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Netflix 模式在新闻界能成功吗？且看苹果

https://mp.weixin.qq.com/s/_dY5CVaFFtkbwzN3P0Z5yA

20190302昨日阅读3小时，累计阅读115小时

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20190302昨天阅读1小时累计阅读146小时。

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20190302昨天阅读1小时，累计阅读2小时。

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1. https://wallstreetcn.com/articles/3486476

2. 证监会及其上交所层面，设立科创板并试点注册制主要制度规则正式发布，共2+6个相关政策，对科创企业注册要求和程序、减持制度、信息披露、上市条件、审核标准、询价方式、股份减持制度、持续督导等方面进行了规定。

3. 感想: 科创板的迅速设立体现了国家对股市的重视，也希望科创板能够为中国A股的发展贡献里程碑式的作用

4. 昨日阅读1小时

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昨天阅读1小时，累计阅读354小时。
昨天阅读很早期著名的经济学家威廉‧佩第（William Petty，1633-1687）的名著：赋税论，佩第是英国著名的资产阶级经济学家、统计学家，被马克思誉为「英国政治经济学之父」，是现代经济学的创始人。在佩第的一生中，经历了英国资产阶级革命，并亲眼目睹了资本主义是如何逐步发展起来的。这一切，对他的思想影响甚大，因此，他的著作大都是直接针对实际经济问题写的，研究和解决的主要问题是：第一，如何建立一种新的财政税收制度，以更好地适应资本主义政治和经济发展的需要；第二，如何加强对爱尔兰的殖民统治；第三，将英国与其他国家比对，证明英国在人口、地理、产业等方面具有的优越条件；第四，为英国成为世界贸易强国出谋划策。佩第最先提出了商品的交换价值取决于商品的生产所耗费的劳动的观点，因此，被奉为英国资产阶级古典政治经济学的创始人。佩第在经济学上的最主要贡献，在于他为近代经济学的发展奠定了坚实的基础。佩第的经济学说反映的是从重商主义向古典政治经济学过渡的时代，他最先认识到商品价值的泉源是劳动，商品价值是由生产商品时所耗费的劳动时间所决定的，以此说明了商品价值量、劳动生产率以及社会分工之间的关系。佩第否定了重商主义的许多观点，第一次提出了科学地研究社会经济现象的方法，他还最早提出了「税收原则」一词，并提出了「公平」、「确定」、「简便」、「节省」的赋税四原则。《赋税论》是佩第在西方财政学史和政治经济学史上负有盛名的主要代表作。在书中，佩第主要讨论了国家的财政税收问题，在深入探究的过程中，还涉及到了商品的价格、工资、地租、货币以及利息等政治经济学的基本理论问题。除了《赋税论》外，佩第在论述各种实际的经济问题时，还涉及到了政治经济学的不少基本理论和范畴。他对经济学的贡献主要包括：第一，提出了自然价格、政治价格和市场价格等概念，并解释了它们之间的相互关系，其中，包含了劳动价值论的萌芽；第二，初步分析了货币的性质及职能，把握住了货币流通速度的概念；第三，提出了工资是劳动的价格，工资必须等于或者能够维持工人生存所必需的生活物资，以及工资与地租互为消长的观点；第四，把地租看作全部劳动产品扣除工资和生产原物料价值之后的余额，在地租这一形式上，指明了剩余价值的来源和剥削性质；第五，从土地距离市场的远近，说明地租量的变化，其中，还涉及到了级差地租的问题；第六，在佩第的论述中，虽然利息是从地租引出的，透过地租来论证利息量的高低及利息的合法性，但有时，佩第认为利息会随货币量的增减而消长，并试图探讨利息的变化规律。

