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2025/12/10
Value investing focuses on buying quality stocks at low prices and waiting for the market to recognize their true worth, generating solid returns. The key is not just finding what’s cheap—but what’s valuable. This article outlines common causes of value traps, including operating in declining industries, intensifying competition, poor corporate management, and financial red flags. It also briefly explains how investors can avoid falling into these traps by staying cautious and not being misled by low prices alone.
# Beginners Guide
# Financial Lessons
# Stocks
# Investment Analysis
# Fundamental Analysis
2025/9/11
Founded in 2014 by Catherine D. Wood, ARK Invest is a U.S.-based asset management firm and one of the few companies in the ETF space that adopts an actively managed strategy. ARK is well known for its distinctive investment approach, focusing on disruptive innovation and emphasizing “transformational technologies.” This article provides a brief overview of the firm’s origins, highlighting its strong performance during the pandemic and offering an update on its current portfolio positioning post-pandemic. It also introduces several of ARK’s thematic ETFs, offering a simple comparison of their respective investment focuses.
# Investment
# Investment Strategy
# Mutual Funds
# ETFs
2025/6/30
How to Read a 13F Report? This article offers a detailed breakdown of the different types of 13F filings and explains how investors can use the publicly available data to support their investment decisions. Key takeaways include tracking industry trends or popular stocks, monitoring changes in institutional AUM, and identifying which sectors are favored by different types of investors. Once investors have defined their own targets and preferences, leveraging 13F reports effectively can significantly improve their chances of success.
# Chip Analysis
# USA
2025/6/4
Whether it's DRAM for short-term data buffering or Flash for long-term data storage, memory has become an essential building block in electronic systems. This article introduces the two major categories of memory—volatile and non-volatile—and explains their respective characteristics and application scenarios. It concludes with an overview of prominent memory companies in Taiwan and around the world, analyzing their current production capacities as well as potential future trends and outlooks.
# Manufacturing Industry
Bridgewater Associates is one of the largest hedge funds in the world, renowned for its unique investment strategies and long-term, consistent performance. It holds a significant and influential position in the financial industry. This article shares the story behind Bridgewater’s founding, its investment approach, and the background of its founder, Ray Dalio. It also examines Bridgewater’s latest 13F filing to analyze its current holdings and infer its present investment outlook.
On May 3rd of this year, Warren Buffett officially announced at Berkshire Hathaway’s annual shareholders meeting that he will be retiring by the end of the year. He also named Greg Abel as his successor and the company’s next CEO. This article reviews Buffett’s investment philosophy and Berkshire Hathaway’s investment approach, while also briefly introducing the background of incoming CEO Greg Abel.
# Long-term Investment
2025/3/17
Equity is a fundamental concept of business ownership that influences corporate governance, capital raising, and investment decisions. This article begins with the basics of equity, explaining how shareholders participate in a company’s operations through ownership. It outlines shareholders’ rights and obligations, including the right to profit distribution, voting rights, claims to residual assets, and access to company information. The article also explores various types of equity—such as common stock, preferred stock, and restricted shares—as well as the investment risks and responsibilities shareholders must bear. Through these discussions, readers gain a clearer understanding of how equity functions.
# Taiwan
2025/2/20
Unlike its intuitive meaning, goodwill in accounting refers to a key item that reflects a company’s value during a merger or acquisition (M&A). It represents a company’s intangible assets and signifies the acquiring firm's recognition of the target company's brand, customer relationships, and market position. This article provides an in-depth analysis of goodwill’s critical role in M&A, explaining its underlying significance, calculation methods, and impact on financial statements. Finally, it illustrates these concepts with the well-known case of Facebook’s acquisition of Instagram.
# Editor's Pick
2024/12/23
EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) is a widely used financial metric for assessing a company's core profitability, eliminating non-operational factors that may distort financial performance. This article explores the definition, formula, and advantages of EBITDA, along with practical applications. Additionally, the article discusses the limitations of EBITDA, including its exclusion of capital expenditures and comparability issues as a non-GAAP metric.
2024/10/18
FedWatch is a tool developed by the Chicago Mercantile Exchange (CME) to predict the probability of future rate hikes or cuts by the Federal Reserve. It calculates these probabilities based on the prices of "30-day Federal Funds" futures, offering insights into market expectations. The tool provides both short-term and long-term interest rate forecasts and includes the Fed officials’ dot plot to help analyze policy direction. With these features, investors can adjust their strategies in line with market expectations, preparing for potential rate changes in advance.
# Financial Tools
# Macroeconomics
# Central Bank
# Federal Reserve
# Asset Management
# Financial Products
