Podcast | Crocodile Pop

 

Crocodile Pop

Jan 09, 2024 (24:10)

Crocs investors are expecting slower sales growth this year, but they’re still celebrating.

(00:21) Ricky Mulvey and Bill Barker discuss:
- Boeing’s door plug accident, and what it means for the business.
- Crocs updated sales guidance, and low valuation.
- Why investors seem to always celebrate layoff announcements.

Plus, (13:08) Robert Brokamp and Alison Southwick share some advice for a healthier new year.

Dividends report: www.fool.com/2024dividends

Companies discussed: BA, SPR, CROX

Hosts: Ricky Mulvey, Alison Southwick
Guests: Bill Barker, Robert Brokamp
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices

The Motley fool | Stock advisor | $299 annual fee in Canada

 Stock Advisor Canada has

nearly DOUBLED the S&P/TSX Index over the last 9 years

The Stock Advisor Canada team has outperformed the
market by nearly 2-to-1 by rigorously combing every corner of every industry for
overlooked companies poised to shatter the market – often when these businesses are
flying under Wall Street’s radar.

India's Akasa Air orders 150 Boeing planes: CEO

芯片战争 | P210-213 关于光刻机

 设想一下复制一台阿斯麦的EUV光刻机需要什么，这台机器花了近30年的时间来开发和商业化。EUV光刻机具有多个部件，这些部件本身构成了极其复杂的工程挑战。在EUV光刻机系统中，复制光源需要完美识别和组装457329个零件。一个单一的缺陷可能会导致严重的延迟或可靠性问题。即使已经获得了阿斯麦的设计规范，这种复杂的机器也不能像文件一样简单地复制和粘贴。即使有接触专业信息的机会，也需要一位熟悉科学的光学或激光博士。即使有这样的人才，可能仍然缺乏开发EUV光刻机的工程师们30年来积累的经验。

也许在十年内，中国可以成功建造自己的EUV光刻机。如果成功的话，该项目将耗资数百亿美元。但是，当该设备准备就绪时，它将不再是最先进的设备，这必然是令人沮丧的。到那时，阿斯麦将推出一种新一代工具一高孔径EUV光刻机，计划于21世纪20年代中期推出，每台机器的成本为3亿美元，是第一代EUV光刻机的两倍。即使未来中国的EUV光刻机与阿斯麦目前的设备一样好，但考虑到美国将试图限制中国从其他国家获取部件的能力，中国芯片制造商将难以用该设备生产盈利。因为到2030年，台积电、三星和英特尔已经使用自己的EUV光刻机十年了。在此期间，这些公司将完善自己的使用方式，并且支付了这些工具的成本。到那时，相比使用中国制造的EUV光刻机的公司，它们能够以便宜得多的价格出售使用阿斯麦EUV光刻机生产的芯片。 EUV光刻机只是通过跨国供应链制造的众多工具之一。将供应链的每一部分都国产化的代价将异常昂贵。全球芯片行业每年的资本支出超过1000亿美元。除了补齐目前缺乏的专业知识和设施基础之外，中国还必须考虑这些支出。建立一个尖端的、全国范围内的供应链将需要至少十年的时间，这段时间内的成本将远超过1万亿美元。 这就是为什么中国实际上并没有追求全部国产化的供应链。中国认识到这根本不可能。中国希望建立一个非美国的供应链，但由于美国在芯片行业的影响力及其出口法规的域外权力，非美国的供应链也不现实，但在遥远的未来有可能实现。对于中国来说，在某些领域减少对美国的依赖，增加其在芯片行业中的整体影响力，尽可能多地摆脱瓶颈技术是可行的。

Chip War: The Fight for the World's Most Critical Technology Hardcover – Oct. 4 2022

by Chris Miller (Author) 

The Financial Times Business Book of the Year, this epic account of the decades-long battle to control one of the world’s most critical resources—microchip technology—with the United States and China increasingly in fierce competition is “pulse quickening…a nonfiction thriller” (The New York Times).

You may be surprised to learn that microchips are the new oil—the scarce resource on which the modern world depends. Today, military, economic, and geopolitical power are built on a foundation of computer chips. Virtually everything—from missiles to microwaves—runs on chips, including cars, smartphones, the stock market, even the electric grid. Until recently, America designed and built the fastest chips and maintained its lead as the #1 superpower, but America’s edge is in danger of slipping, undermined by players in Taiwan, Korea, and Europe taking over manufacturing. Now, as Chip War reveals, China, which spends more on chips than any other product, is pouring billions into a chip-building initiative to catch up to the US. At stake is America’s military superiority and economic prosperity.

