以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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SimeonResearch_
8 atoms · 跨 5 天 · 首见 2026-04-27 · 最近 2026-06-30
三色: 🟦 fact 1 · 🟥 take 7 · stance ▲1/▼3/◆3
来源: X 8
时态: fresh:7 · aging:1
标签: 好观点:4 · 好思考:4 · 好数字:1
叙事 (narrative) (5)
- 2026-05-14 · 错失投资机会
One of the few ideas i really regret not pulling the trigger on last year, alongside $SLYG.F
tags: 好观点·好思考 · → daily
value: date=2025
- 2026-06-30 · PnL 受益于
What has helped the PnL this year a lot ... I tried more to kill my ideas instead of trying to validate them further ... Trimming when the valuation threshold was above what I was comfortable with (this also helped rotate onto new ideas constantly)
tags: 好思考 · → daily
value: date=2026
- 2026-06-30 · 认为 投资框架与心态 同等重要 于 选股研究
The overall framework/mindset/approch is equally important as our research process to pick stocks.
tags: 好观点 · → daily
value: date=2026
- 2026-05-27 · 观察: 90%的pitch是AI生成且不提风险
90% of the pitches are ai generated and do not mention the risks
tags: 好观点 · → daily
- 2026-04-27
[老化中] · Stock will not follow FCF but the cash flow the company will produce in the future
Stock will not follow FCF but the cash flow the company will produce in the future 😉
tags: 好观点 · → daily
立场 (position) (2)
- 2026-06-30 · 反思 未足够加仓A+机会
What I could have done better ... Size up the initial position better on the A+ set ups
tags: 好思考 · → daily
value: date=2026
- 2026-06-30 · 反思 减仓过于激进
Trim less aggressively, as I did not get the most out of some investments this year
tags: 好思考 · → daily
value: date=2026
事实 (fact) (1)
- 2026-06-12 · 最大仓位上限
Max I will ever size 20% never gone above that.
tags: 好数字 · → daily
value: qty=20%
时间轴 (近 20)
- 2026-06-30 ·
narrative · PnL 受益于 · → daily
- 2026-06-30 ·
position · 反思 未足够加仓A+机会 · → daily
- 2026-06-30 ·
position · 反思 减仓过于激进 · → daily
- 2026-06-30 ·
narrative · 认为 投资框架与心态 同等重要 于 选股研究 · → daily
- 2026-06-12 ·
fact · 最大仓位上限 · → daily
- 2026-05-27 ·
narrative · 观察: 90%的pitch是AI生成且不提风险 · → daily
- 2026-05-14 ·
narrative · 错失投资机会 · → daily
- 2026-04-27 ·
narrative · Stock will not follow FCF but the cash flow the company will · → daily
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