본문 바로가기

투자62

[뉴스노트] 2024년 1월 뉴스 (1/1/24-1/27/24) 이제까지 올리지 못했던 1월 뉴스 메모한 것을 기록해 보도록 하겠다. 1월은 AI에 대한 기사, 금리에 대한 기사, 중국, 그리고 미국 대선에 대한 기사 위주로 메모했다. 1월 첫째 주 (1/1/24-1/7/24) 1/1/24 NY Times: Boom in AI calls for copyright laws; “fair use” doctrine lets ppl build on copyrighted work 1/2/24 NY Times: Britain’s electricity is under-invested; overriding sense of things not working; NIMBY-ism 1/3/24 NY Times: India is growing FAST, from output perspecti.. 2024. 1. 28.
[투자일기] PSTG (Pure Storage)매수: 매수 이유, Exit Strategy 이번주, Pure Storage라는 Storage as a Service 회사 주식을 주당 $41.2에 매수했다. 회사 소개 Pure Storage, Inc., together with its subsidiaries, provides data storage technologies, products, and services in the United States and internationally. The company’s Purity software is shared across its products and provides enterprise-class data services, such as data reduction, data protection, and encryption, as well as st.. 2024. 1. 25.
[Corporate Finance] Foundation of Finance Topics (10): Market efficiency Market efficiency refers to the extent to which stock prices reflect all available, relevant information. The Efficient Market Hypothesis (EMH) suggests that at any given time, prices fully reflect all available information on a particular stock and/or market. In an efficient market, securities are always traded at their fair value, making it impossible for investors to purchase undervalued stoc.. 2024. 1. 18.
[Corporate Finance] Foundation of Finance Topics (9): Options and Futures While diversification can’t eliminate systematic risk, investors use other strategies to manage it, such as hedging. Hedging might involve using financial instruments like options or futures to protect against market-wide losses. - [Corporate Finance] Foundation of Finance Topics (4): Portfolio Theory Options and futures trading can offer significant benefits, such as hedging and speculative opp.. 2024. 1. 18.
[Corporate Finance] Foundation of Finance Topics (8): Fixed Income Securities Fixed income securities are financial instruments like bonds, which provide returns in the form of regular (or fixed) interest payments and the return of principal at maturity. In other words, these are financial instruments that pay a fixed amount of interest or dividend income to investors until maturity. Upon maturity, investors are repaid the principal amount invested. Examples include bonds.. 2024. 1. 17.
[Corporate Finance] Foundation of Finance Topics (7): Common Stock Valuation Common Stock Valuation is a critical concept in finance, focusing on determining the intrinsic value of a company's shares. This valuation is crucial for investors and analysts to make informed decisions regarding buying, selling, or holding stocks. Here's an in-depth look at the key methods and concepts involved: Fundamental Analysis Fundamental analysis involves examining a company's financial.. 2024. 1. 17.