AustinZhang personal page - To The Moon

AustinZhang

AustinZhang

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2021-02-21

Why don’t just do it?

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2021-03-16

It sure will go higher and further.

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2021-03-02

awesome，will it send the price to Mars?

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2022-08-21

One more concern for ev

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2021-07-07

peter thiel to embrace harvest season?

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2021-04-08

A decade ago those form 10 shell companies all came back. where is our boss now ? Are you still in the market ?

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2021-04-04

Families of the wealthiest.

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2021-03-26

Kate is wonderfully right.

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2021-03-20

Great ariticle, would you like to share it?

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2021-03-16

Tesla killer? How many people in this world can beat Musk in creativity and execution abilities? I doubt it.

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2021-03-11

The title of kids’ game giant is really misleading.

@胖虎哒哒:Roblox投資者日會議筆記

2021-03-06

alibaba.The dragon slayer becomes the new dragon.Old story.

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2021-03-05

one question, where did you get all these data?

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2021-03-03

Let us shoot for the stars !

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2021-02-22

Invest in China. Not necessarily live in China.

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2021-02-12

Buy China Continuously.

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2021-02-11

At some point in time or stage, we will need to go grab something that can make a peaceful mind.

@观察者Alexander:段永平讀書筆記，時讀時新(上）

2021-02-09

Remember the old story but try the new gears

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How many people in this world can beat Musk in creativity and execution abilities? I doubt it.","listText":"Tesla killer? How many people in this world can beat Musk in creativity and execution abilities? I doubt it.","text":"Tesla killer? How many people in this world can beat Musk in creativity and execution abilities? I doubt it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/325216174","repostId":"2119946315","repostType":2,"isVote":1,"tweetType":1,"viewCount":1727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325869199,"gmtCreate":1615886696511,"gmtModify":1704787934883,"author":{"id":"3574712418352916","authorId":"3574712418352916","name":"AustinZhang","avatar":"https://static.tigerbbs.com/da2b7079ca8b15d0a2ca53297ea7f14b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574712418352916","idStr":"3574712418352916"},"themes":[],"htmlText":"It sure will go higher and further.","listText":"It sure will go higher and further.","text":"It sure will go higher and 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Robux之前很長時間是隻支持單筆充值，直到最近公司才推出了訂閱服務，然後現在他們還想做實體Robux卡、做月票、做會員體系，把Robux產品體系完善起來，我覺得想法真挺好的。 