【征文】2015 年底总结# Stock
B*e
1 楼
在过去的一年中，你有哪些收获，心得体会，血泪教训？
收获，overall 60% ytd, mainly because of 100%+ AMZN long-term positions.
心得，focus on a small number of stocks you are familiar with, whether you
trade stock or options.
教训，do not take anything for granted. I tend to think option expiration
Friday will not see too much volatility. In fact, several of the stocks I
saw experienced tremendous volatility on Fridays.
你最成功的一笔交易是啥？
FITBIT and CTRIP put options, one with 300%+ return and the other with 100%+
.
为什么这笔交易很成功？
Based on my understanding of how stock market tend to respond to new share
issuance as well as my back-of-the-envelope calculation to the upper bound
of their value once the stocks are issued.
你最失败的交易是啥？
SBUX call option, pre-ER, -100% return.
为什么这笔交易很失败？
Thought SBUX can behave like MCD after ER. In fact, the two cases are
completely different.
你的炒股水平在哪些方面精进了？
Timing of operations.
2016年你对自己有哪些打算？
Study more stocks for my pre/post ER option play.
制定了新的投资计划？
Mostly post ER, short-term option play.
打算读完几本书？
I only read financial news, do not read books for the sake of stock trading.
Not helpful at all.
学点什么？
Learn more about financial statement analysis for long-term investment
purposes.
打算去哪里看看，开阔自己的眼界？
Orlando and LA for my kids. If I am traveling alone, I would prefer going to
Vegas to play Black Jack for fun and practicing.
收获，overall 60% ytd, mainly because of 100%+ AMZN long-term positions.
心得，focus on a small number of stocks you are familiar with, whether you
trade stock or options.
教训，do not take anything for granted. I tend to think option expiration
Friday will not see too much volatility. In fact, several of the stocks I
saw experienced tremendous volatility on Fridays.
你最成功的一笔交易是啥？
FITBIT and CTRIP put options, one with 300%+ return and the other with 100%+
.
为什么这笔交易很成功？
Based on my understanding of how stock market tend to respond to new share
issuance as well as my back-of-the-envelope calculation to the upper bound
of their value once the stocks are issued.
你最失败的交易是啥？
SBUX call option, pre-ER, -100% return.
为什么这笔交易很失败？
Thought SBUX can behave like MCD after ER. In fact, the two cases are
completely different.
你的炒股水平在哪些方面精进了？
Timing of operations.
2016年你对自己有哪些打算？
Study more stocks for my pre/post ER option play.
制定了新的投资计划？
Mostly post ER, short-term option play.
打算读完几本书？
I only read financial news, do not read books for the sake of stock trading.
Not helpful at all.
学点什么？
Learn more about financial statement analysis for long-term investment
purposes.
打算去哪里看看，开阔自己的眼界？
Orlando and LA for my kids. If I am traveling alone, I would prefer going to
Vegas to play Black Jack for fun and practicing.
