tag:blogger.com,1999:blog-12621369.post113694875006968225..comments2023-11-02T22:32:05.579+08:00Comments on 國金外望全集(連comments)。方卓如: 街頭訪問方卓如http://www.blogger.com/profile/00247999836181864886noreply@blogger.comBlogger35125tag:blogger.com,1999:blog-12621369.post-1139238211842760972006-02-06T23:03:00.000+08:002006-02-06T23:03:00.000+08:00Earn residual income for a lifetime.Earn residual income for a lifetime.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-12621369.post-1137054537221315572006-01-12T16:28:00.000+08:002006-01-12T16:28:00.000+08:00報紙應該都行卡特爾,所以唔可以隨便加價?報紙應該都行卡特爾,所以唔可以隨便加價?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-12621369.post-1137051092042798092006-01-12T15:31:00.000+08:002006-01-12T15:31:00.000+08:00外國很流行一些投資會,衹要有10,000人,每人出資300,000元,其中十份一付給林生和木宰羊先生...外國很流行一些投資會,衹要有10,000人,每人出資300,000元,其中十份一付給林生和木宰羊先生作花紅,90%成立投資基金,每人一票投票select每種己受專家評認的投資工具(如股,fund,Fx,commodityies,futures),有100%會員支持的買5%,(10%支持的買0.5%),一年revise二次,派息一次.<BR/>而報社的資料庫由會員租用翻閱他們要用的data.報張改作每週二天出報,而營運出報的員工仍純作花紅制,廣告及賣紙和資料租閱收入扣了開支,便分成給員工,而會員則單靠基金操作去得取盈利or 虧選.<BR/>會員心中衹求回報林生多年教育吾等平民經濟知識之心血,不想有profit.<BR/>而林生願為會長更求之不得.謝謝.<BR/>希望蔡東豪先生協助,使林生考慮.<BR/>本人對李生沒有不良印象,NowTV如加入信報概念我也認同,衹是社會現在以怨行事,聰明如李Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-12621369.post-1137048662399481482006-01-12T14:51:00.000+08:002006-01-12T14:51:00.000+08:00"我同孔少林有n面之源"--> 甚麼時候信報讀者也做了 name dropper? 真是唔講唔知,原..."我同孔少林有n面之源"<BR/><BR/>--> 甚麼時候信報讀者也做了 name dropper? 真是唔講唔知,原來孔少林這位財金高人,竟然有一位如 losowong 這般 finance 水平的“有n面之源”之朋友(?),亦一怪事也。有一些事,講了出來,別人不會 impressed, 但講者反而自暴其淺薄。戒之,戒之。Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-12621369.post-1137047736342153422006-01-12T14:35:00.000+08:002006-01-12T14:35:00.000+08:00小弟一直有一個問題如果信報一直lose money,為什麼不加價呢?因我信看信報的人不在乎每日俾多兩...小弟一直有一個問題<BR/>如果信報一直lose money,<BR/><BR/>為什麼不加價呢?<BR/>因我信看信報的人不在乎每日俾多兩至三元Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-12621369.post-1137046990998723072006-01-12T14:23:00.000+08:002006-01-12T14:23:00.000+08:00信報的公信力不能收購, 沒有了中肯, 批判力, 信報已不再是信報信報的公信力不能收購, 沒有了中肯, 批判力, 信報已不再是信報Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-12621369.post-1137046748236516402006-01-12T14:19:00.000+08:002006-01-12T14:19:00.000+08:00"sorry 鍋, “如果冇錢賺,如何能叫這價錢,難道買家真的做善事” -- 剛出來的figures..."sorry 鍋, “如果冇錢賺,如何能叫這價錢,難道買家真的做善事” -- 剛出來的figures, 都話信報蝕ing錢。So? Then?"<BR/><BR/>--> You don't even know the ABC of finance. The past is history. The price reflects the "future" value of an asset.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-12621369.post-1137041957693629362006-01-12T12:59:00.000+08:002006-01-12T12:59:00.000+08:00"如果你話用DCF就找到outright sale value"從沒見過有人會如此明目張膽地「屈」人..."如果你話用DCF就找到outright sale value"<BR/><BR/>從沒見過有人會如此明目張膽地「屈」人。