昨日阅读0.5小时，累积阅读3小时。

昨天阅读1小时，累计阅读208小时。

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昨日阅读1小时，累计阅读139小时。继续阅读《生态文明通识教程》，关注生态文明建设，加强环境保护。这本书是对人类文明发展的历史进程作了简单扼要的回顾，着重探讨了工业文明给人类带来的巨大的生态灾难和社会问题，批判了人类妄图征服自然的错误的价值观。在此基础上，介绍了生态文明的基本概念。继续关注癌症村的问题。一些地区发生的水污染事件影响，“癌症村”一词近几年频频见诸报端。这个由媒体和公益人士提出的概念一定程度上折射出了部分地区污染对生存带来的挑战，我们来看看中国癌症村地图的空间分布特征。在多个省市采访发现，绝大多数被贴上“癌症村”标签的村庄，在缺乏必要医学调查认定情况下，村民普遍反映有疾病多发状况，饮水安全普遍受到不同程度威胁，他们渴望摆脱恶化的生存环境。建议，国家应进行调查并公布结果。“癌症村”是水污染惹的祸？随着部分地区地下水污染传闻被热炒，有关“癌症村”的报道不断出现。事实上，早在2009年，《凤凰周刊》以《中国百处致癌危地》作为封面故事，讲述了我国百处致癌危地。同年，华中师范大学地理系学生孙月飞作了题为《中国癌症村的地理分布研究》的本科毕业论文。论文显示，有197个“癌症村”记录了村名或得以确认，有2处分别描述为10多个村庄和20多个村庄，还有9处区域不能确认“癌症村”数量，这样，中国“癌症村”的数量应该超过247个，涵盖大陆的27个省份，这也是被引述次数最多的数据。群众环保意识不断提升的情况下，“癌症村”再次被提及引发持续关注。而今年2月份环境保护部印发的《化学品环境风险防控“十二五”规划》中阐述，个别地区甚至出现“癌症村”等严重的健康和社会问题，被网络及媒体作为“癌症村”存在的官方的表述广泛引用。缺乏数据，网络流传的“癌症村”的数量并不统一，但绝大多数报道均将癌症等疾病高发的矛头指向饮用水受到污染。署名为“徐超-环保研究员”的新浪微博用户表示，我国数十“癌症村”中，64个有由水污染导致，第一。“癌症村”分布图和水质图惊人相似!从网络搜索“癌症村水污染”关键字就有100多万个相关网页。关于“癌症村”的汇总基本是依据媒体报道划分的，这些报道的时段集中在本世纪头10年。 “癌症村”地图中都不同程度存在污染。“癌症村”集中在中东部经济较发达地区，城市，不同程度存在环境污染，是水源污染。化学系教授李景虹认为，饮用水水源对人体健康安全至关重要。长期接触或者饮用受致突变、致癌物质污染的水，可使饮用人群癌症发病率提高。水资源研究主任郑春苗表示，我国北方地区主要饮用水来源于地下水，但包括亚硝酸盐、硝酸盐和氨氮在内的“三氮”以及重金属都是目前地下水的普遍污染物，这些长期接触都会致癌。“癌症村”及周边生态堪忧。结合有关报道和网络上盛传的“癌症村”地图赴河北、天津、山东、陕西、海南、安徽等省市实地探访发现，村民普遍感到患癌症的情况严重，却无法提供确切数字，他们怀疑水污染的恶果正在集中爆发。河北省黄骅中捷农场十六队是《中国癌症村的地理分布研究》中提到“癌症村”之一。在村边正好碰到三位外出工作的村民。他们抱怨说，村里的水早就不能喝了，现在全都在喝桶装水。村里抽出来的水颜色发黄，村民不敢喝，只用来刷锅、洗衣服。得癌症的不少，这几年有10多个，但不确定到底是什么原因造成的。除十六队外，中捷农场场部、刘官庄村、辛庄子村也是当地的“癌症村”。因为受化工区的影响，村里很多人现在都闹着要集体搬迁，为保障饮用水，村里两年前买了一台大型净水机，两天放一次水，5角钱可买50斤。村民的厨房里放着一个白色的塑料水壶，就是专门装村里的净化水的：“村里的水井距离化工区也就1公里左右，的一条河颜色已经发黑，有时自来水管里的水发黄，大家都害怕受到化工厂污染，都不敢喝了。”在浅层地下水被污染的地区，尤其是一些河水为劣五类的河流沿岸，出现了癌症发病的情况。污染都是沿河环湖以及过去的化工园区产生的，这片污染的水很难修复好。陕西省商洛市商州区贺嘴头村从1991年到2003年间，全村共有46人因癌症死亡，高峰期时几乎一个月死亡一名村民，多以罹患食道癌、胃癌为主，这两年数量有所减少。河上游不少是造纸上流出红水，还有酒精厂、金属化工厂，现在河边的沙子挖下去两米多就是红色或者黄色的，村里有深井吃水，但村民自家打的井6米深，水质仍然浑浊。位于太阳河流域下游海南北坡镇南岛村的情况比较类似。这个村1997年至2001年患恶性肿瘤死亡人数多达165例，该地区患恶性肿瘤死亡达1.17%。农村人很多都不清楚为何会出现这么多的恶性肿瘤患者，现在村里已经通了自来水，饮水安全有了保障，但太阳河的旧河道和各条支流大多变成了流通不畅的死水，污染源不断增加，出现海水倒灌等现象，淤积河道臭气熏天，影响了基本生活。

