#美食分享# #我的美食日记#for gct
我的自制食品 第八天/Day8⃣️: Bun Dau Mam Tom

Moi moi nguoi an bun dau phong cach tai gia [打call] buc anh lay bong hoa mam tom lam chu dao nhung toi khong an duoc mam tom ca nha a, cai noi mau den o goc trai la nuoc mam danh rieng cho toi… ca nha khinh toi vl nhung toi hen
Luoi heo luoc va Cha com la chan ai’

#早餐打卡# #我的美食日记# for gct
我的自制食品 第七天/Day7⃣️： Porridge with shredded pork ribs + bagel/bread twists 排骨粥+油条= 完美早餐[抱一抱]

Moi an chao suon sun voi quay kieu ha noi a [打call][打call][打call] mon nay o hang lam van ngon hon nhg vi them qua nen toi van phai tu lam :( toi con tu lam quay mng a quay no to vcl i a ha ha ha ha [打call]

1.今日对M&A的Purchase price allocation和I/S里的Net Income要做哪些调整做了复盘，感觉过去不懂的逻辑都重新说通了。但是一些Assumption仍然比较Tricky，Pro-Forma毕竟还是假设状态。
2.最近要好好看Macro：预计美国2021年第二季度的GDP会同比增长12.5%，不仅来源于疫情恢复，accommodative fiscal and monetary policy也提供了支持。通胀反弹，PCE的通胀率达到了3.6%（22年美联储的Target是2%）。Long-term inflation expectations ^_^。非农就业岗位总数增量远低预期。目前失业率6.1%，2020年2月为3.5%(unemployment can be categorized as recall unemployment or jobless unployment)
3.今日有趣小问题：
If I paid 100M for a building and it has 75% leverage, how much does it need to sell for to double my equity?
If you purchase a property for 1M at a 7.5% cap rate, have 0% NOI growth throughout the hold period, and exit at the same cap rate after 3 yrs, what’s your IRR?
If you purchase a property for 1M at a 5% cap rate with 60% leverage and a 5% fixed cost of debt, what is the cash-on-cash yield?