Since when did I say DCF can find the right sale value? Where is the relevant quote? I said clearly that "Everyone knows that the model is problematic."<BR/><BR/>On the other hand, I can quote you as saying: <BR/><BR/>成立基金?<BR/>據路邊社消息, "信報"長期蝕錢...<BR/>如果冇錢賺, 終有一日坐食山崩.”<BR/><BR/>Don't insult the intelligence of the readers--why put a Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-12621369.post-1137040989502690662006-01-12T12:43:00.000+08:002006-01-12T12:43:00.000+08:00"我唔會再同閣下討論DCF, 因為 too simple & naïve."Too bad you ..."我唔會再同閣下討論DCF, 因為 too simple & naïve."<BR/><BR/>Too bad you still cannot come up with even one alternative to the DCF model that is generally accepted by the finance community.<BR/><BR/>是誇誇其談之輩,坦然承認吧。Hiding behind empty words such as "too simple & naïve" won't help. You cannot even come up with a more original phrase than the one coined by 江澤民。Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-12621369.post-1137039088983418772006-01-12T12:11:00.000+08:002006-01-12T12:11:00.000+08:00I have no ideas why you can make this comment. If ...I have no ideas why you can make this comment. If we think Mr Lam will not care about the valuations, we do not even need to think about the mutualization plan. We just need to ask him to distribute the shares to the readers. We think about the mutualization coz that is the only reasonable way to get enough financing as an alternative bid.<BR/><BR/>As far as I notice, I can see no one boasting Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-12621369.post-1137035447286056232006-01-12T11:10:00.000+08:002006-01-12T11:10:00.000+08:00By the way, I am the first in this blog to propose...By the way, I am the first in this blog to propose the idea of 基金. Immediately, losowong rejects the idea, saying:<BR/><BR/>成立基金?<BR/><BR/>據路邊社消息, "信報"長期蝕錢...<BR/><BR/>如果冇錢賺, 終有一日坐食山崩.<BR/><BR/>Now, everyone is excited about the idea of 基金. Why didn't I see losowong respond to his previous view? Did he support the idea of 基金 now, or did he stand by his former view?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-12621369.post-1137034200898316312006-01-12T10:50:00.000+08:002006-01-12T10:50:00.000+08:00"How can u accurately forecast free cash flow?"No ..."How can u accurately forecast free cash flow?"<BR/><BR/>No one can. Everyone knows that the model is problematic. But so far, no one has come up with a better--or more generally accepted--model.<BR/><BR/>If losowong is so smart, why doesn't he come up with a model that really can "accurately" forecast free cash flow? Maybe he will become Hong Kong's first Nobel laureate in Economics.