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DK Opinion
DK
28 episodes
6 days ago
All about Strategy, Business, Management and Leadership which include my personal working experiences after 25 years software industry working history in Taiwan.
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Entrepreneurship
Business
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All content for DK Opinion is the property of DK and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
All about Strategy, Business, Management and Leadership which include my personal working experiences after 25 years software industry working history in Taiwan.
Show more...
Entrepreneurship
Business
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【動態策略】從隨機性陷阱談到飛輪效應(1/2)
DK Opinion
12 minutes 11 seconds
4 years ago
【動態策略】從隨機性陷阱談到飛輪效應(1/2)

「看似有規律、有依據的循環,其實只是隨機變化中的小樣本型態,別被事後諸葛的分析給騙了。」

在社群中,朋友們談論起最近資本市場的動態變化時,我隨意地丟出了描述個人感想的這段話。

這段話,出自於我對「隨機騙局」(見最下方的註解)這本書的理解與看法。

其實簡單來說,那段對資本市場的描述,可以用更白話的一個故事來說明與解釋。

「故事是這樣的…

話說,有一個賭徒和別人對賭,如果他躑硬幣正面的話,就贏對方10元,但如果躑到反面的話,就輸對方1萬元。

如果是個正常人的話,這賭局很簡單,跟他賭了就對了,反正硬幣再怎樣都有 1/2 的機率會躑到反面,那就贏 1 萬元了。

這時候,你會賭嗎?廢話,當然開賭了!

但是,等等…不覺得事有蹊蹺嗎?這麼簡單的道理,為什麼這個賭徒敢這麼傻蛋地跟你賭?

不對,不對,這其中一定有問題。我們得要好好思考、檢查、質疑、提出疑問、調查這其中是否有詐。

嗯~左看右看,上查下查,看起來都沒問題,而且就算跟他賭了,他再怎樣運氣好連贏個10來次,我就不跟他玩了,100多塊錢,沒啥損失。

那就跟他賭下去吧!

故事…就到這邊先暫停一個段落。」

DK Opinion
All about Strategy, Business, Management and Leadership which include my personal working experiences after 25 years software industry working history in Taiwan.