Expert's View 名家觀點
十月 1 , 2024
by Charles Cheng, CFA In 1979, psychologists Daniel Kahneman and Amos Tversky published a paper called “Prospect Theory” that changed how we think about decision-making. They showed that people don’t always make r […]
九月 1 , 2024
by Charles Cheng, CFA Some of the world’s most famous investors have emphasized the importance of pricing power for companies they invest in. Warren Buffett has said, “The single most important decision in evaluating a busine […]
八月 1 , 2024
by Charles Cheng, CFA In the recently released official biography of Elon Musk by author Walter Isaacson, there is a story of the famed entrepreneur at a friendly poker game. He would go all in on every hand, lose and then go buy […]
七月 1 , 2024
by Charles Cheng, CFA In 2024, an unusually large number of elections are being held, in 64 countries, involving nearly half of the world’s population. These, with those that have already taken place, include the United States, India, […]
六月 1 , 2024
by Charles Cheng, CFA World equities resumed their upward course in May with both the MSCI World and S&P 500 indices climbing to all time highs. Meanwhile, Berkshire Hathaway, the company of Warren Buffett, announced that it had ra […]
五月 1 , 2024
by Charles Cheng, CFA Investing in single bonds issued by companies is something that most individual investors usually don’t practice, given the relative difficulty of making transactions versus buying and selling stocks and due t […]
四月 1 , 2024
by Charles Cheng, CFA Most investors who are building a portfolio solely for their own account, are doing so on a part time basis rather than part of a full-time job. They may or may not be experts in financial statement anal […]
三月 1 , 2024
by Charles Cheng, CFA John Maynard Keynes is famous for his contributions to the field of economics, with his ideas providing the foundation for modern macroeconomic policy. Less known is the fact that he is also one of the notable inv […]
二月 1 , 2024
by Charles Cheng, CFA In the world of investing, where numerous factors contribute to financial success, the concept of liquidity is often overlooked. Yet, its impact on portfolio management and investment decisions can be significant. […]
一月 1 , 2024
by Charles Cheng, CFA Legendary investor Charlie Munger passed away at the age of 99 in November. He is best known for his longtime partnership with Warren Buffett in managing Berkshire Hathaway, together having one of the most succ […]
十二月 1 , 2023
by Charles Cheng, CFA Previously we have talked about how investors should decide on an investing style suitable for their circumstances and abilities, such as becoming a long-term investor as opposed to a trader and vice vers […]
十一月 1 , 2023
by Charles Cheng, CFA Amid a time of political crises, global conflict, and rising commodity prices, it’s easy to forget that now is still a time of incredible innovation and potentially transformative technologies. The Web 1.0 an […]
今年度撥款300萬元與校內合作推動TPR (Tunghai Promote),同時亦撥款1200萬供新極限進行TPR校外行銷 ,詳見「111年度TPR行銷東海」。
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