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  <title><![CDATA[Yestoday]]></title>
  <subtitle type="html"><![CDATA[微信公众号同名]]></subtitle>
  <updated>2025-06-24T07:52:43Z</updated>
  <author>
    <name>Ponge</name>
  </author>
  
  <logo>https://static.quail.ink/media/yed6oi002z.webp</logo>
  <icon>https://static.quail.ink/media/yed6oi002z.webp</icon>
  <id>https://quaily.com/yestoday</id>
  <generator uri="https://quaily.com" version="1.0">Quaily</generator>

  
  <entry>
    <title><![CDATA[《子弹笔记》读书笔记]]></title>
    <link href="https://quaily.com/yestoday/p/bullet_journal" />
    <id>https://quaily.com/yestoday/p/bullet_journal#11029</id>
    <author>
      <name>Ponge</name>
    </author>
    <published>2025-06-24T07:52:43Z</published>
    <updated>2025-06-24T07:52:43Z</updated>
    <summary>
      <![CDATA[ 大多数人对《子弹笔记》的理解存在偏差，过分关注记录技巧和符号格式，这些都是细枝末节。子弹笔记法的真正核心是通过手写笔记进行自我觉察和反思，帮助人们在信息爆炸的时代重新连接自己，过上有意图的生活。 ]]>
    </summary>
    <content type="html">
      <![CDATA[  ]]>
    </content>
  </entry>
  
  <entry>
    <title><![CDATA[读《详谈·芦苇》]]></title>
    <link href="https://quaily.com/yestoday/p/luwei" />
    <id>https://quaily.com/yestoday/p/luwei#10731</id>
    <author>
      <name>Ponge</name>
    </author>
    <published>2025-06-08T14:40:26Z</published>
    <updated>2025-06-08T14:40:26Z</updated>
    <summary>
      <![CDATA[ 读《详谈·芦苇》 ]]>
    </summary>
    <content type="html">
      <![CDATA[  ]]>
    </content>
  </entry>
  
  <entry>
    <title><![CDATA[格雷厄姆还是高成长性？]]></title>
    <link href="https://quaily.com/yestoday/p/graham-or-growth" />
    <id>https://quaily.com/yestoday/p/graham-or-growth#10226</id>
    <author>
      <name>Ponge</name>
    </author>
    <published>2025-05-13T14:06:28Z</published>
    <updated>2025-05-13T14:06:28Z</updated>
    <summary>
      <![CDATA[ 本文是 James Anderson《Graham or Growth?》一文的翻译。 ]]>
    </summary>
    <content type="html">
      <![CDATA[  ]]>
    </content>
  </entry>
  
  <entry>
    <title><![CDATA[2024年底李录的两次发言]]></title>
    <link href="https://quaily.com/yestoday/p/li-lu-2024" />
    <id>https://quaily.com/yestoday/p/li-lu-2024#9124</id>
    <author>
      <name>Ponge</name>
    </author>
    <published>2025-03-31T03:15:02Z</published>
    <updated>2025-03-31T03:15:02Z</updated>
    <summary>
      <![CDATA[ 李录先生 2024 年底的一次演讲和一次访谈 ]]>
    </summary>
    <content type="html">
      <![CDATA[  ]]>
    </content>
  </entry>
  
  <entry>
    <title><![CDATA[《段永平学长回校见面会》听后小记]]></title>
    <link href="https://quaily.com/yestoday/p/duan-yongping-alumni-meeting-summary" />
    <id>https://quaily.com/yestoday/p/duan-yongping-alumni-meeting-summary#6343</id>
    <author>
      <name>Ponge</name>
    </author>
    <published>2025-01-06T15:52:33Z</published>
    <updated>2025-01-06T15:52:33Z</updated>
    <summary>
      <![CDATA[ 段永平在返校会上分享了对多变环境的适应、投资判断、持续学习和创业的看法，强调思考本质和长期价值。他建议在创业中关注真实感受，而非追求创新或利润。他认为良好的投资应基于对公司深刻的理解，避免短视和信息差。再者，他提倡在工作中学会信任与合作，提前准备，防止危机发生。最后，他指出高风险高回报的投资应谨慎对待，实...的回报。 ]]>
    </summary>
    <content type="html">
      <![CDATA[  ]]>
    </content>
  </entry>
  
