來PO點最近在看的東西好了，好像有點久沒PO正經的東西(咦? 這邊有PO過正經的東西???)
1.14th Annual Pershing Square Value Investing and Philanthropy Challenge
https://www.youtube.com/watch?v=2H1mBKK9rk8
跟最近看報告的感覺差不多，看完估值就差不多可以直接關了(???
2.Yen Liow 講自己投資策略的思路流程
https://www.youtube.com/watch?v=UbZq701I9S4
3.拜登公司稅的實質影響分析
https://aswathdamodaran.blogspot.com/2021/04/the-corporate-tax-burden-facts-and.html
4.揣測小老虎們破壞VC市場的策略和想法
https://randle.substack.com/p/playing-different-games?fbclid=IwAR1YrByh5k65q-ixqlNdJFAFM1-fyluGB7guSqvOn_HdTLLr98KO6Cre1HY
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