ChatMrLee | Substack
ChatMrLee
90後｜10幾年前心理學畢業｜FIRE信奉者
主力寫美股財報、閱讀分享、心理學概念
間中寫時事、生活觀察
⭐️相信人生係可以由不同良好習慣互相強化而改善
Launched 9 months ago
ChatMrLee
Latest post
1d
諮詢霸主ACN AI 時代求生策略 (ACN 26Q3)
無啦啦爆升，完全不知點解
有興趣可以重溫！
利申：無貨 🤣
美股地板大王Floor & Decor
呢排市況有點Chok
一個克服心理不安的方法係由未來的自己檢視今日的決定
如果對自己基於分析的決策能力有信心，其實唔使擔心太多
可能呢一刻陷入焦慮、不安、懷疑
但問下十年後自己很可能會點睇今日決定，好大部分的擔憂都可能煙消雲散
ChatMrLee restacked
Stocks Near 52 Week Lows:
- MercadoLibre $MELI - $1,600
- Meta $META - $580
- Mastercard $MA - $490
- S&P Global $SPGI - $410
- Microsoft $MSFT - $380
See more
ChatMrLee restacked
Accenture ($ACN) is down 15% after earnings.
I recently took a closer look at the business, the current AI risk, and whether I I think if Accenture is still good long term investment.
好多人可能受財經報導影響以為計估值(valuation) 係計目標價，其實唔係
即使唔係咁嚴謹的計算，股票估值合理的做法係估值範圍，而唔係釘住一個價位
不同價格其實反映按照目前業績公司日後會有幾多的成長
呢個成長(g)的估算已經可以按照個人判斷而有差異，慶幸而家資訊比以前透過不少財經網站都有預估盈收，但都係有range的
然之後，每個投資者又會因為自己的風險取向、對公司的信心程度，有折現率(r)的高低
簡單估值常用的Gordon growth formula:
ChatMrLee restacked
Li Lu on the 3 lessons he learned from Warren Buffett that changed his life
ChatMrLee restacked
Amazon ($AMZN) is reportedly exploring a plan to sell its custom AI chips (ASICs) directly to other companies, allowing them to deploy the chips inside their own data centers.
Amazon says Trainium 2/3 is already being used by Uber, OpenAI, and Anthropic, helping drive more than $225B in revenue commitments, with capacity still largely sold out.
能量飲品三哥CELH 26 Q1 小更新
ChatMrLee restacked
The fastest way to change your life is to rip yourself out of your (physical and digital) environment. Change everything overnight. The places you go, the accounts you follow, the info you consume, etc. It's difficult but it absolutely works.
ChatMrLee restacked
I always think of Charlie Munger when I see this
初學者之心源自佛教概念，強調人做咩都好，都應該要像未認識、未學習時的心態（保持開放心靈、好奇心）
當一個人因為成功經驗而自滿，就會失去探索其他成功之道的動力，甚至有可能未能與時並進而失敗
相反，保持初學者之心可以打破自身經驗的局限。現實生活入面競爭激烈、瞬息萬變，故有的做法可能已經唔再work
進入「無我」的境界，不斷打破自己的身分、以前嘅想法，保持思維靈活，學李小龍講Be Water先至會遊刃有餘，唔會俾以前嘅自己限制未來嘅自己