  <entry>
    <title><![CDATA[业绩预告与业绩快报规则梳理（2024 版）]]></title>
    <link href="https://quaily.com/yestoday/p/performance-forecast" />
    <id>https://quaily.com/yestoday/p/performance-forecast#6334</id>
    <author>
      <name>Ponge</name>
    </author>
    <published>2025-01-05T13:46:50Z</published>
    <updated>2025-01-05T13:46:50Z</updated>
    <summary>
      <![CDATA[ 业绩预告与业绩快报规则梳理（2024 版） ]]>
    </summary>
    <content type="html">
      <![CDATA[  ]]>
    </content>
  </entry>
  
  <entry>
    <title><![CDATA[Curtis Faith：8.6 分的书，1.4 分的人生]]></title>
    <link href="https://quaily.com/yestoday/p/curtis-faith" />
    <id>https://quaily.com/yestoday/p/curtis-faith#5811</id>
    <author>
      <name>Ponge</name>
    </author>
    <published>2024-10-27T02:28:23Z</published>
    <updated>2024-10-27T02:28:23Z</updated>
    <summary>
      <![CDATA[ 一本成功的书，一段不成功的人生 ]]>
    </summary>
    <content type="html">
      <![CDATA[  ]]>
    </content>
  </entry>
  
  <entry>
    <title><![CDATA[塔勒布论文：《比特币、货币和脆弱性》]]></title>
    <link href="https://quaily.com/yestoday/p/bitcoin_currencies_and_fragility" />
    <id>https://quaily.com/yestoday/p/bitcoin_currencies_and_fragility#5445</id>
    <author>
      <name>Ponge</name>
    </author>
    <published>2024-09-12T03:23:45Z</published>
    <updated>2024-09-12T03:23:45Z</updated>
    <summary>
      <![CDATA[ 将这篇译文全文翻译如下，全文尽可能保持英文排版，除了部分脚注的「译者注」外，正文中的所有注释都是塔勒布自己写的。双语+许哲批注版，请跳转 GitHub 阅读。 ]]>
    </summary>
    <content type="html">
      <![CDATA[  ]]>
    </content>
  </entry>
  
  <entry>
    <title><![CDATA[重读 NFX 网络效应三部曲]]></title>
    <link href="https://quaily.com/yestoday/p/nfx-the-network-effects" />
    <id>https://quaily.com/yestoday/p/nfx-the-network-effects#5108</id>
    <author>
      <name>Ponge</name>
    </author>
    <published>2024-08-05T09:35:42Z</published>
    <updated>2024-08-05T09:35:42Z</updated>
    <summary>
      <![CDATA[ 《网络效应手册》更新了，已经更新到 16 种网络效应了。我根据现在的理解，重新撰写了笔记，增加了不少主观看法。 ]]>
    </summary>
    <content type="html">
      <![CDATA[  ]]>
    </content>
  </entry>
  
  <entry>
    <title><![CDATA[2024 年最值得买的一本书来了]]></title>
    <link href="https://quaily.com/yestoday/p/value-investing-published" />
    <id>https://quaily.com/yestoday/p/value-investing-published#4917</id>
    <author>
      <name>Ponge</name>
    </author>
    <published>2024-07-27T14:58:07Z</published>
    <updated>2024-07-27T14:58:07Z</updated>
    <summary>
      <![CDATA[ 《价值投资：从格雷厄姆到巴菲特（第 2 版）》到手，非常感谢本书的译者林安霁兄赠书。这篇短文主要是来和大家推荐这本书的。 ]]>
    </summary>
    <content type="html">
      <![CDATA[  ]]>
    </content>
  </entry>
  
  <entry>
    <title><![CDATA[Yestoday Newsletter No.017]]></title>
    <link href="https://quaily.com/yestoday/p/yestoday-newsletter-no-017" />
    <id>https://quaily.com/yestoday/p/yestoday-newsletter-no-017#4504</id>
    <author>
      <name>Ponge</name>
    </author>
    <published>2024-07-14T06:59:41Z</published>
    <updated>2024-07-14T06:59:41Z</updated>
    <summary>
      <![CDATA[ 零零碎碎的内容终于攒够了一期，这一期隔了半年。newsletter 的所有内容之前都零散地出现在小报童或者聊天记录中，这里只是汇总整理。 ]]>
    </summary>
    <content type="html">
      <![CDATA[  ]]>
    </content>
  </entry>
  