首席業務官 雖然公司是有廣告品牌方面的計劃，但是公司講說不會是普通廣告的形式，而是融入平臺本身，就像現實世界公路邊的廣告牌那樣，高管一再強調廣告不會影響用戶體驗，雖然還沒看到效果，但是我結合了一下科幻小說《雪崩》裏的描述，我大概瞭解公司說的廣告形態是什麼樣，總之，期待這樣的廣告模式有趣而且有效吧，畢竟真正優秀的產品是可以落地實現而不是畫餅。 &nbsp;關於Roblox的業務，我最驚訝的不是遊戲本身，而是公司對於基礎架構的投入，兩個點重點：個性化搜索和Roblox Cloud。 他們CTO說公司花了很多的資源投入去做個性化推薦和個性化搜索，個性化推薦很好理解，讓各個年齡段的用戶都能在平臺找到自己愛玩的項目。 但是搜索，除了瀏覽器恐怕沒幾個平臺這麼認真。我理解這麼做的目的就是爲了適應老人和小孩，這兩個年齡層都是記憶力較弱的，很容易會出現拼寫錯誤的情況，所","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a>&nbsp;三個半小時的投資者日會議視頻看完了，視頻組成是CEO講話+高管講解各業務線如何運作+分析師線上提問+CEO和CFO進行回覆。 首先這個視頻解決了我的疑惑點：虛擬貨幣Robux的匯率兌換，之前看招股書的時候其實公司沒有寫很詳細，這個視頻講說Robux的兌換匯率是一美分，我理解應該是按美元匯率，相當於1美元=100Robux，個人感覺這虛擬幣真挺值錢的，而且當開發者將Robux轉換成真實的美元時，平臺還會抽取佣金。 然後是變現方面，有兩點我比較關心的：虛擬貨幣Robux和廣告業務。 Robux之前很長時間是隻支持單筆充值，直到最近公司才推出了訂閱服務，然後現在他們還想做實體Robux卡、做月票、做會員體系，把Robux產品體系完善起來，我覺得想法真挺好的。 首席業務官 雖然公司是有廣告品牌方面的計劃，但是公司講說不會是普通廣告的形式，而是融入平臺本身，就像現實世界公路邊的廣告牌那樣，高管一再強調廣告不會影響用戶體驗，雖然還沒看到效果，但是我結合了一下科幻小說《雪崩》裏的描述，我大概瞭解公司說的廣告形態是什麼樣，總之，期待這樣的廣告模式有趣而且有效吧，畢竟真正優秀的產品是可以落地實現而不是畫餅。 &nbsp;關於Roblox的業務，我最驚訝的不是遊戲本身，而是公司對於基礎架構的投入，兩個點重點：個性化搜索和Roblox Cloud。 他們CTO說公司花了很多的資源投入去做個性化推薦和個性化搜索，個性化推薦很好理解，讓各個年齡段的用戶都能在平臺找到自己愛玩的項目。 但是搜索，除了瀏覽器恐怕沒幾個平臺這麼認真。我理解這麼做的目的就是爲了適應老人和小孩，這兩個年齡層都是記憶力較弱的，很容易會出現拼寫錯誤的情況，所","text":"$Roblox Corporation(RBLX)$ 三個半小時的投資者日會議視頻看完了，視頻組成是CEO講話+高管講解各業務線如何運作+分析師線上提問+CEO和CFO進行回覆。 首先這個視頻解決了我的疑惑點：虛擬貨幣Robux的匯率兌換，之前看招股書的時候其實公司沒有寫很詳細，這個視頻講說Robux的兌換匯率是一美分，我理解應該是按美元匯率，相當於1美元=100Robux，個人感覺這虛擬幣真挺值錢的，而且當開發者將Robux轉換成真實的美元時，平臺還會抽取佣金。 然後是變現方面，有兩點我比較關心的：虛擬貨幣Robux和廣告業務。 Robux之前很長時間是隻支持單筆充值，直到最近公司才推出了訂閱服務，然後現在他們還想做實體Robux卡、做月票、做會員體系，把Robux產品體系完善起來，我覺得想法真挺好的。 首席業務官 雖然公司是有廣告品牌方面的計劃，但是公司講說不會是普通廣告的形式，而是融入平臺本身，就像現實世界公路邊的廣告牌那樣，高管一再強調廣告不會影響用戶體驗，雖然還沒看到效果，但是我結合了一下科幻小說《雪崩》裏的描述，我大概瞭解公司說的廣告形態是什麼樣，總之，期待這樣的廣告模式有趣而且有效吧，畢竟真正優秀的產品是可以落地實現而不是畫餅。 關於Roblox的業務，我最驚訝的不是遊戲本身，而是公司對於基礎架構的投入，兩個點重點：個性化搜索和Roblox Cloud。 他們CTO說公司花了很多的資源投入去做個性化推薦和個性化搜索，個性化推薦很好理解，讓各個年齡段的用戶都能在平臺找到自己愛玩的項目。 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dragon slayer becomes the new&nbsp;dragon.Old story.","listText":"alibaba.The dragon slayer becomes the new&nbsp;dragon.Old story.","text":"alibaba.The dragon slayer becomes the new dragon.Old story.