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    12/29/2007

    年报, annual report

    重要提示
    本报告所载资料可能存在误导性陈述或者重大遗漏,本人不对内容的真实性、准确性和完整性承担责任。
     
    讨论与分析
    1.主营业务收获,losing F.N.G. status
    F.N.G. , Fuckin' New Guy. Term still used in the western English-speaking armed forces of the west to denote a new soldier fresh off his basic training. It means they have the basics but no real experience, so they do everything by the book (which is not always best) and they are overly keen and always shut down on long excersices.
    (引自UrbanDictionary的词条解释)
    7月,本人主营业务变更为证券投资咨询,同时原学生身份注销。在最初的日子里,曾事必躬亲,言必称因果,好不教条。还曾overly keen到每晚10点,倒也未曾shut down。唯一强力推荐的股票,自上调为增持后涨幅不小,但再上调为买入后迎来了不断的宏观调控,所幸受影响在同行业股中相对较小。
    后人有注道:
    14 Hours - Right now, institutions are plotting a crash. Stocks that I recommended are targeted, and people that I work with may be involved in both. I'm assistant analyst Freyr Wong. Every trading day is a long day of my work-_-b
    (仿24小时第一季开场白)
    转折性事件:
    拍脑袋艺术:量子力学的测不准原理似乎可以解释拍脑袋的必要性,给上市公司一个电话胜过反复的演算——旁观首席修改我的预测假设的最大收获。
    利润调节和估值控制:历史利润调节是会计的职责,盈利预测调节就落到分析师肩上。估值方式仍是结果导向型,结果又是买卖方利益的权衡。贴现率是个好用的杠杆,快速增长期长度也是不错的工具——调研并充当一次财务顾问的最大收获。另外,比起估值能力,客户看中的也只是第三方机构的一个章而已。
    想起微观经济学老师的一句话,懒人,才是社会进步的动力。
    2.其它净得失,let go of the right kind of doctor
    - what would have tempted you? ...
    - The right kind of Doctor.
    (对话出自TORCHWOOD 1.13——"End of Days")
    曾以为自己会坚定地出同样的回答。但The doctor是可以regenerate的。一瞬间后,发型变了,语气变了,整个人都变了。像Jack那样,抛开torchwood的同胞,闯入只属于The doctor与其companion的TARDIS,寻找所谓的Utopia?似乎不够理智。
    3.前瞻性陈述
    So You Think You Can Make Money?(仿so you think you can dance)
    What about Freyr?(仿what about brian)