  <entry>
    <title><![CDATA[《商业演化：商业与投资的真实本质》笔记]]></title>
    <link href="https://quaily.com/yestoday/p/commercial-evolution" />
    <id>https://quaily.com/yestoday/p/commercial-evolution#4435</id>
    <author>
      <name>Ponge</name>
    </author>
    <published>2024-07-08T10:01:36Z</published>
    <updated>2024-07-08T10:01:36Z</updated>
    <summary>
      <![CDATA[ 最近看到一篇德鲁·埃斯特斯（Drew Estes）的文章《Commercial Evolution-A Primer on The True Nature of Commerce & Investing》，写得很好，就不做翻译了，做一些笔记吧。 ]]>
    </summary>
    <content type="html">
      <![CDATA[  ]]>
    </content>
  </entry>
  
  <entry>
    <title><![CDATA[北新建材是如何一路走来的]]></title>
    <link href="https://quaily.com/yestoday/p/how-bnbm-came-all-the-way" />
    <id>https://quaily.com/yestoday/p/how-bnbm-came-all-the-way#4448</id>
    <author>
      <name>Ponge</name>
    </author>
    <published>2024-07-09T08:36:13Z</published>
    <updated>2024-07-09T08:36:13Z</updated>
    <summary>
      <![CDATA[ 本文是 4 月 26 日晚芒格书院年报阅读活动分享的文字摘要，我分享了北新建材一路走来的一些历史。这部分内容网上相对零散，在以往卖方研究中着墨也不多，所以做了一些梳理和思考。 ]]>
    </summary>
    <content type="html">
      <![CDATA[  ]]>
    </content>
  </entry>
  
  <entry>
    <title><![CDATA[Yestoday Newsletter No.016]]></title>
    <link href="https://quaily.com/yestoday/p/yestoday-newsletter-no-016" />
    <id>https://quaily.com/yestoday/p/yestoday-newsletter-no-016#4523</id>
    <author>
      <name>Ponge</name>
    </author>
    <published>2024-07-15T12:35:14Z</published>
    <updated>2024-07-15T12:35:14Z</updated>
    <summary>
      <![CDATA[ 这一篇 newsletter 的成型要特别感谢 @胡维 兄，很多思考和想法是在和他交流和沟通的过程中才产生的。 ]]>
    </summary>
    <content type="html">
      <![CDATA[  ]]>
    </content>
  </entry>
  
  <entry>
    <title><![CDATA[互联网上遗失的资料：巴菲特最后一封年度致合伙人信]]></title>
    <link href="https://quaily.com/yestoday/p/buffett-last-annual-letter-partners" />
    <id>https://quaily.com/yestoday/p/buffett-last-annual-letter-partners#4445</id>
    <author>
      <name>Ponge</name>
    </author>
    <published>2024-07-09T08:22:44Z</published>
    <updated>2024-07-09T08:22:44Z</updated>
    <summary>
      <![CDATA[ 非常偶然地，我阅读了 Kingswell 的《Warren Buffett's 1969 Annual Letter — Yes, It Actually Exists》，发现了巴菲特在合伙基金阶段写的最后一封年度致合伙人信。现在整个互联网上，无论是英文的文集，还是中文的翻译文集（RanRan、梁孝永康、...的内容。 ]]>
    </summary>
    <content type="html">
      <![CDATA[  ]]>
    </content>
  </entry>
  
  <entry>
    <title><![CDATA[播客笔记：江南春谈品牌广告]]></title>
    <link href="https://quaily.com/yestoday/p/jiang-nan-chun-interview" />
    <id>https://quaily.com/yestoday/p/jiang-nan-chun-interview#5859</id>
    <author>
      <name>Ponge</name>
    </author>
    <published>2024-11-02T12:50:47Z</published>
    <updated>2024-11-02T12:50:47Z</updated>
    <summary>
      <![CDATA[ 经纬中国的播客访谈江南春，一些笔记 ]]>
    </summary>
    <content type="html">
      <![CDATA[  ]]>
    </content>
  </entry>
  
