中文翻译
没问题！我只是喜欢公开分享我的投资论点，而不是通过 Substack 等付费订阅来收费（当然，我并不反对那些这样做的人）。 股市是正和博弈，如果信息方向正确，每个人都能受益。 市场（以及很可能包括机构）最终会发现这类瓶颈或供应链公司。我个人喜欢公开免费地分享我找到的任何超额收益(alpha)或研究成果，以减少散户与机构之间的信息不对称。
· 方法论
博主主张公开免费分享研究，旨在减少散户与机构间的信息不对称。
英文原文
No problem! I just like to share my thesis publicly rather than charging for it behind substacks (no issue for people that do though). Stocks are positive sum where everyone benefits if information is directionally correct. Markets (and likely institutions) would discover these types of bottlenecks or supply chain companies eventually. I just personally like distributing any alpha or research I find publicly and free to reduce the information asymmetry between retail and institutions.