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/320929553","repostId":"2116574238","repostType":4,"isVote":1,"tweetType":1,"viewCount":1343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367119836,"gmtCreate":1614919439325,"gmtModify":1704776992911,"author":{"id":"3574712418352916","authorId":"3574712418352916","name":"AustinZhang","avatar":"https://static.tigerbbs.com/da2b7079ca8b15d0a2ca53297ea7f14b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574712418352916","idStr":"3574712418352916"},"themes":[],"htmlText":"one question, where did you get all these data?","listText":"one question, where did you get all these data?","text":"one question, where did you get all these data?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/367119836","repostId":"2116120135","repostType":2,"isVote":1,"tweetType":1,"viewCount":1699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365536375,"gmtCreate":1614758230897,"gmtModify":1704774829189,"author":{"id":"3574712418352916","authorId":"3574712418352916","name":"AustinZhang","avatar":"https://static.tigerbbs.com/da2b7079ca8b15d0a2ca53297ea7f14b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574712418352916","idStr":"3574712418352916"},"themes":[],"htmlText":"Let us shoot for the stars !","listText":"Let us shoot for the stars !","text":"Let us shoot for the stars !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365536375","repostId":"2013046755","repostType":2,"isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365914777,"gmtCreate":1614688975699,"gmtModify":1704774039712,"author":{"id":"3574712418352916","authorId":"3574712418352916","name":"AustinZhang","avatar":"https://static.tigerbbs.com/da2b7079ca8b15d0a2ca53297ea7f14b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574712418352916","idStr":"3574712418352916"},"themes":[],"htmlText":"awesome，will it send the price to Mars?","listText":"awesome，will it send the price to Mars?","text":"awesome，will it send the price to Mars?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365914777","repostId":"1129446931","repostType":4,"isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360227498,"gmtCreate":1613946657914,"gmtModify":1704886003239,"author":{"id":"3574712418352916","authorId":"3574712418352916","name":"AustinZhang","avatar":"https://static.tigerbbs.com/da2b7079ca8b15d0a2ca53297ea7f14b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574712418352916","idStr":"3574712418352916"},"themes":[],"htmlText":"Invest in China. Not necessarily live in China.","listText":"Invest in China. Not necessarily live in China.","text":"Invest in China. Not necessarily live in China.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/360227498","repostId":"1129445314","repostType":4,"isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360649292,"gmtCreate":1613912543316,"gmtModify":1704885876819,"author":{"id":"3574712418352916","authorId":"3574712418352916","name":"AustinZhang","avatar":"https://static.tigerbbs.com/da2b7079ca8b15d0a2ca53297ea7f14b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574712418352916","idStr":"3574712418352916"},"themes":[],"htmlText":"Why don’t just&nbsp;do it?","listText":"Why