昨日阅读2小时，累计阅读798小时。

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听音频--樊登《关键对话》，一个关键的对话建立在被尊重和愉悦（轻松）的氛围基础下的，这样基础上谈话的成功率高些。和老板等一些意见不同的人谈话时，先找共鸣（赞同他的话）、然后摆事实、然后对比最后提自己的诉求点，这样成功率高。

美国智能家居战事升级，亚马逊和 Google 的下一个战场在哪里

https://mp.weixin.qq.com/s/I8zrav2JbPCacyvSrZDISg

昨日阅读2小时，累计阅读870小时      
挑战第三百五十八天   读15页书，完成当日任务

继续阅读 Coulter的 Management
The characteristics of an innovative culture are challenge and involvement,
freedom, trust and openness, idea time, playfulness/humor, conflict resolution,
debates, and risk-taking. A customer-responsive culture has five characteristics:
outgoing and friendly employees; jobs with few rigid rules, procedures, and
regulations; empowerment; clear roles and expectations; and employees who
are conscientious in their desire to please the customer. Workplace spirituality
is important because employees are looking for a counterbalance to the stresses
and pressures of a turbulent pace of life. Aging baby boomers and other workers
are looking for something meaningful in their lives, an involvement and
connection that they often don’t find in contemporary lifestyles, and to meet
the needs that organized religion is not meeting for some of them. Spiritual
organizations tend to have five characteristics: strong sense of purpose, focus
on individual development, trust and openness, employee empowerment, and
toleration of employee expression.

创新文化的特点是富含挑战和员工参与，自由，信任和开放，时间观念，娱乐性，冲突解决，争论和风险意识。一个以客户为中心企业文化具有五个特点，外向友好的雇员，没有刚性规定的岗位，充分授权，明确的角色期望和真心取悦顾客的雇员。工作场所的士气是重要的，因为人们也希望从工作中找到对冲起伏不定的社会生活的港湾。有些员工希望从工作中寻找人生的意义，在其他活动中无法找到与人生的连接，这些在一般的宗教场所也无法找到。具有一种精神意义的组织一般具有五种特点，具有较强的目的性，关注个人发展，信任和开放，员工授权和对员工的个性表达的容忍。

