梁山·价值投资笔记

使用七则。标个书签。

http://singhray.blogspot.com/2010/01/seven-rules-for-effectively-using.html

里面的乱象总算有些改观。房东的这个房子很不错，楼下有一间靠车库很适合当办公室的房间。把车库里面的屏风抬出来，隔成两间，很有一点以前公司里面小卧室的味道。

I talk to the experts
So I know whose ass to kick
So I know whose ass to ki-i-ick
So I–So I know whose ass to kick
You know, when you talk to fishermen on the verge of tears,
gets you frustrated
There has not been an idea that we have not evaulated
I would love to vent–I would love to shout and holler
But my main job is to solve the problem
This happens and turns out they’ve had no idea what they’re doin
We’ve just gotta keep on movin, pushin and movin, we’re gonna get through it
People, they’re upset and they have every right to be
The best possible service from me is ass-KICKin
If it’s the last thing I do, I’ma kick BP’s ass
This is gonna be a very, very difficult task
Chorus
Mr. T / Expert
Chuck Norris / Expert
Bruce Lee / Expert
Bruce Willis / Expert
Betty White / Expert
Al Pacino / Expert
Tinky Winky……………Expert
Jack Bauer / Expert
Jackie Chan / Expert
Darth Vader / Expert
Peter Pan / Expert
Genghis Khan / Expert
Batman / Expert
THE LOLLIPOP GUIIIIIIIIILD / Ya know, I have to tell ya…expert

经常更改密码一般被认为是一种好的安全措施。最近微软研究表明，这项措施完全就是浪费时间和金钱，因为别人拿到你的密码之后会马上就去用，而不是等到你把密码改了之后。当然，勤换密码也没什么坏处，除非你记不住密码只好把它写在纸上。

这个研究有点二。

1. http://www.boston.com/bostonglobe/ideas/articles/2010/04/11/please_do_not_change_your_password/?page=full
2. http://news.yahoo.com/s/ytech_wguy/20100413/tc_ytech_wguy/ytech_wguy_tc1590

http://www.nytimes.com/2008/05/01/garden/01moss.html
http://www.coderun.com/
http://www.learndevnow.com/
http://ibankcoin.com/chart_addict/
http://www.financems.com/mark-haines-cnbc-31009-haines-bottom.html
http://www.whosdatedwho.com/celebrity/photos/erin-burnett.htm

今年Gartner的BI魔幻象限多了Tableau，就不多说了。传统上要经过IT部门整个几个月出数据的模式不够有效率，把更多的数据更容易地展现给终端用户是大势所趋。西雅图有家整政府数据的公司Socrata，开业已经三年多了，据说是SaaS模式，两年前也捞过650万的A轮，但是不知道他们的业务靠什么赚钱。

BI过后最终是要行动（优化业务流程等等）的。这个领域里面有几个有趣的公司，可以观望一下：PEGA五年来涨了近6倍，SPY的扁平，QQQQ和MSFT的+20%无法望其项背。PEGA比起云中三少GOOG AMZN CRM也强不少。连炙手可热的BIDU也略逊一筹。未来几年PEGA要么成为一个更大的类似CRM的Niche业务公司，要么被更大的ORCL SAP IBM等收购。升值还有潜力。

PROJ和SFSF需要继续研究研究。

1. Gartner 2009年商业智能魔幻象限
2. Gartner 2010年商业智能魔幻象限
3. Socrata
4. Open Government