don’t just&nbsp;do it?","text":"Why don’t just do it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/360649292","repostId":"1177371356","repostType":4,"isVote":1,"tweetType":1,"viewCount":829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":386956924,"gmtCreate":1613129587668,"gmtModify":1704878684914,"author":{"id":"3574712418352916","authorId":"3574712418352916","name":"AustinZhang","avatar":"https://static.tigerbbs.com/da2b7079ca8b15d0a2ca53297ea7f14b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574712418352916","idStr":"3574712418352916"},"themes":[],"htmlText":"Buy&nbsp;China Continuously.","listText":"Buy&nbsp;China Continuously.","text":"Buy China Continuously.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/386956924","repostId":"2110032632","repostType":2,"isVote":1,"tweetType":1,"viewCount":571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":388083764,"gmtCreate":1613001857458,"gmtModify":1704877213844,"author":{"id":"3574712418352916","authorId":"3574712418352916","name":"AustinZhang","avatar":"https://static.tigerbbs.com/da2b7079ca8b15d0a2ca53297ea7f14b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574712418352916","idStr":"3574712418352916"},"themes":[],"htmlText":"At some point in time or stage, we will need to go grab something that can make a peaceful mind.","listText":"At some point in time or stage, we will need to go grab something that can make a peaceful mind.","text":"At some point in time or stage, we will need to go grab something that can make a peaceful mind.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/388083764","repostId":"383382722","repostType":1,"repost":{"id":383382722,"gmtCreate":1612838840063,"gmtModify":1704874831238,"author":{"id":"3485347777643873","authorId":"3485347777643873","name":"观察者Alexander","avatar":"https://static.tigerbbs.com/714e0dba173e76fd20ad7593775bab1a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3485347777643873","idStr":"3485347777643873"},"themes":[],"title":"段永平讀書筆記，時讀時新(上）","htmlText":"之前有幸拜讀過段永平的小雅訪談版本，收穫頗豐。感謝**出了段永平所有的網易博客+**上的所有的訪談記錄，趁着年前這一段時間好好再讀了一遍，真的是有一種相見恨晚，時讀時新的感覺。 此篇爲讀書筆記，內容較長，摘錄自己覺得核心的一些要點如下，供日後回看： 我理解的投資歸納起來就是：買股票就是買公司，買公司就是買公司的未來現金流折現，句號！ “買股票就是買公司”這句話會說的人非常多，但我幾乎沒見過真的骨子裏真的理解並相信這句話的--我知道的人裏面大概不超過5個（包括巴菲特和芒格在內）。 所謂能看懂公司就是能看懂其未來現金流。（做對的事情）（這個未來現金流是指整個生命週期的未來現金流） 所有所謂有關投資的說法實際上都是在討論如何看懂現金流的問題，例如生意模式、護城河、能力圈等。（如何把事情做對） 實業十年，投資十年，看懂了10家公司，着重手投資了5家公司。差不多2年一家。 老巴說商業模式最重要，這句話我越來越想，想了好多年了，還在繼續想。看看喜詩糖果，看看可口可樂、看看比亞迪、看看蘋果、看看航空公司、看看那些做太陽能晶片的“光伏企業”。 護城河實際上我覺得是生意模式中的一部分，好的生意模式往往具有很寬的護城河。 好的生意模式往往是好的未來現金流的保障。 Margin of safety實際上應該指的是能力圈而不僅僅是價格。對別人的不確定性往往對於自己是很確定的。 我總是假設市場絕大多數情況下是非常聰明的，除非我發現市場確實錯了。（這句話是針對'逆向操作'說的。逆向思維很重要，但逆向操作和隨波逐流都是不可取的。最重要的是理性的獨立思考能力） Q：我認爲大部分價值投資者，根本不具備任何行業的能力圈……段永平：也許你沒看我寫的是什麼。我這裏有一點很重要的就是認爲大多數人其實不碰股票就是最好的投資，除非你認爲自己確實有自己瞭解的好公司處在便宜的價錢。 很多年前，我和華以剛下過一盤圍棋，有一塊","listText":"之前有幸拜讀過段永平的小雅訪談版本，收穫頗豐。