  <entry>
    <title><![CDATA[脱口秀综艺 ≠ 脱口秀，投资也一样]]></title>
    <link href="https://quaily.com/yestoday/p/standup-working-mannual" />
    <id>https://quaily.com/yestoday/p/standup-working-mannual#5848</id>
    <author>
      <name>Ponge</name>
    </author>
    <published>2024-11-01T01:45:59Z</published>
    <updated>2024-11-01T01:45:59Z</updated>
    <summary>
      <![CDATA[ 本文为《李诞脱口秀工作手册》读后感。 ]]>
    </summary>
    <content type="html">
      <![CDATA[  ]]>
    </content>
  </entry>
  
  <entry>
    <title><![CDATA[Yestoday Newsletter No.009]]></title>
    <link href="https://quaily.com/yestoday/p/newsletter-009" />
    <id>https://quaily.com/yestoday/p/newsletter-009#5383</id>
    <author>
      <name>Ponge</name>
    </author>
    <published>2024-09-05T06:28:40Z</published>
    <updated>2024-09-05T06:28:40Z</updated>
    <summary>
      <![CDATA[ 阅读札记第九期 ]]>
    </summary>
    <content type="html">
      <![CDATA[  ]]>
    </content>
  </entry>
  
  <entry>
    <title><![CDATA[播客笔记：锋物科技李明远访谈]]></title>
    <link href="https://quaily.com/yestoday/p/li-ming-yuan" />
    <id>https://quaily.com/yestoday/p/li-ming-yuan#5382</id>
    <author>
      <name>Ponge</name>
    </author>
    <published>2024-09-05T06:17:09Z</published>
    <updated>2024-09-05T06:17:09Z</updated>
    <summary>
      <![CDATA[ 本文为播客笔记，是「商业夜总会」的节目 ]]>
    </summary>
    <content type="html">
      <![CDATA[  ]]>
    </content>
  </entry>
  
  <entry>
    <title><![CDATA[Yestoday Newsletter No.008]]></title>
    <link href="https://quaily.com/yestoday/p/newsletter-008" />
    <id>https://quaily.com/yestoday/p/newsletter-008#5380</id>
    <author>
      <name>Ponge</name>
    </author>
    <published>2024-09-04T14:28:05Z</published>
    <updated>2024-09-04T14:28:05Z</updated>
    <summary>
      <![CDATA[ 阅读札记第八期 ]]>
    </summary>
    <content type="html">
      <![CDATA[  ]]>
    </content>
  </entry>
  
  <entry>
    <title><![CDATA[Yestoday Newsletter No.007]]></title>
    <link href="https://quaily.com/yestoday/p/newsletter-007" />
    <id>https://quaily.com/yestoday/p/newsletter-007#5365</id>
    <author>
      <name>Ponge</name>
    </author>
    <published>2024-09-03T06:30:26Z</published>
    <updated>2024-09-03T06:30:26Z</updated>
    <summary>
      <![CDATA[ 阅读札记第七期 ]]>
    </summary>
    <content type="html">
      <![CDATA[  ]]>
    </content>
  </entry>
  
  <entry>
    <title><![CDATA[价值投资的变与不变以及投资中的多学科思维]]></title>
    <link href="https://quaily.com/yestoday/p/some-thoughts-on-value-investment" />
    <id>https://quaily.com/yestoday/p/some-thoughts-on-value-investment#5269</id>
    <author>
      <name>Ponge</name>
    </author>
    <published>2024-08-21T14:24:53Z</published>
    <updated>2024-08-21T14:24:53Z</updated>
    <summary>
      <![CDATA[ 本文本来是 newsletter 的卷首语，但后来发现已经能够独立成篇，就直接发出来。 ]]>
    </summary>
    <content type="html">
      <![CDATA[  ]]>
    </content>
  </entry>
  
