From storyflo. This is your daily audio brief. It's Mason, August 30th. Here's what I'd flag before the open. Let's get into it. First, from 大叔美股筆記 Uncle Stock Notes. 新手股票研究入門與投資心態邏輯指南（下）. 上一篇，我們從總體、產業、公司、財務一路談到法說會。但研究做得再漂亮，如果最後不知道多少錢可以買？買多少？如果錯了怎麼辦？今天大叔想談一些比較實戰的東西，請記住投資最後一定會走到四個問題： 所以大叔想把估值、部位管理、停損停利、回測與投資心態串在一起。成熟的投資系統，不只是會找股票，而是從研究 → 決策 → 執行 → 驗證 → 檢討，都有一套可以重複使用的方法。 剛開始學估值，很容易掉進一個坑：一定要算出這家公司到底值 183 美元，還是 187 美元。但市場沒有這麼精準。估值有價值的地方，不是算出唯一答案，而是： 沒有哪一種方法永遠最好。我自己比較喜歡的做法是交叉驗證。不同方法如果最後都落在差不多的區間，信心自然高一點；如果差很遠，反而代表你的假設值得重新檢查。 這點我想先講清楚。DCF 最大的問題是公式裡每一個數字都來自假設。營收成長率、利潤率、資本支出、WACC、Terminal Growth，只要其中幾個假設改變，估值結果就可能差很多。 DCF 的基本概念很簡單：把公司未來能產生的自由現金流，折算回今天值多少。 Terminal Value 常見寫法是：TV = FCF × (1+g) ÷ (WACC−g)跟以下 必須滿足 WACC > g，否則模型在數學上就不成立。 公式不難，難的是裡面的假設。只要營收成長、margin、WACC 或 terminal growth… Next. Second, from Forbes Business. AEW All In 2026 Start Time, Match Card, Streaming Info. After a summer of hype, AEW All In 2026 has finally arrived. The event returns to Wembley Stadium in London on Sunday wi

From storyflo. This is your daily audio brief. Mason, August 28th. Quick read on what moved overnight — five stories, no fluff. Let's get into it. First, from Bloomberg Politics. Judge Lifts US Ban on Anthropic's Use for Federal Agencies. A U.S. judge has ruled that the Trump administration must lift its ban on Anthropic PBC’s AI technology for federal agencies. This is a significant win for Anthropic, especially after their negotiations with the Pentagon regarding military use of their AI tools fell through earlier this year. It’s a pivotal moment for the company, as they navigate the complexities of federal contracts and the evolving landscape of AI regulation. This ruling could open the door for more collaboration between Anthropic and government agencies, potentially reshaping how AI is utilized in federal operations. It’ll be interesting to see how this plays out in the coming months. Next. Second, from Bloomberg · Markets. Traders Focus on Jackson Hole, Fed Outlook | The Asia Tra

From storyflo. This is your daily audio brief. Mason, August 26th. Quick read on what moved overnight — five stories, no fluff. Let's get into it. First, from The Daily Upside. Bitcoin Rise Tests ETF Demand. We’d call it a bitcoin bounce, but no bouncy ball in the world behaves like the volatile digital asset. Bitcoin’s price has risen significantly over the past week, hovering around $80,000, which is up from just under $60,000 in late June. A roughly 25% jump in recent days has been credited to an initial short squeeze, but other factors likely contributed to the price staying relatively high. Next. Second, from The Daily Upside. Is Netflix Getting Its Groove Back?. Netflix stock has tumbled 40% from a peak last summer, but one analyst is arguing that Wall Street, much like the final season of Stranger Things, has officially lost the plot. Shares of the company leapt almost 3% on Tuesday after Wolfe Research analyst Peter Supino upped his price target for the company to $95. Supino a

From storyflo. This is your daily audio brief. Mason. August 25th. Markets desk — five stories, watch the tape, ignore the noise. Let's get into it. First, from Bloomberg · Markets. Demiralp: Inflation Outlook Blocking Turkey Rate Ease (Video). Next. Second, from pristinecapital. 🌩️AI Profit-Taking Into NVDA Earnings!. Bond volatility due to the Iran war and positioning ahead of NVDA earnings are driving the market this week. Let’s take a look under the hood and see how risk assets are absorbing these developments! HAGE 🍻 US Investing Championship Record🏆 2026: -15.03% as of 7/31 2025: +39.1% 2024: +254.0% 2023: +103.5% Up next. Third, from harbourfrontquant. The Effects of ETF Investing on Financial Markets. Market dynamics are changing rapidly. For example, we recently discussed how the growth of retail options trading is changing market dynamics. At the same time, passive investing, largely through ETFs, has grown substantially over the past decade. In today’s edition, we discuss ho

From storyflo. This is your daily audio brief. Mason. August 24th. Markets desk — five stories, watch the tape, ignore the noise. Let's get into it. First, from The Daily Upside. Dimensional, Allspring Latest Firms to Tack on ETF Share Classes. That’s one classy move. Since the Securities and Exchange Commission began giving fund companies the green light via exemptions late last year to add ETF share classes of their mutual funds (and vice versa), few have hit the accelerator. The first to do so, Dimensional Fund Advisors, is already shifting gears. The firm is preparing to move a batch of eight standalone exchange-traded funds to ETF share classes of corresponding mutual funds. And another company, Allspring, last week filed with the SEC to add ETF share classes to five existing funds, a first for it. Next. Second, from lesoosten1. Futurist ETF(FUTR) $750 Capital Deployment. "Welcome to a special tactical broadcast for the Vision 2030 Roadmap." The closing bell has rung on Friday, Au