感謝**出了段永平所有的網易博客+**上的所有的訪談記錄，趁着年前這一段時間好好再讀了一遍，真的是有一種相見恨晚，時讀時新的感覺。 此篇爲讀書筆記，內容較長，摘錄自己覺得核心的一些要點如下，供日後回看： 我理解的投資歸納起來就是：買股票就是買公司，買公司就是買公司的未來現金流折現，句號！ “買股票就是買公司”這句話會說的人非常多，但我幾乎沒見過真的骨子裏真的理解並相信這句話的--我知道的人裏面大概不超過5個（包括巴菲特和芒格在內）。 所謂能看懂公司就是能看懂其未來現金流。（做對的事情）（這個未來現金流是指整個生命週期的未來現金流） 所有所謂有關投資的說法實際上都是在討論如何看懂現金流的問題，例如生意模式、護城河、能力圈等。（如何把事情做對） 實業十年，投資十年，看懂了10家公司，着重手投資了5家公司。差不多2年一家。 老巴說商業模式最重要，這句話我越來越想，想了好多年了，還在繼續想。看看喜詩糖果，看看可口可樂、看看比亞迪、看看蘋果、看看航空公司、看看那些做太陽能晶片的“光伏企業”。 護城河實際上我覺得是生意模式中的一部分，好的生意模式往往具有很寬的護城河。 好的生意模式往往是好的未來現金流的保障。 Margin of 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Q：我認爲大部分價值投資者，根本不具備任何行業的能力圈……段永平：也許你沒看我寫的是什麼。我這裏有一點很重要的就是認爲大多數人其實不碰股票就是最好的投資，除非你認爲自己確實有自己瞭解的好公司處在便宜的價錢。 很多年前，我和華以剛下過一盤圍棋，有一塊","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/383382722","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":383530684,"gmtCreate":1612883654348,"gmtModify":1704875466092,"author":{"id":"3574712418352916","authorId":"3574712418352916","name":"AustinZhang","avatar":"https://static.tigerbbs.com/da2b7079ca8b15d0a2ca53297ea7f14b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574712418352916","idStr":"3574712418352916"},"themes":[],"htmlText":"Remember&nbsp;the old story but try the new 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Are you still in the market ?","listText":"A decade ago those form 10 shell companies all came back. where is our boss now ? Are you still in the market ?","text":"A decade ago those form 10 shell companies all came back. where is our boss now ? 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I doubt it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/325216174","repostId":"2119946315","repostType":2,"isVote":1,"tweetType":1,"viewCount":1727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321201091,"gmtCreate":1615435217713,"gmtModify":1704782726982,"author":{"id":"3574712418352916","authorId":"3574712418352916","name":"AustinZhang","avatar":"https://static.tigerbbs.com/da2b7079ca8b15d0a2ca53297ea7f14b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574712418352916","idStr":"3574712418352916"},"themes":[],"htmlText":"The title of kids’ game giant is really misleading.","listText":"The title of kids’ game giant is really misleading.","text":"The title of kids’ game giant is really misleading.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/321201091","repostId":"323065144","repostType":1,"repost":{"id":323065144,"gmtCreate":1615290598688,"gmtModify":1704780666572,"author":{"id":"3510558082622800","authorId":"3510558082622800","name":"胖虎哒哒","avatar":"https://static.tigerbbs.com/75b95d9326c02813b7b87ba8c1eccb5a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3510558082622800","idStr":"3510558082622800"},"themes":[],"title":"Roblox投資者日會議筆記","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a>&nbsp;三個半小時的投資者日會議視頻看完了，視頻組成是CEO講話+高管講解各業務線如何運作+分析師線上提問+CEO和CFO進行回覆。 