tag:blogger.com,1999:blog-2176979440585416248.post8573042440305027386..comments2024-03-27T13:33:11.706+08:00Comments on 巴黎的價值投資: 分析管理層的言行,書評: Investing between the lines 巴黎http://www.blogger.com/profile/09026111255713306999noreply@blogger.comBlogger13125tag:blogger.com,1999:blog-2176979440585416248.post-43246185141111397562021-02-01T18:34:09.010+08:002021-02-01T18:34:09.010+08:00我閱讀此書到1/5,覺得 it's more a promotional material ...我閱讀此書到1/5,覺得 it's more a promotional material for her system, but not really reading into the real behaviors and thoughts of corporate managements. 我自己是MD,長期追蹤追蹤醫藥股,深深覺得此書舉JNJ, PFE, NVS批評沒講到公司 productivity initiatives / positioning actions such as advertising, and marketing, hiring or downsizing, inventory management and supply chain systems... if a specialty pharm company puts emphasis on those topics, I'd describe the management as myopic and totally has no senses in managing a specialty pharmaceutical company. on the other hand, if the management of a generic pharmaceutical company details the above mentioned topics, I'd rate the management with respects. Specialty pharmaceutical companies are operated upon scientific progresses. and scientific progresses are mostly unpredictable, otherwise there will be few clinical trial failures. 他舉三個藥廠應該提及的內容,應該適用於一般製造業。等我看完整本書再來補充。I (I am what I am)https://www.blogger.com/profile/04954089876066796210noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-87362397340343812652019-12-25T02:37:31.847+08:002019-12-25T02:37:31.847+08:00港鐵之前的CEO就被立法局議員罵過dreaming,不過不是很多公司是有壟斷護城河,買低殘股票總有它...港鐵之前的CEO就被立法局議員罵過dreaming,不過不是很多公司是有壟斷護城河,買低殘股票總有它們的問題,這個時候就依靠管理層。巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-19492883937320711892019-12-25T01:58:09.450+08:002019-12-25T01:58:09.450+08:00Pat Dorsey的The Little Book That Builds Wealth一書主要在...Pat Dorsey的The Little Book That Builds Wealth一書主要在講企業的“護城河”。但他在第10章裡蓄意貶低管理與CEO的重要性,我深切覺得“期期以為不可”!要知道,一個“啥厘隆寵”的領導層與管理層,實在不需要多久,就能夠把一家深具“護城河”的大企業、優質企業變成平庸不堪的企業。巴菲特買進可口可樂之前的那一個領導層便是如此!ch liuhttps://www.blogger.com/profile/01201021181210079869noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-82802073746285128492019-12-24T21:29:21.343+08:002019-12-24T21:29:21.343+08:00祝福Ch Liu兄和家人聖誕快樂,新年進步🍾🥂祝福Ch Liu兄和家人聖誕快樂,新年進步🍾🥂巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-80079976696597665252019-12-24T13:40:33.424+08:002019-12-24T13:40:33.424+08:00恭祝巴黎兄闔府聖誕節快樂!恭祝巴黎兄闔府聖誕節快樂!ch liuhttps://www.blogger.com/profile/01201021181210079869noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-7664604155678720562019-12-23T21:39:32.918+08:002019-12-23T21:39:32.918+08:00窮查理兄,好書要細細看👍窮查理兄,好書要細細看👍巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-91798889804430502702019-12-23T21:38:10.694+08:002019-12-23T21:38:10.694+08:00不客氣,祝波哥聖誕快樂。不客氣,祝波哥聖誕快樂。巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-43184090617324032262019-12-23T12:02:50.803+08:002019-12-23T12:02:50.803+08:00Search 了一下, 原來這書已在我的電子書櫃長達半年了 ^^" (近半年忙於閱讀本港b...Search 了一下, 原來這書已在我的電子書櫃長達半年了 ^^" (近半年忙於閱讀本港blogger的著作)<br />馬上把它放在"優先處理名單"!!窮查理的信徒 - SPYhttps://www.blogger.com/profile/16047341276565351180noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-51210576487510948962019-12-22T23:44:42.393+08:002019-12-22T23:44:42.393+08:00謝謝巴黎sir的推介,聖誕快樂!謝謝巴黎sir的推介,聖誕快樂!波哥滾球https://www.blogger.com/profile/10786472928734053589noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-50279891988089955302019-12-22T22:20:56.005+08:002019-12-22T22:20:56.005+08:00Lolo兄,祝你和家人冬至快樂, 團團圓圓。Lolo兄,祝你和家人冬至快樂, 團團圓圓。巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-89593160875593255552019-12-22T15:12:46.649+08:002019-12-22T15:12:46.649+08:00 巴黎Sir 冬至快樂,合家平安! 巴黎Sir 冬至快樂,合家平安!lolohttps://www.blogger.com/profile/10535766541843761706noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-3576178506362752822019-12-22T02:04:17.507+08:002019-12-22T02:04:17.507+08:00Multi兄,不客氣。
我也祝你和你的家庭有一個快樂聖誕。Multi兄,不客氣。<br />我也祝你和你的家庭有一個快樂聖誕。巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-78755146892174294002019-12-21T17:44:20.725+08:002019-12-21T17:44:20.725+08:00PARIS, thanks for the pointers.
Merry Christmas t...PARIS, thanks for the pointers. <br />Merry Christmas to you and family.Multihttps://www.blogger.com/profile/09696669226080091793noreply@blogger.com