<BR/><BR/>Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-12621369.post-1137031818524867252006-01-12T10:10:00.000+08:002006-01-12T10:10:00.000+08:00I don't think 孔少林 = 原復生 = 蔡東豪. Next magazine was ...I don't think 孔少林 = 原復生 = 蔡東豪. Next magazine was probably wrong. <BR/>孔少林 is just a younger friend of 蔡東豪. Of course they are equally 有料.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-12621369.post-1137029042373996382006-01-12T09:24:00.000+08:002006-01-12T09:24:00.000+08:00我還記得曹仁超在 89年6‧4 後,建議讀者入市買股票,說鮮血滿街時,便是入市最佳時機,因而被眾人痛...我還記得曹仁超在 89年6‧4 後,建議讀者入市買股票,說鮮血滿街時,便是入市最佳時機,因而被眾人痛罵。曹仁超以後亦在其專欄多次提及此事,感慨不而。各位記得否?<BR/><BR/>今天名位對信報放盤的反應,亦和當年讀者一樣,政經不分。<BR/><BR/>信報賣盤,各位是局外人,當然可以用一個超然的態度,指點江山,說甚麼 DCF model not applicable :P 云云。可笑的是,當事人包括山木先生和曹佬,卻明碼實價,同那位受一眾卑視的小超,商議收購事宜。我絕對相信,在談 deal 時,小超的team,一定會用 DCF 等 model 和山木曹佬,討價還價。<BR/><BR/>各位誇誇所談的 mutualization plan,大家心知肚明,機會是零。<BR/><BR/>想不到信報和山木先生多年心血,只教導了一批口頭激昂,誇誇其談之輩。悲哉,悲哉。Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-12621369.post-1137003083516129522006-01-12T02:11:00.000+08:002006-01-12T02:11:00.000+08:00有無高人可以指點在下, 怎樣用Bloomberg 睇or聽番老曹在Bloomberg嘅訪問?? Th...有無高人可以指點在下, 怎樣用Bloomberg 睇or聽番老曹在Bloomberg嘅訪問?? Thanks so much.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-12621369.post-1137002405779679522006-01-12T02:00:00.000+08:002006-01-12T02:00:00.000+08:00About the the plan of mutualization:用 HK$10 - 20k ...About the the plan of mutualization:<BR/><BR/>用 HK$10 - 20k per head, (plus $36 every week in future)保留信報, 使自己未來幾廿年有份中文香港報紙睇吓, 同時為自己嘅下一代留低一條了解時事同投資嘅門路, its ok for me.<BR/><BR/>Anyway its hard to quantify the effect of 信報 to me and my next generation. (DCF model not applicable :P ) I learn investment from 信報. I believe 信報 is a good start for my kid if one day he/she would like to seek financial Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-12621369.post-1136993392761186422006-01-11T23:29:00.000+08:002006-01-11T23:29:00.000+08:00I want to join the plan of mutualization. let me k...I want to join the plan of mutualization. let me know when actionAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-12621369.post-1136991838700177202006-01-11T23:03:00.000+08:002006-01-11T23:03:00.000+08:00知道新一期壹週刊頭條關乎 信報 動向,第一時間翻來看。然後按奈不了心情,一定要來說幾句話。首先,最驚...知道新一期壹週刊頭條關乎 信報 動向,第一時間翻來看。然後按奈不了心情,一定要來說幾句話。<BR/>首先,最驚喜是:孔少林 = 原復生 = 蔡東豪。<BR/>記得第一次看到 原是物語 這專欄名稱已奇怪 --- 為甚麼偏選一個跟 原氏物語 相同的名字?當時蔡東豪已離開『文壇』,而他的前專欄 原氏物語 享負盛名。一般來說,很少新專欄作者願意起用同音名字。怪不得,是東主本人~<BR/>倒是有真材實料的能讓人分辨出來。第一次看到孔少林的文章,已覺『有料到』,從此追看。<BR/><BR/>原來林在山已沒參與 信報 日常營運。然後,沒想到她是那麼高傲的人。一直以為行止的孩子教養必定是第第第一流,除了知書識禮,還會禮賢下士。但,她竟連曹仁超也不叫一聲曹叔叔;樓上燕窩 想要在 信報 登廣告,她會說『什麼來的?o甘cheap~』;又免費為黎明演唱會登廣告(記得我的反應是莫名其妙。