首先這個視頻解決了我的疑惑點：虛擬貨幣Robux的匯率兌換，之前看招股書的時候其實公司沒有寫很詳細，這個視頻講說Robux的兌換匯率是一美分，我理解應該是按美元匯率，相當於1美元=100Robux，個人感覺這虛擬幣真挺值錢的，而且當開發者將Robux轉換成真實的美元時，平臺還會抽取佣金。 然後是變現方面，有兩點我比較關心的：虛擬貨幣Robux和廣告業務。 Robux之前很長時間是隻支持單筆充值，直到最近公司才推出了訂閱服務，然後現在他們還想做實體Robux卡、做月票、做會員體系，把Robux產品體系完善起來，我覺得想法真挺好的。 首席業務官 雖然公司是有廣告品牌方面的計劃，但是公司講說不會是普通廣告的形式，而是融入平臺本身，就像現實世界公路邊的廣告牌那樣，高管一再強調廣告不會影響用戶體驗，雖然還沒看到效果，但是我結合了一下科幻小說《雪崩》裏的描述，我大概瞭解公司說的廣告形態是什麼樣，總之，期待這樣的廣告模式有趣而且有效吧，畢竟真正優秀的產品是可以落地實現而不是畫餅。 &nbsp;關於Roblox的業務，我最驚訝的不是遊戲本身，而是公司對於基礎架構的投入，兩個點重點：個性化搜索和Roblox Cloud。 他們CTO說公司花了很多的資源投入去做個性化推薦和個性化搜索，個性化推薦很好理解，讓各個年齡段的用戶都能在平臺找到自己愛玩的項目。 但是搜索，除了瀏覽器恐怕沒幾個平臺這麼認真。我理解這麼做的目的就是爲了適應老人和小孩，這兩個年齡層都是記憶力較弱的，很容易會出現拼寫錯誤的情況，所","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a>&nbsp;三個半小時的投資者日會議視頻看完了，視頻組成是CEO講話+高管講解各業務線如何運作+分析師線上提問+CEO和CFO進行回覆。 首先這個視頻解決了我的疑惑點：虛擬貨幣Robux的匯率兌換，之前看招股書的時候其實公司沒有寫很詳細，這個視頻講說Robux的兌換匯率是一美分，我理解應該是按美元匯率，相當於1美元=100Robux，個人感覺這虛擬幣真挺值錢的，而且當開發者將Robux轉換成真實的美元時，平臺還會抽取佣金。 然後是變現方面，有兩點我比較關心的：虛擬貨幣Robux和廣告業務。 Robux之前很長時間是隻支持單筆充值，直到最近公司才推出了訂閱服務，然後現在他們還想做實體Robux卡、做月票、做會員體系，把Robux產品體系完善起來，我覺得想法真挺好的。 首席業務官 雖然公司是有廣告品牌方面的計劃，但是公司講說不會是普通廣告的形式，而是融入平臺本身，就像現實世界公路邊的廣告牌那樣，高管一再強調廣告不會影響用戶體驗，雖然還沒看到效果，但是我結合了一下科幻小說《雪崩》裏的描述，我大概瞭解公司說的廣告形態是什麼樣，總之，期待這樣的廣告模式有趣而且有效吧，畢竟真正優秀的產品是可以落地實現而不是畫餅。 &nbsp;關於Roblox的業務，我最驚訝的不是遊戲本身，而是公司對於基礎架構的投入，兩個點重點：個性化搜索和Roblox Cloud。 他們CTO說公司花了很多的資源投入去做個性化推薦和個性化搜索，個性化推薦很好理解，讓各個年齡段的用戶都能在平臺找到自己愛玩的項目。 但是搜索，除了瀏覽器恐怕沒幾個平臺這麼認真。我理解這麼做的目的就是爲了適應老人和小孩，這兩個年齡層都是記憶力較弱的，很容易會出現拼寫錯誤的情況，所","text":"$Roblox Corporation(RBLX)$ 三個半小時的投資者日會議視頻看完了，視頻組成是CEO講話+高管講解各業務線如何運作+分析師線上提問+CEO和CFO進行回覆。 首先這個視頻解決了我的疑惑點：虛擬貨幣Robux的匯率兌換，之前看招股書的時候其實公司沒有寫很詳細，這個視頻講說Robux的兌換匯率是一美分，我理解應該是按美元匯率，相當於1美元=100Robux，個人感覺這虛擬幣真挺值錢的，而且當開發者將Robux轉換成真實的美元時，平臺還會抽取佣金。 然後是變現方面，有兩點我比較關心的：虛擬貨幣Robux和廣告業務。 Robux之前很長時間是隻支持單筆充值，直到最近公司才推出了訂閱服務，然後現在他們還想做實體Robux卡、做月票、做會員體系，把Robux產品體系完善起來，我覺得想法真挺好的。 首席業務官 雖然公司是有廣告品牌方面的計劃，但是公司講說不會是普通廣告的形式，而是融入平臺本身，就像現實世界公路邊的廣告牌那樣，高管一再強調廣告不會影響用戶體驗，雖然還沒看到效果，但是我結合了一下科幻小說《雪崩》裏的描述，我大概瞭解公司說的廣告形態是什麼樣，總之，期待這樣的廣告模式有趣而且有效吧，畢竟真正優秀的產品是可以落地實現而不是畫餅。 關於Roblox的業務，我最驚訝的不是遊戲本身，而是公司對於基礎架構的投入，兩個點重點：個性化搜索和Roblox Cloud。 他們CTO說公司花了很多的資源投入去做個性化推薦和個性化搜索，個性化推薦很好理解，讓各個年齡段的用戶都能在平臺找到自己愛玩的項目。 但是搜索，除了瀏覽器恐怕沒幾個平臺這麼認真。我理解這麼做的目的就是爲了適應老人和小孩，這兩個年齡層都是記憶力較弱的，很容易會出現拼寫錯誤的情況，所","images":[{"img":"https://static.tigerbbs.com/1fc46b31726897c62c237399fa08fbc2","width":"512","height":"320"},{"img":"https://static.tigerbbs.com/ccb666f8eadc1d151e3873de6a297040","width":"688","height":"362"},{"img":"https://static.tigerbbs.com/666abdb4b6e0ceebae17643758477b68","width":"688","height":"387"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323065144","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320929553,"gmtCreate":1615001730672,"gmtModify":1704778103130,"author":{"id":"3574712418352916","authorId":"3574712418352916","name":"AustinZhang","avatar":"https://static.tigerbbs.com/da2b7079ca8b15d0a2ca53297ea7f14b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574712418352916","idStr":"3574712418352916"},"themes":[],"htmlText":"alibaba.The dragon slayer becomes the new&nbsp;dragon.Old story.","listText":"alibaba.The dragon slayer becomes the new&nbsp;dragon.Old story.","text":"alibaba.The dragon slayer becomes the new dragon.Old story.