Economic historian Chris Miller explains how the semiconductor came to play a critical role in modern life and how the US became dominant in chip design and manufacturing and applied this technology to military systems. America’s victory in the Cold War and its global military dominance stems from its ability to harness computing power more effectively than any other power. Until recently, China had been catching up, aligning its chip-building ambitions with military modernization.

Illuminating, timely, and fascinating, Chip War is “an essential and engrossing landmark study" (London Times).

Stanley Chiang | System design book: Hacking the System Design Interview: Real Big Tech Interview Questions and In-depth Solutions Paperback – July 22 2022

 About the author

Stanley Chiang is a software engineer at Google, where he designs and builds large-scale distributed systems. He previously worked at technology startups, where he created and scaled systems from zero to millions of users. He has also worked in quantitative trading at Goldman Sachs, building high-frequency trading algorithms. He holds a B.A. in Physics and an M.S. in Applied Mathematics, both from Harvard University.

#1 Book Pick for System Design Interviews by Five Books in 2022.

Get the inside edge for your system design interview.

Written by a software engineer at Google, this book will teach you how to ace the system design interview. This book includes real interview questions based on hundreds of interviews conducted at big tech companies, and their detailed solutions. Learn software and system fundamentals in clear and engaging lessons, distilled from 15+ years of experience.

In this book, you will learn:

• A systematic approach to tackling any system design question by studying step-by-step solutions to real system design interview questions
• How to design systems by using recurring components, the building blocks of systems
• The fundamentals of a software system: servers, services, machines, applications, components, and modules
• Patterns in service design: microservices vs. monolith, orchestration vs. choreography, loose coupling, and high cohesion
• Database concepts: data modeling, relational vs. NoSQL, denormalization, replication, and consistency
• Distributed system principles: integration, networking protocols, REST vs. RPC, and CAP theorem

Based on hundreds of interviews, Hacking the System Design Interview is the definitive guide to learning about systems and building a comprehensive foundation for your interview. It provides an insider view of the big tech interview process, and provides proven techniques that will help you succeed in your interview.

Hacking the System Design Interview will prepare you for success in your next tech interview. Get the book today, and get your dream job tomorrow.

Walk through designs of recurring components that are the building blocks of systems:

• Web server
• API gateway
• Load balancer
• Distributed cache
• Asynchronous queue
• Object storage
• CDN
• Fan-out service
• Unique ID generator
• And more ...

Learn a systematic approach to tackling any system design question by studying step-by-step solutions to real system design interview questions, including:

• Newsfeed and Timeline: build a performant system that provides real-time newsfeed updates.
• Rideshare Application: use R-trees to build a system for spatial indexing and location-based searching.
• Social Network Graph Search Algorithm: create a bidirectional search to traverse a social network.
• Track the Most Frequently Accessed Items: use a count-min sketch to reduce the space complexity in a system that processes large volumes of data.
• Autocomplete System: use a trie data structure to perform prefix lookup in a real-time typeahead system.
• Distributed Message Queue: scale a system with asynchronous and event-driven architecture.
• And more ...

Motley Fool Podcasts | Wharton Professor on Risk and Returns

Here is the link.

Wharton Professor on Risk and Returns

Jan 14, 2024 (42:29)

Ricky Mulvey caught up with Jules van Binsbergen, a finance professor at the University of Pennsylvania’s Wharton School, to talk about market sentiment, savings goals, and how to prepare for periods with lower rates of return. They also discuss: 

Disconnects between the real economy and financial markets,

Whether the US stock market is merely a “lucky survivor,”

And the dangers of institutional thinking – in investing and academia.

Tickers discussed: NOK, BTC

Host: Ricky Mulvey
Guest: Jules van Binsbergen
Producer: Mary Long
Engineer: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices

Jules H. van Binsbergen | The Nippon Life Professor in Finance, Professor of Finance

Lazy Investors 躺赢俱乐部 | 2021

Here is the link. 

https://discord.com/invite/fqssWDrFx3

Majo | 02/08/2021 | 【不懂股票，不想自己做功课，不愿意花时间，只想抄作业的人们：适合你们买的是】

 Invesco QQQ Trust Series 1 (QQQ)

Invesco NASDAQ 100 ETF (QQQM) SPDR S&P 500 ETF Trust (SPY) Berkshire Hathaway Inc. Class B (BRKB)

