Saturday, November 2, 2019

2019-11: 痛苦的一年,折腾的一年,成熟的一年,38周岁生日感言

2019-11-02: 上午的时候花了大概两个小时一直在总结最近的股票图形并安排好下个星期的策略,倒是有一个策略让自己想着是不是可以尝试,就是在靠近报业绩的前一两日买入,同时sell cover call在保守的strike price, 不求有大的涨幅,能够有1-2%,甚至0.5%都可以,要知道这是在相当短的时间里的"近乎稳定的"回报!但是这些股票必须满足一定的条件: 必须是关乎国计民生的大型股票,而且最好是已经有大一些跌幅的,换句话说业绩必须是报得很烂很烂才会有再次很大的跌幅,当然,要注意好时间, 最好是在靠近走周五的附近,关键是要保守!strike price至少要下探5%!

2019-11-03: 早上一早起来到咖啡店看书:"4 hours workweek" by Tim,
Money is multiplied in practical value depending on the number of W’s you control in your life: what you do, when you do it, where you do it, and with whom you do it. I call this the “freedom multiplier.”

Using this as our criterion, the 80-hour-per-week, $500,000-per-year investment banker is less “powerful” than the employed NR who works 1⁄4 the hours for $40,000, but has complete freedom of when, where, and how to live. The former’s $500,000 may be worth less than $40,000 and the latter’s $40,000 worth more than $500,000 when we run the numbers and look at the lifestyle output of their money.

Options—the ability to choose—is real power. This book is all about how to see and create those options with the least effort and cost. It just so happens, paradoxically, that you can make more money—a lot more money—by doing half of what you are doing now.

I can’t give you a surefire formula for success, but I can give you a formula for failure: try to please everybody all the time.

Everything popular is wrong.

Different is better when it is more effective or more fun. If everyone is defining a problem or solving it one way and the results are subpar, this is the time to ask, What if I did the opposite? Don’t follow a model that doesn’t work. If the recipe sucks, it doesn’t matter how good a cook you are.

When I was in data storage sales, my first gig out of college, I realized that most cold calls didn’t get to the intended person for one reason: gatekeepers. If I simply made all my calls from 8:00–8:30 A.M. and 6:00–6:30 P.M., for a total of one hour, I was able to avoid secretaries and book more than twice as many meetings as the senior sales executives who called from 9–5. In other words, I got twice the results for 1/8 the time.

2019-11-03: 过去的一年,是会在自己生命里留有深深印记的一年,有好些事情都是让自己第一次碰到,第一次跟自己的同事(下属)闹矛盾,第一次跟自己的老板闹矛盾,第一次碰到相当丑恶的politics, 第一次在找工作的过程当中深受打击,碰了好多次各种各样的壁,让自己对未来的职业发展深深感受到担忧,原本以为自己的技术上面一直都是很不错的,有相当的自信的,但是这些碰壁让自己知道,光靠以前学习的那些半斤八两还是不够的,时代是在不断的进步变化的,自己得保持一个持续的学习过程,不然将来很容易会被这个时代淘汰!同时也让自己清楚的认识到,光是一直在替公司打工的历程是不可持续的,未来如何让自己有个体面的转型,而不是一直朝九晚五一直到公司把自己开掉或者再也找不到合适的公司去工作,这是很还有可能会很快发生的!

之前看的书有说到,the depth of your life is depending on how many unconfortable situations you have dealt with! 照这个说来,过去的一年,还是有相当的depth,除了在工作上面的一大堆事情,还有一个事情让自己有些庆幸,那就是自己对股票投资能够越来越保守,越来越少亏钱!真正的终极目的,就是能够每个月大概1%的笨的稳定的收入,那就相当的不错了!

2019-11-10: 上周跟老板的一个谈话,让自己意识到自己的谈话方面有些地方做得不是很好,需要更好的注意才行,本来是不怎么关系到自己的事情,自己本来也不是很想去掺合,只不过因为另外一个teammate Neda最近老是来找茬,说我做的项目里面用的model很多是rule based,让我很是不爽,于是在会议上面反问她了好些问题,有些争锋相对的意思,当然,这是我自己做的东西,自己都不能够去defense的话,那凭什么让别人去相信你做的东西,自己的意思应该是没有太aggressive的,老板应该是知道的,只不过自己的表达上面有些不是很合适,需要以后再多多练习,怎么把话说得更加圆滑一些,让大家觉得更加有说服力。


2019-11-14:昨天下午去附近的一个公司confie面试,是一家小型的保险公司,在我看来还是练手用的,那边的老板人看起来人不错,越南裔,76年出生的,有两个娃,5岁和7岁,以前有技术的背景,但是很明显感觉到他有他很强的想法,可能有些地方他会比较 push一些,除此之外对他没有什么太大的问题,人总体还是很nice的。

2019-11-15:
昨晚花一个小时看完纪录片:走进盖茨,有一个情节让我很是惊叹,都这么大的年纪的人了,还是坚持每个星期大概阅读15本书的记录,都是秘书帮他准备好的,人家之所以是首富,有个很重要的本事是快熟阅读,一个小时可以读150页的书,而且能够理解消化得很好!跟人谈话的时候很快都是他把谈话变成他的说教,因为都是他懂得更多!这种人说他不成功都很难!

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