一來我從未見過 信報 有Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-12621369.post-1136977110514340132006-01-11T18:58:00.000+08:002006-01-11T18:58:00.000+08:00I think we should organize ourselves to express ou...I think we should organize ourselves to express our support for the "mutualization" idea.<BR/><BR/>The actual details may not be that easy but I think we can sort it out step by step. How about setting up a website for people to sign first?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-12621369.post-1136977074485454312006-01-11T18:57:00.000+08:002006-01-11T18:57:00.000+08:00看來目前是正 tough negotiation,林先生 请三思 ; 問閣下知不知 ;信報在中國歷史...看來目前是正 tough negotiation,林先生 请三思 ; 問閣下知不知 ;<BR/>信報在中國歷史上是有無可般代 的地位 ;<BR/>不用說唐宋元明 , 能 influence 50 M 的海<BR/>外華人 ,令知識份子不能不讀的 ,古有那份報紙 ?<BR/>我也畧知閣下的苦處 !<BR/>10多年前,聞信報值十億, 不止年年賺錢 , 而且地位高 . 但2年前則聞辛苦经營,月賠 1 M ,我外行人也看到其中原因 一 二 . 由於 言論 獨立 ,有一說 一,不賣賑给政府 ,所以此大客 (政府)不多給廣告 ( 此看 可 笑 ,香 港首名公信力 報-政 府不大力支持,反要使糹巠濟 壓力使就 範 ,(那時特區領導人董先生 是内行人-星島報 的 NON EXCUTIVE DIRECTOR , 董先生是清楚怎樣搞報紙 .) 但林先生 獨力支持幾年 ,言論也多給輕視 ,所以林先生 這幾年Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-12621369.post-1136971941269475092006-01-11T17:32:00.000+08:002006-01-11T17:32:00.000+08:00大班的專欄,我估唔會消失的,至少楷哥唔似會咁對大班。但練乙錚的回憶錄,此成絕響也。大班的專欄,我估唔會消失的,至少楷哥唔似會咁對大班。<BR/><BR/>但練乙錚的回憶錄,此成絕響也。黃世澤 Martin Oeihttps://www.blogger.com/profile/02944587470715833436noreply@blogger.comtag:blogger.com,1999:blog-12621369.post-1136960187187480332006-01-11T14:16:00.000+08:002006-01-11T14:16:00.000+08:00樂觀的會見到 "不敗的魔術師" 專欄會在方卓如旁邊出現。更樂觀會見到一齣名為 "國金外望之周日床上"...樂觀的會見到 "不敗的魔術師" 專欄會在方卓如旁邊出現。<BR/><BR/>更樂觀會見到一齣名為 "國金外望之周日床上" 3 級片會在 pccw 3g 網絡獨家放送。會唔會由呢期當紅的梁詠琪和葉璇飾演雲妮和美蓮呢 ?<BR/><BR/>若回歸現實會預見毛孟靜、大班、王岸然、馬家輝等一個一個會寫反建制評論的專欄作家在信報悄悄消失。練乙錚再想在信報寫回憶錄 ? 唔使旨意。Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-12621369.post-1136959379574083852006-01-11T14:02:00.000+08:002006-01-11T14:02:00.000+08:00新報屬楊受成,係英皇娛樂集團唯一既報紙,佢唔會賣瓜以報導經濟為主既得信報同經濟,而又以信報個朵較堅新報屬楊受成,係英皇娛樂集團唯一既報紙,佢唔會賣瓜<BR/>以報導經濟為主既得信報同經濟,而又以信報個朵較堅Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-12621369.post-1136957969861000752006-01-11T13:39:00.000+08:002006-01-11T13:39:00.000+08:00to ac:how you get 250k?250M/20k = 12.5k if you ass...to ac:<BR/>how you get 250k?<BR/>250M/20k = 12.5k if you assume only half of the readers will do it, it becomes 25k<BR/>Of couse, it is still not a price that everyone will pay. However, I believe some of the people may be willing to pay higher so some can pay lower.<BR/>I believe the readers of HKEJ are mostly middle class people and they are really to pay a premium for keeping a good newspaper Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-12621369.post-1136957415067796632006-01-11T13:30:00.000+08:002006-01-11T13:30:00.000+08:00我覺得小超只是想借信報攪起他的傳媒王國,不會長揸,用完即棄.我覺得小超只是想借信報攪起他的傳媒王國,不會長揸,用完即棄.Anonymousnoreply@blogger.com