  <entry>
    <title><![CDATA[如何对待错误及如何正确批评——《直觉泵和其他思考工具》笔记]]></title>
    <link href="https://quaily.com/yestoday/p/intuition-pumps" />
    <id>https://quaily.com/yestoday/p/intuition-pumps#5165</id>
    <author>
      <name>Ponge</name>
    </author>
    <published>2024-08-11T09:29:10Z</published>
    <updated>2024-08-11T09:29:10Z</updated>
    <summary>
      <![CDATA[ 本书叫做《丹尼尔·丹尼特的哲学思想漫谈》更好。这本书借助直觉泵这个思考工具，论述了丹尼特本人关于心智、意识、自由意志等方面的哲学观点。对我来说，「第一部分：通用思考工具」更有价值，尤其是「如何对待错误」和「如何正确地批评他人的观点」，确实有一些启发。 ]]>
    </summary>
    <content type="html">
      <![CDATA[  ]]>
    </content>
  </entry>
  
  <entry>
    <title><![CDATA[《投资中最简单的事》&《投资中不简单的事》笔记]]></title>
    <link href="https://quaily.com/yestoday/p/gy-asset-book" />
    <id>https://quaily.com/yestoday/p/gy-asset-book#5163</id>
    <author>
      <name>Ponge</name>
    </author>
    <published>2024-08-11T09:19:38Z</published>
    <updated>2024-08-11T09:19:38Z</updated>
    <summary>
      <![CDATA[ 《投资中最简单的事》和《投资中不简单的事》是邱国鹭与高毅资产的投资札记，总体来说，两本书的含金量都不太高，花了半天时间读完。这些内容对于初学者来说不够系统，对于职业投资者来说又有点隔靴搔痒，很多内容可以在更系统的书中找到更详细的阐述。 ]]>
    </summary>
    <content type="html">
      <![CDATA[  ]]>
    </content>
  </entry>
  
  <entry>
    <title><![CDATA[Yestoday Newsletter No.006]]></title>
    <link href="https://quaily.com/yestoday/p/newsletter-006" />
    <id>https://quaily.com/yestoday/p/newsletter-006#5141</id>
    <author>
      <name>Ponge</name>
    </author>
    <published>2024-08-08T14:00:53Z</published>
    <updated>2024-08-08T14:00:53Z</updated>
    <summary>
      <![CDATA[ 阅读札记第六期 ]]>
    </summary>
    <content type="html">
      <![CDATA[  ]]>
    </content>
  </entry>
  
  <entry>
    <title><![CDATA[Yestoday Newsletter No.005]]></title>
    <link href="https://quaily.com/yestoday/p/newsletter-005" />
    <id>https://quaily.com/yestoday/p/newsletter-005#5131</id>
    <author>
      <name>Ponge</name>
    </author>
    <published>2024-08-07T03:32:41Z</published>
    <updated>2024-08-07T03:32:41Z</updated>
    <summary>
      <![CDATA[ 阅读札记第五期 ]]>
    </summary>
    <content type="html">
      <![CDATA[  ]]>
    </content>
  </entry>
  
  <entry>
    <title><![CDATA[《关于我国人口转型的认识和应对之策》笔记]]></title>
    <link href="https://quaily.com/yestoday/p/demographic-transition" />
    <id>https://quaily.com/yestoday/p/demographic-transition#5130</id>
    <author>
      <name>Ponge</name>
    </author>
    <published>2024-08-07T03:15:22Z</published>
    <updated>2024-08-07T03:15:22Z</updated>
    <summary>
      <![CDATA[ 读一读央行工作论文，了解一下人口问题 ]]>
    </summary>
    <content type="html">
      <![CDATA[  ]]>
    </content>
  </entry>
  
  <entry>
    <title><![CDATA[《阿里巴巴行政处罚决定书》阅读笔记]]></title>
    <link href="https://quaily.com/yestoday/p/alibaba-penalty" />
    <id>https://quaily.com/yestoday/p/alibaba-penalty#5116</id>
    <author>
      <name>Ponge</name>
    </author>
    <published>2024-08-06T04:56:16Z</published>
    <updated>2024-08-06T04:56:16Z</updated>
    <summary>
      <![CDATA[ 阅读了一下市场监管总局对阿里巴巴垄断行为的行政处罚报告，尤其是对应的行政处罚决定书，其中一些分析思路很值得借鉴。本文为行政处罚决定书的阅读笔记和一些思考。 ]]>
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  </entry>
  