躺赢龙大Index】- 四大天王和十八罗汉。 你们可以理解成投资懒人包。 是躺赢俱乐部朋友们一起讨论出来的，在几个不同板块选出的比较稳健的龙头股。 这个Index里面包含了22只股票，请根据自己的了解 认知 以及喜好，挑选其中几个板块来投资。买完了可以好几年不用管。波动不会太大，比较稳，不用花太多心思，适合长长长线。

本list会根据情况调整~~ 不过不会经常做调整。公司种类也会严格控制在某数量以内。 Apple Computer (AAPL) Adobe (ADBE) Amazon (AMZN) Costco (COST) Salesforce (CRM) Walt Disney Co. (DIS) Estee Lauder (EL) Google (GOOG) HomeDepot (HD) Lilly(Eli) & Co (LLY) Lockheed Martin Corporation (LMT) McDonald's (MCD) Meta Platforms Inc (META) Microsoft Corporation (MSFT) Nvidia Corp (NVDA) Palo Alto Networks Inc. (PANW) Regeneron Pharmaceuticals (REGN) Thermo Fisher Scientific (TMO) Tesla, Inc. (TSLA) The Trade Desk (TTD) Unity Technologies (U) Visa (V)

1. 一直有人问我如何仓位管理：我统一写在这里了。 我个人属于比较保守的投资者，对风险比较敏感。所以我自己能接受的是这样的配比，这仅仅是我自己，根据我自己的风险承受力，性格，生活习惯所做出来的决策。不一定适合所有人，仅供参考。 股票投资账户总金额1万：每支个股不要买超过30% 股票投资账户总金额10万：每支个股不要买超过15% 股票投资账户总金额50万： 每支个股不要买超过10% 股票投资账户总金额100万：每支个股不要买超过5% 股票投资账户总金额500万：每支个股不要买超过3% 股票投资账户总金额1000万：每支个股不要买超过1% 股票投资账户总金额超过5000万，你自己爱咋样咋样。 只是看你投入的钱，你花你自己的钱买入的额度。 不算增长上去的profit！！！ (edited)

   

   4
April 23, 2021
2. 

   Ma

Majo — 04/23/2021 3:27 PM

许久没有track我的这个index。 假如当初就是选出来以后闭眼买，（第一支是2020年6月3日买入的）随便一样买一股，至今也有38.8%的gain。 最重要的是do nothing啥也没做. 我还没算分红派息呢，不然应该也有40%吧

Majo |【躺赢龙二index】- 八仙过海

 【躺赢龙二index】- 八仙过海

这里是一些比较偏向Growth的公司，属于risk高一点，但是可能回报也会高一点。 可能会暴涨暴跌类型。 更稳定的还是挑选龙头index里面的。 龙二index的可以作为候补考虑。 (写在同一行里面的，表示两支基本差不多，可以二选一) Airbnb, Inc (ABNB) Advanced Micro Devices（AMD） Crowdstrike Holdings Inc (CRWD) Lam Research Corporation (LRCX) Mercado Libre, Inc (MELI) Marvell Technology Inc (MRVL) Cloudflare Inc (NET) Roblox Corporation (RBLX) ---------------------------------------------------- 【躺赢慢牛index】- 五大护法 这里面还有一些非常稳定但是不是很热很火很被追捧的公司。 不会暴涨暴跌，但是属于长期慢牛~ 很稳定。 是我个人会喜欢长持的目标。 (写在同一行里面的，表示两支基本差不多，可以二选一) ASML Holdings （ASML）/ 地域风险！Taiwan Semiconductor Mfg. Co. Ltd (TSM) Booking Holdings Inc (BKNG) Hermès International S.A（HESAY）/ LVMH Moët Hennessy Louis Vuitton (LVMUY) Merck & Co Inc (MRK) United Health Group Inc. (UNH

Majo investing | 10 bagger and 100 bagger stocks

Here is the link of youtube channel. 

真正开Youtube的第一个视频。当然是要介绍我的投资style以及最重要的事情。 这个视频里面真的是我全部的“秘笈“了，其它所有都是在这个基础上延申出去的细节而已。 投资修炼在个人， 如果感兴趣的话，或许以后我还会继续做更多视频讲解。 视频后面提到的每天听的Podcast： Motley Fool podcasts： https://www.fool.com/podcasts/ Squawk on the Street：https://www.cnbc.com/2019/08/01/squaw... Fast Money：https://www.cnbc.com/2018/03/01/fast-... Mad Money： https://www.cnbc.com/2018/03/01/mad-m...