重要性
- 社会效率的具体体现
- 社会效率的广义定义
- 同情心的多重含义
- 怎么衡量效率
- 精神文化
- 理解效率和文化等同的基础
- 教育的特殊任务
阅读理由:来自中金公司首席经济学家彭文生的著作,从宏观经济分析框架,谈起对国内经济各关键要素的分析,基本把握两大主流分析框架,古典经济学和凯恩斯主义。
阅读理由:构建经济学基础概念。
阅读理由: 对公司机制进行体系理解,有助于深入理解资本市场。
阅读理由:GDP是一个非常年轻的概念。看起来是简单的数字,背后很复杂。了解GDP背后的历史,有助于我们了解一些本质的东西。
普通的浏览只是单向阅读。可以在阅读一个章节之前,想想换做自己会怎么写,再去阅读,效果会更佳。
推荐理由:2021 年共同富裕重新成为时代主题,那么共同富裕背后的财富逻辑是什么?著名经济学家陈志武教授在书中向你慢慢阐明。
你还可以从中体会到金融市场对做大蛋糕的重要性、制度的重要性等,重塑你对金融底层操作系统的认识。