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/320929553","repostId":"2116574238","repostType":4,"isVote":1,"tweetType":1,"viewCount":1343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367119836,"gmtCreate":1614919439325,"gmtModify":1704776992911,"author":{"id":"3574712418352916","authorId":"3574712418352916","name":"AustinZhang","avatar":"https://static.tigerbbs.com/da2b7079ca8b15d0a2ca53297ea7f14b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574712418352916","idStr":"3574712418352916"},"themes":[],"htmlText":"one question, where did you get all these data?","listText":"one question, where did you get all these data?","text":"one question, where did you get all these data?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/367119836","repostId":"2116120135","repostType":2,"isVote":1,"tweetType":1,"viewCount":1699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365536375,"gmtCreate":1614758230897,"gmtModify":1704774829189,"author":{"id":"3574712418352916","authorId":"3574712418352916","name":"AustinZhang","avatar":"https://static.tigerbbs.com/da2b7079ca8b15d0a2ca53297ea7f14b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574712418352916","idStr":"3574712418352916"},"themes":[],"htmlText":"Let us shoot for the stars !","listText":"Let us shoot for the stars !","text":"Let us shoot for the stars !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365536375","repostId":"2013046755","repostType":2,"isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360227498,"gmtCreate":1613946657914,"gmtModify":1704886003239,"author":{"id":"3574712418352916","authorId":"3574712418352916","name":"AustinZhang","avatar":"https://static.tigerbbs.com/da2b7079ca8b15d0a2ca53297ea7f14b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574712418352916","idStr":"3574712418352916"},"themes":[],"htmlText":"Invest in China. Not necessarily live in China.","listText":"Invest in China. Not necessarily live in China.","text":"Invest in China. Not necessarily live in China.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/360227498","repostId":"1129445314","repostType":4,"isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":386956924,"gmtCreate":1613129587668,"gmtModify":1704878684914,"author":{"id":"3574712418352916","authorId":"3574712418352916","name":"AustinZhang","avatar":"https://static.tigerbbs.com/da2b7079ca8b15d0a2ca53297ea7f14b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574712418352916","idStr":"3574712418352916"},"themes":[],"htmlText":"Buy&nbsp;China Continuously.","listText":"Buy&nbsp;China Continuously.","text":"Buy China Continuously.