  <entry>
    <title><![CDATA[Yestoday Newsletter No.004]]></title>
    <link href="https://quaily.com/yestoday/p/newsletter-004" />
    <id>https://quaily.com/yestoday/p/newsletter-004#5114</id>
    <author>
      <name>Ponge</name>
    </author>
    <published>2024-08-06T03:30:32Z</published>
    <updated>2024-08-06T03:30:32Z</updated>
    <summary>
      <![CDATA[ 阅读札记第四期 ]]>
    </summary>
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    </content>
  </entry>
  
  <entry>
    <title><![CDATA[《网络效应手册》笔记]]></title>
    <link href="https://quaily.com/yestoday/p/the-network-effects-manual" />
    <id>https://quaily.com/yestoday/p/the-network-effects-manual#5107</id>
    <author>
      <name>Ponge</name>
    </author>
    <published>2024-08-05T09:15:14Z</published>
    <updated>2024-08-05T09:15:14Z</updated>
    <summary>
      <![CDATA[ 根据 NFX 团队《The Network Effects Bible》撰写的一些笔记。已更新至 15 种网络效应。 ]]>
    </summary>
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    </content>
  </entry>
  
  <entry>
    <title><![CDATA[《网络效应圣经》笔记]]></title>
    <link href="https://quaily.com/yestoday/p/the-network-effects-bible" />
    <id>https://quaily.com/yestoday/p/the-network-effects-bible#5101</id>
    <author>
      <name>Ponge</name>
    </author>
    <published>2024-08-05T08:43:49Z</published>
    <updated>2024-08-05T08:43:49Z</updated>
    <summary>
      <![CDATA[ 根据 NFX 团队《The Network Effects Bible》撰写的一些笔记。 ]]>
    </summary>
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      <![CDATA[  ]]>
    </content>
  </entry>
  
  <entry>
    <title><![CDATA[我的 flomo 实践：现实世界的冥想盆]]></title>
    <link href="https://quaily.com/yestoday/p/my-flomo-practice" />
    <id>https://quaily.com/yestoday/p/my-flomo-practice#5078</id>
    <author>
      <name>Ponge</name>
    </author>
    <published>2024-08-02T04:02:00Z</published>
    <updated>2024-08-02T04:02:00Z</updated>
    <summary>
      <![CDATA[ flomo对我来说更像什么呢？一个词突然从脑海中冒出来：冥想盆。 ]]>
    </summary>
    <content type="html">
      <![CDATA[  ]]>
    </content>
  </entry>
  
  <entry>
    <title><![CDATA[Yestoday Newsletter No.003]]></title>
    <link href="https://quaily.com/yestoday/p/newsletter-003" />
    <id>https://quaily.com/yestoday/p/newsletter-003#5030</id>
    <author>
      <name>Ponge</name>
    </author>
    <published>2024-07-31T00:25:38Z</published>
    <updated>2024-07-31T00:25:38Z</updated>
    <summary>
      <![CDATA[ 阅读札记第三期 ]]>
    </summary>
    <content type="html">
      <![CDATA[  ]]>
    </content>
  </entry>
  
  <entry>
    <title><![CDATA[《价值》读书笔记]]></title>
    <link href="https://quaily.com/yestoday/p/zhang-lei-book" />
    <id>https://quaily.com/yestoday/p/zhang-lei-book#5029</id>
    <author>
      <name>Ponge</name>
    </author>
    <published>2024-07-31T00:17:14Z</published>
    <updated>2024-07-31T00:17:14Z</updated>
    <summary>
      <![CDATA[ 和《价值》这个“上价值”的书名比起来，更切题的名字应该叫做《张磊的人生回顾、投资理念及投资案例分享》。以“个人回忆录”的心态看待这本书，比较合适。 ]]>
    </summary>
    <content type="html">
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    </content>
  </entry>
  
