· 方法论

说明自己靠跨行业经验和规则提炼 alpha

中文翻译

我主要靠的是人生经历的积累、反复试错(尤其是在期权上),以及行业知识来寻找 alpha。 我的强项主要在金融科技和 AI。 我不碰生物科技,因为我很确定像 Shkreli 这种人在那个领域可能是天花板级别的投资者。 同样地,也许你对能源交易、游戏或国防更懂,所以你能从中找到 alpha,跑赢市场。 但我上面提到的每个领域,其实都有一些通用规则,大家在研究股票时都可以考虑进去。

英文原文

Just based on culmination of life experiences, mix of trial and error(especially for options), and domain knowledge for generating alpha. Mine happens to be around fintech and AI. I don’t touch biotech while others im sure like Shkreli are probably god-tier investors in that space. And maybe you happen to know more about the energy trades, gaming, or defense that you can outperform the the market in from finding alpha. But there’s certain sets of rules that apply across every single domain that I posted above that ppl can take into account when doing research into stocks

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