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/386956924","repostId":"2110032632","repostType":2,"isVote":1,"tweetType":1,"viewCount":571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":388083764,"gmtCreate":1613001857458,"gmtModify":1704877213844,"author":{"id":"3574712418352916","authorId":"3574712418352916","name":"AustinZhang","avatar":"https://static.tigerbbs.com/da2b7079ca8b15d0a2ca53297ea7f14b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574712418352916","idStr":"3574712418352916"},"themes":[],"htmlText":"At some point in time or stage, we will need to go grab something that can make a peaceful mind.","listText":"At some point in time or stage, we will need to go grab something that can make a peaceful mind.","text":"At some point in time or stage, we will need to go grab something that can make a peaceful mind.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/388083764","repostId":"383382722","repostType":1,"repost":{"id":383382722,"gmtCreate":1612838840063,"gmtModify":1704874831238,"author":{"id":"3485347777643873","authorId":"3485347777643873","name":"观察者Alexander","avatar":"https://static.tigerbbs.com/714e0dba173e76fd20ad7593775bab1a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3485347777643873","idStr":"3485347777643873"},"themes":[],"title":"段永平讀書筆記，時讀時新(上）","htmlText":"之前有幸拜讀過段永平的小雅訪談版本，收穫頗豐。感謝**出了段永平所有的網易博客+**上的所有的訪談記錄，趁着年前這一段時間好好再讀了一遍，真的是有一種相見恨晚，時讀時新的感覺。 此篇爲讀書筆記，內容較長，摘錄自己覺得核心的一些要點如下，供日後回看： 我理解的投資歸納起來就是：買股票就是買公司，買公司就是買公司的未來現金流折現，句號！ “買股票就是買公司”這句話會說的人非常多，但我幾乎沒見過真的骨子裏真的理解並相信這句話的--我知道的人裏面大概不超過5個（包括巴菲特和芒格在內）。 所謂能看懂公司就是能看懂其未來現金流。（做對的事情）（這個未來現金流是指整個生命週期的未來現金流） 所有所謂有關投資的說法實際上都是在討論如何看懂現金流的問題，例如生意模式、護城河、能力圈等。（如何把事情做對） 實業十年，投資十年，看懂了10家公司，着重手投資了5家公司。差不多2年一家。 老巴說商業模式最重要，這句話我越來越想，想了好多年了，還在繼續想。看看喜詩糖果，看看可口可樂、看看比亞迪、看看蘋果、看看航空公司、看看那些做太陽能晶片的“光伏企業”。 護城河實際上我覺得是生意模式中的一部分，好的生意模式往往具有很寬的護城河。 好的生意模式往往是好的未來現金流的保障。 Margin of safety實際上應該指的是能力圈而不僅僅是價格。對別人的不確定性往往對於自己是很確定的。 我總是假設市場絕大多數情況下是非常聰明的，除非我發現市場確實錯了。（這句話是針對'逆向操作'說的。逆向思維很重要，但逆向操作和隨波逐流都是不可取的。最重要的是理性的獨立思考能力） Q：我認爲大部分價值投資者，根本不具備任何行業的能力圈……段永平：也許你沒看我寫的是什麼。我這裏有一點很重要的就是認爲大多數人其實不碰股票就是最好的投資，除非你認爲自己確實有自己瞭解的好公司處在便宜的價錢。 很多年前，我和華以剛下過一盤圍棋，有一塊","listText":"之前有幸拜讀過段永平的小雅訪談版本，收穫頗豐。感謝**出了段永平所有的網易博客+**上的所有的訪談記錄，趁着年前這一段時間好好再讀了一遍，真的是有一種相見恨晚，時讀時新的感覺。 此篇爲讀書筆記，內容較長，摘錄自己覺得核心的一些要點如下，供日後回看： 我理解的投資歸納起來就是：買股票就是買公司，買公司就是買公司的未來現金流折現，句號！ “買股票就是買公司”這句話會說的人非常多，但我幾乎沒見過真的骨子裏真的理解並相信這句話的--我知道的人裏面大概不超過5個（包括巴菲特和芒格在內）。 所謂能看懂公司就是能看懂其未來現金流。（做對的事情）（這個未來現金流是指整個生命週期的未來現金流） 所有所謂有關投資的說法實際上都是在討論如何看懂現金流的問題，例如生意模式、護城河、能力圈等。（如何把事情做對） 實業十年，投資十年，看懂了10家公司，着重手投資了5家公司。差不多2年一家。 老巴說商業模式最重要，這句話我越來越想，想了好多年了，還在繼續想。看看喜詩糖果，看看可口可樂、看看比亞迪、看看蘋果、看看航空公司、看看那些做太陽能晶片的“光伏企業”。 護城河實際上我覺得是生意模式中的一部分，好的生意模式往往具有很寬的護城河。 好的生意模式往往是好的未來現金流的保障。 Margin of 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