  <entry>
    <title><![CDATA[Yestoday Newsletter No.002]]></title>
    <link href="https://quaily.com/yestoday/p/newsletter-002" />
    <id>https://quaily.com/yestoday/p/newsletter-002#4988</id>
    <author>
      <name>Ponge</name>
    </author>
    <published>2024-07-30T00:14:47Z</published>
    <updated>2024-07-30T00:14:47Z</updated>
    <summary>
      <![CDATA[ 阅读札记第二期 ]]>
    </summary>
    <content type="html">
      <![CDATA[  ]]>
    </content>
  </entry>
  
  <entry>
    <title><![CDATA[芒格 2020 年 12 月 14 日接受加州理工学院校友会采访]]></title>
    <link href="https://quaily.com/yestoday/p/charles-munger-caltech-2020" />
    <id>https://quaily.com/yestoday/p/charles-munger-caltech-2020#4990</id>
    <author>
      <name>Ponge</name>
    </author>
    <published>2024-07-30T00:43:23Z</published>
    <updated>2024-07-30T00:43:23Z</updated>
    <summary>
      <![CDATA[ 芒格是加州理工学院的校友，他接受了一次采访，谈到了他的人生经历和职业选择。他表示选择适合自己的工作非常重要，投资行业也发生了巨大变化。他提到了自己的投资经验，以及如何应对变化和选择投资组合。 ]]>
    </summary>
    <content type="html">
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    </content>
  </entry>
  
  <entry>
    <title><![CDATA[Yestoday Newsletter No.001]]></title>
    <link href="https://quaily.com/yestoday/p/newsletter-001" />
    <id>https://quaily.com/yestoday/p/newsletter-001#4980</id>
    <author>
      <name>Ponge</name>
    </author>
    <published>2024-07-29T00:54:52Z</published>
    <updated>2024-07-29T00:54:52Z</updated>
    <summary>
      <![CDATA[ 阅读札记第一期 ]]>
    </summary>
    <content type="html">
      <![CDATA[  ]]>
    </content>
  </entry>
  
  <entry>
    <title><![CDATA[均值回归的终结？]]></title>
    <link href="https://quaily.com/yestoday/p/end-of-mean-reversion" />
    <id>https://quaily.com/yestoday/p/end-of-mean-reversion#4864</id>
    <author>
      <name>Ponge</name>
    </author>
    <published>2024-07-25T23:51:04Z</published>
    <updated>2024-07-25T23:51:04Z</updated>
    <summary>
      <![CDATA[ John Huber 文章翻译 ]]>
    </summary>
    <content type="html">
      <![CDATA[  ]]>
    </content>
  </entry>
  
  <entry>
    <title><![CDATA[《艰难的辉煌1&2》读书笔记]]></title>
    <link href="https://quaily.com/yestoday/p/citic-group" />
    <id>https://quaily.com/yestoday/p/citic-group#4863</id>
    <author>
      <name>Ponge</name>
    </author>
    <published>2024-07-25T23:38:17Z</published>
    <updated>2024-07-25T23:38:17Z</updated>
    <summary>
      <![CDATA[ “中信是一个谜”，作者一定程度上帮我们解了谜。60个行业，2000多家企业，20万员工，总资产7.5万亿元。作者经过纷繁复杂的访谈和研究，帮我们窥探了一下这个商业帝国。 ]]>
    </summary>
    <content type="html">
      <![CDATA[  ]]>
    </content>
  </entry>
  
  <entry>
    <title><![CDATA[《中国顶级私募访谈录（第二辑）》读书笔记]]></title>
    <link href="https://quaily.com/yestoday/p/si-mu-fang-tan-2" />
    <id>https://quaily.com/yestoday/p/si-mu-fang-tan-2#4846</id>
    <author>
      <name>Ponge</name>
    </author>
    <published>2024-07-25T02:56:38Z</published>
    <updated>2024-07-25T02:56:38Z</updated>
    <summary>
      <![CDATA[ 私募访谈录的第二辑将更多的视角放在了量化私募方向。私以为，量化作为一种现代化获取、分析信息的手段，无论是哪一种投资风格都应该掌握并运用到自己的实际投资中。当然，纯粹基于归纳法的所谓“量化投资”，我依然对其抱有难以消除的偏见。 ]]>
    </summary>
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      <![CDATA[  ]]>
    </content>
  </entry>
  
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