Tuesday, 25 July 2017

买5问; 卖6问

买,5问
1)有成长? (EPS, Revenue grow > 5% over last 3 years)
2) 有股息? (>5% per year)
3)管理层可靠?(Delivery what he promised?)
4)价格合理?(< 15 PE, 52 weeks low)
5)行业好?(面对经济,改革挑战?)

卖,6问
1)成长跌?(EPS, Revenue < 2% grow/ negative growth)
2)股息跌?(EPS < 2%)
3)管理层变?(change of key mgt)
4)价格不合理?(> 30 PE, 52 weeks high)
5)行业变坏?
6)有更好的选择?

Monday, 26 June 2017

读:The Third Wave: An Entrepreneur's Vision of the Future

六月二十二号,星期四
碰巧在图书馆借到这本书

作者是Steve Case,co-founder of America Online (AOL)
在书中,他提到自己打工,创立AOL,上市, 与Time Warner合并的过程与挑战
也诉说了Third Wave,3 Ps 和 impact investing等等
四天内读完,充实的长周末

应该有十年没在这么短时间读完一本书
读完这本书,感觉良好
下一本书,七月读。

Steve Case:
First Wave (1985-1999): Building the infrastructure and foundation for an online world. Cisco Systems, Microsoft, Apple, IBM, AOL etc.

Second Wave (20000-2015): App economy and mobile revolution. Google, Amazon, eBay, Facebook

Third Wave (2016 - ): Internet will be fully integrated into every part of our lives - how we learn (transforming education), how we heal (a healthy healthcare system), how we manage our finances, how we get around, how we work, even what we eat.

As the Third Wave gains momentum, every industry leader in every economic sector is at risk of being disrupted.

Third Wave company should focus on three P's:

Partnership: Leverage on partner's credibility.

Policy: Engage with government, understand policy risk.

Perseverance: High degree of adaptability, fresh perspective and the ability to look at new paradigms without being burdened by legacy dogma.

Thinking like an incumbent is a disadvantage. Yet on the other hand, understanding the dynamics at play in the industry and having clear view of potential partnerships and policy issues with increasingly be prerequisites for success.

Saturday, 24 June 2017

职业四部曲


曲一: 学艺篇
大学毕业前拿到offer
进了自己梦寐以求的四大会计所
各行各业的客户,数不尽的加班,拼命式地工作
苦,当吃补
坚信多做,多学,多得

曲二: 闯荡篇

自觉艺满,下山闯江湖
从资讯企业,初创,到500强美企
跌跌撞撞
悟,一身硬功夫不足以平步青云
还得学会内功,交际,包装,展现,销售自己。

曲三:往前跌篇 (进行中。。。)
定下目标
下个五年,走出舒适圈,不断挑战自己
要跌,就往前跌
这样会离目标更近一些
记,安逸,让人难以进步

曲四:待续

Saturday, 28 May 2016

Self confidence

Build self-confidence
1) Repetition repetition repetition

2) Persistence

3) Positive self-talk:
     - Thought influences action
     - Stop negative self-talk

4) Self-affirmation:
     - Re-affirm I'm the master of my fate!

5) No one will believe in you, unless you do!
    - Believe in yourself

Motivate & build others self-confidence
1) Catch them when they are good


Saturday, 14 May 2016

人生四学分 - Stay focus!

Focus area for next 12 years:

1.0 Family
- Love
- Caring
- Sharing
- Patient
- Contribute

1.0 Personal
- Live with passion
- Think positively
- Speak confidently
- Do my best
- Always make positive impact

1.0 Financial Freedom
- Prepare
- Patient
- Invest
- Monitor

1.0 Career
- Read
- Think
- Ask
- Suggest

Tuesday, 10 May 2016

自我定位 - My life My way

Live with passion 
- 你若盛开,蝴蝶自来。
- Enjoy life, enjoy challenges
- Stay happy, stay healthy

Think positively
- 每件事情的发生都有其目的,并且有助于我。
- 没有失败,只有暂时停止成功。
- 假如我没有得到我想要的,我既将得到更好的。

Speak confidently
- 你相信你能,或不能,你都是对的。
- Yes,I can ! Ai Zai
- Fake it, until you become it!

Do my best
- 全力以赴,坚持到底。
- 专注于想要的,而非不要的。

Always make positive impact
- 多赞美,少批评。
- 设身处地。Aim to achieve Win-Win!
- Give constructive feedback 

Sunday, 1 May 2016

Top 10 Pharma Companies by Sales 2014

Product with sales > USD10bil:

1) AbbVie Humira - USD12.5bil in 2014, USD14bil in 2015

2) Gilead Sovaldi - USD10bill in 2014, USD5bill in 2015

3) Gilead Harvoni - USD13.8bil in 2015



Source:
http://topforeignstocks.com/2015/09/19/the-top-50-global-pharma-companies-2015/