From storyflo. This is your daily audio brief. Mason, August 23rd. Quick read on what moved overnight — five stories, no fluff. Let's get into it. First, from Forbes Business. Rolly Romero Fights Teofimo Lopez In Huge Title Fight, Here’s What Happened. Teofimo Lopez defeated Rolly Romero to win the WBA welterweight title on Saturday at the T-Mobile Arena in Las Vegas. The scorecards were crazy, but the right man won. Romero vs Lopez Main Card Official Results Teofimo Lopez def. Rolly Romero via Majority Decision (114-114, 115-113, 116-112) That was a shocking set of scorecards. I’m not sure what Glen Feldman watched on Saturday. He scored the fight a draw. I didn’t think that fight was close. There were a lot of quiet rounds, but there’s no way Romero won six rounds. Rolly Romero Vs. Next. Second, from Forbes Business. Larry Wheels Vs. Vitaly Results, Highlights And Reactions. The Larry Wheels vs. Vitaly fight looked like it was going to be one of the better scraps on the Brand Risk 15

From storyflo. This is your daily audio brief. Hey, Mason here. August 22nd. The opening read — five stories that explain today's tape. Let's get into it. First, from ZeroHedge. Assistant U.S. Attorney Found Dead Inside Federal Building. A high-ranking federal prosecutor was found dead inside a Southern California federal building on Wednesday, just hours after he was reported missing. Andrew Haden, 48, the No. 2 official in the U.S. Attorney's Office for the Southern District of California, was discovered in a vacant office at the Edward J. Schwartz Federal Building, officials said. The county Medical Examiner's Office will determine the official cause and manner of death, but a source told the San Diego Union-Tribune that investigators believe Haden died by suicide. Next. Second, from themorganreport. When Oil Rises, the Fed’s Choices Shrink. This week, I’m watching precious metals, oil, and interest rates because together they are sending an important message about the monetary syst

From storyflo. This is your daily audio brief. It's Mason, August 21st. Here's what I'd flag before the open. Let's get into it. First, from Business Insider. His robotics company IPO'd this week. He still thinks a humanoid breakthrough will take years.. - Unitree Robotics CEO Wang Xingxing predicts a major robotics breakthrough in two to five years. - Unitree Robotics raised $900 million in its Shanghai IPO this week. - Nvidia CEO Jensen Huang and VC Vinod Khosla have also spoken on robotics' "ChatGPT moment." Even one of robotics' biggest names says that a major breakthrough for the industry may take up to a decade. Next. Second, from Morning Brew. Treasury’s plan to boost bonds falls flat. Uncle Sam’s attempt to give its Treasury bonds a not-so-invisible hand isn’t working out as planned. The effect of Treasury Secretary Scott Bessent’s announcement this week that he would raise the limit on buying bonds back from investors to support the US bond market turned out to be as short-liv

From storyflo. This is your daily audio brief. It's Mason. August 20th. Five things on the tape worth your attention this morning. Let's get into it. First, from Bloomberg · Markets. FTSE 100 Live: UK Stocks Set to Outperform Europe as Energy Shares Slide. Next. Second, from The Daily Upside. New Family Offices Prefer Direct Investing to Hedge Funds. Family offices are big on DIY. Just over 92% of family offices newly identified by FINTRX in the second quarter said they were most interested in direct investments. By comparison, just 10% said they were focused on hedge funds, versus nearly 40% of the broader FINTRX database mapping private wealth. The numbers suggest that newly established or identified family offices are showing a particularly strong appetite for investing directly in companies and other assets, rather than relying primarily on external fund managers. Up next. Third, from ruleoflawguy. GSEs Pass Dodd Frank Severely Adverse Stress Test with Flying Colors, Again; And FHF

From storyflo. This is your daily audio brief. Hey, Mason here. August 19th. The opening read — five stories that explain today's tape. Let's get into it. First, from Unusualwhales Newsletter. IMPORTANT: Unusual Whales and Siebert Financial Announce Strategic Partnership to Launch New Series of ETFs. Siebert Financial Corp. (NASDAQ: SIEB) (“Siebert”), a diversified financial services company, and Unusual Whales, a financial data and market intelligence platform, today announced a strategic partnership to develop and launch a series of exchange-traded funds (ETFs). Next. Second, from The Capitalist. Powell slams DOJ probe in to the Federal Reserve. Powell slams DOJ probe into his congressional testimony Gold and silver surge to new heights on news of the probe GOP rebel threatens to block all Fed picks Trump proposes a cap on credit card interest Bank stocks reel on credit card cap announcement DOW: 49514.93 (⬆️ 0.02%) S&P: 6975.63 (⬆️ 0.13%) NASDAQ: 23766.33 (⬆️ 0.40%) CBOE VIX Volatil