昨天阅读1小时，累计阅读539小时

昨日阅读1小时。 总阅读时间131小时
The business of value investing – Six essential elements to buying companies like Warren Buffett- Charlie Tian 2009
https://bbs.pinggu.org/thread-695143-1-1.html (Page 147-153)
Have the Discipline to Say No (The fourth element)
阅读到的有价值的内容段落摘录
The intelligent investor is likely to need considerable willpower to keep from following the crowd.
- Benjamin Graham
Arming yourself with a sound investment philosophy and search strategy puts you on the path to selecting businesses suitable for investment. Once a business is valued, the most difficult determinants of whether to invest or not come into play. Unlike valuation, which primarily relies on quantitative measures, investors now must rely on qualitative factors:
• Having the discipline to say no
• Being patient
• Having the courage to make a significant investment at a maximum point of pessimism
These factors are exceedingly important because the probability of suffering investment loss is significantly higher due to the emotional underpinnings of these factors. Consider the next fictitious example. A particular security is selling in the market for 25 a share. The strong fundamental qualities of this security are well known, and as a result, the stock has typically traded at a fair to overvaluation. At the current price of 25 a share, the stock is indeed slightly above fair value. Eager to buy, an investor is on constant watch for any dip in stock price, but the dip never comes. Instead, over the next few weeks the stock seems only to go up in price and is now at 35. Not wanting to miss out on the continued rise, the investor rushes to buy in. In the next few weeks, the stock is back at 25 and the investor, an able and bright fellow, feels like the dumbest man on the planet. His downfall had nothing to do with intelligence. Instead, it had everything to do with emotions dictating the investment decision. Whether the security will trade above his purchase price a year from now is irrelevant. Even if that happens, it’s just as foolish to dismiss the investment as an intelligent one because the investment process was manipulated by emotional decision making. Next to taking a loss, nothing is more painful than the aforementioned chain of events. Learning to say no until the price is right is of paramount importance. Most investors are smart; few, however, are disciplined enough to say no and move on or, more important, be patient. This chapter illustrates and explains the benefits and consequences of an undisciplined investment approach versus an investment approach characterized by discipline. Very few activities in life can be practiced successfully without some degree of discipline. Being disciplined requires you to think independently and ignore crowd psychology. Discipline requires investors to be confident in their research and analysis and be prepared to receive criticism from all angles. Yet disciplined investors clearly realize that investment success comes from sticking to their methods and not participating in crowd folly.
Rarely do we find a field where the level of intelligence is not directly proportional to long-term success. Investing in the stock market is one such area. After a certain level of competency with respect to fundamental mathematics and reading comprehension, our success as an investor is no longer predominantly dependent on how much smarter we are than the rest of the field. Instead, discipline and temperament take over as the defining contributors to long - term success. After a certain IQ level, an increased IQ does not guarantee added investment success. Referring to our fictitious example, the ultimate success of the investment decision was not based on intelligence but on emotion. The investor could not allow himself to “miss” the continued rise in the price of stock. Disregarding any fundamentals whatsoever, he made the assumption that because the shares had continued to go up for weeks, they would continue to do so. What is important here is not the investment performance but rather the process employed to make the investment. Achieving long-term successful investment results runs in a very similar way. A successful market-beating investment track record is not reliant on having an abnormally high success rate. It is possible to be right 30% to 40% of time in our investment picks and still deliver hall of fame type results. The key is to make sure that the winners grossly overcompensate for the other 60% to 70% of unsuccessful decisions. The only way this is possible is through unwavering discipline in our investment approach. Discipline is what separates sensible market loss from foolish market loss. If we are disciplined and our approach to investment is sound and business-like, our winners will more than compensate for our losers. The undisciplined investor is the one who racks up losses similar to the fictitious example given earlier. Succumbing to investment losses in this manner can mean the difference between an above - average and a below - average investment track record. In cases like this, be disciplined enough to walk away and search elsewhere. Always remember that any business is undervalued at one price, fairly valued at another, and overvalued at yet another. The intelligent investor’s goal is to buy at the undervalued price, avoid at the fairly valued price, and sell at the overvalued price. Only by maintaining a very disciplined approach can this strategy be carried out effectively.
阅读到的有价值信息的自我思考点评感想
As is often repeated in value investing, price is what we pay and value is what we get. Once we have identified a potential investment, and our data and reasoning lead us to conclude that we have a great business run by able and honest management, we still have to be willing to hold off if the price is not right. Price is the key determinant of value in investing. In investing- and in business in general- our profits are made when the asset is bought; we just don’t realize at the time. The price paid will determine the discount from intrinsic value received. The price paid will determine the margin of safety an investment carries. If the stock pays a dividend, the price paid determines the dividend yield, as a lower stock price increases the dividend yield. Emotional habits can be quite expensive over time. In investing, the starting point of every investment is significant. An additional 2% to 3% points per annum earned on an equity portfolio over a 20 – year investment horizon add an additional 45% to 73% to the nest egg at the end of the 20 - year period. A little means a lot. The concept of price paid and value received in investing deserves a greater degree of significance than many other concepts because it is so easily misunderstood. Unlike the concept of margin of safety, which is relatively straightforward, the concept of price versus value can be misinterpreted easily. All too often, a disproportionate amount of attention is focused on the price aspect and not the value aspect.
The greatest error to which investors fall prey is relating the price level of a security with the anticipated future value to be received. The danger in thinking this way is that the approach is no longer of that of investing but of speculation. We have all heard investors who rationalize that when a stock price gets so low, it surely cannot go any lower. Thinking about a stock in this manner is misguided and usually leads to financial pain. Stock prices should always be thought about in relation to intrinsic value and degree of discount offered from intrinsic value. After all, until a stock price has reached zero, it always can go lower. It is crucial to realize the element of uncertainty in investing. The market hates uncertainty; in most cases, the low price due to uncertainty is justified. In some cases, though, the uncertainty leads to a price level that offers tremendous value. The goal of the intelligent investor is to exert diligent effort in understanding and valuing the specific situation. If that is not possible, the investor should abandon the security until he or she has a better view of things. The notion of price to value with respect to discipline cannot be overemphasized, especially when we are talking about money and Wall Street. Wall Street has turned the investment profession into one dominated by egos motivated by who can accumulate the most in the shortest amount of time regardless of the soundness of the approach. If we are not participating in the moneymaking operation of the time, we’ve lost our touch.

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