放学的时候Yo墨给我打电话。
Yo墨:妈妈,你干什么呢?
我:我在家呢!
Yo墨:吧啦吧啦…
我:吧啦吧啦…
Yo墨:妈妈昨天晚上姐姐打死了一个花大姐!
[汗]
这突然的分享欲!
会把自己照顾的很好!
自己找了毯子,要求拿来了吐骨碟!每一粒石榴都吃的很干净!
晚上她拿着雪宝的玩偶在我旁边玩!
我都她:Yo墨,妈妈再生一个小宝宝就叫雪宝好不好?
Yo墨先是点点头,然后又很认真的人摇头!
我:不叫雪宝吗?
Yo墨:不生!
她就希望她永远是小宝宝!
Yo墨:妈妈,你干什么呢?
我:我在家呢!
Yo墨:吧啦吧啦…
我:吧啦吧啦…
Yo墨:妈妈昨天晚上姐姐打死了一个花大姐!
[汗]
这突然的分享欲!
会把自己照顾的很好!
自己找了毯子,要求拿来了吐骨碟!每一粒石榴都吃的很干净!
晚上她拿着雪宝的玩偶在我旁边玩!
我都她:Yo墨,妈妈再生一个小宝宝就叫雪宝好不好?
Yo墨先是点点头,然后又很认真的人摇头!
我:不叫雪宝吗?
Yo墨:不生!
她就希望她永远是小宝宝!
一个特别的生日餐
老爸给送来了一大袋蔬菜和面粉
老公从三点多张罗到现在的美食
以及自己从上午做到下午的生日蛋糕
虽然疫情打破了我们小姐妹的所有计划
但是也让我们感受了居家慢节奏的生活
这些天真真的把一线工作者们都累坏了,希望疫情赶紧结束让他们也能好好在家休息一段时间,虽然我很不想上班
在此㊗️我生日快乐天天快乐!
人嘛,健康开心最重要![太阳]
谢谢爱我的你们yo
老爸给送来了一大袋蔬菜和面粉
老公从三点多张罗到现在的美食
以及自己从上午做到下午的生日蛋糕
虽然疫情打破了我们小姐妹的所有计划
但是也让我们感受了居家慢节奏的生活
这些天真真的把一线工作者们都累坏了,希望疫情赶紧结束让他们也能好好在家休息一段时间,虽然我很不想上班
在此㊗️我生日快乐天天快乐!
人嘛,健康开心最重要![太阳]
谢谢爱我的你们yo
对冲基金大佬Einhorn:价值投资可能再也回不来了
1. 目前这个行情,大多数价值投资者已经破产了(out of business),所以市场结构发生了极其严重的改变。(意思是市场上炒客、投机盛行。)
2. 就算没破产,”我们(Enhorn认为自己是价投)也剩得不多了“,很多人要么转去做了量化,要么就粗暴直接做被动指数投资。以价投的方法训练出来的基金经理在市场上不多了。
3.因为市场上的价投少了,所以真正关心公司基本面的投资者就少了,以至于非常多的公司被错误定价。交易者甚至完全不知道自己的交易标的,到底大概值多少
以下是英文报道原文:
Hedge fund manager David Einhorn said he doesn’t know if value investing will ever be in vogue again.
“I don’t know that it ever comes back,” the Green Capital founder said Tuesday in an interview with Bloomberg Television on the sidelines of the Robin Hood Investors Conference in New York. Einhorn, 53, said most value investors are being put out of business, citing “serious changes to the market structure.”
“There’s just very few of us left,” he said, adding that most market participants these days are not trained or experienced in value investing, or have shifted to passive or quantitative investing.
Fewer players means there’s no one to notice what’s happening to these companies and “nobody knows what anything is worth,” Einhorn said. “So there’s an enormous number of companies that are dramatically mis-valued in ways that we haven’t seen before.”
1. 目前这个行情,大多数价值投资者已经破产了(out of business),所以市场结构发生了极其严重的改变。(意思是市场上炒客、投机盛行。)
2. 就算没破产,”我们(Enhorn认为自己是价投)也剩得不多了“,很多人要么转去做了量化,要么就粗暴直接做被动指数投资。以价投的方法训练出来的基金经理在市场上不多了。
3.因为市场上的价投少了,所以真正关心公司基本面的投资者就少了,以至于非常多的公司被错误定价。交易者甚至完全不知道自己的交易标的,到底大概值多少
以下是英文报道原文:
Hedge fund manager David Einhorn said he doesn’t know if value investing will ever be in vogue again.
“I don’t know that it ever comes back,” the Green Capital founder said Tuesday in an interview with Bloomberg Television on the sidelines of the Robin Hood Investors Conference in New York. Einhorn, 53, said most value investors are being put out of business, citing “serious changes to the market structure.”
“There’s just very few of us left,” he said, adding that most market participants these days are not trained or experienced in value investing, or have shifted to passive or quantitative investing.
Fewer players means there’s no one to notice what’s happening to these companies and “nobody knows what anything is worth,” Einhorn said. “So there’s an enormous number of companies that are dramatically mis-valued in ways that we haven’t seen before.”
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