b*****l
发帖数: 85 | 1 Capital One Pair Accused of Trading on What’s in Your Wallet
Capital One Financial Corp. (COF)’s “What’s in your wallet?” slogan took
on new meaning for two former employees accused of using customer credit-
card data to trade on stocks in three companies, according to U.S.
regulators.
Bonan Huang, 32, of Glen Allen, Virginia, and Nan Huang, 36 of Richmond,
Virginia, used their employer’s nonpublic database of sales information to
determine revenue trends for retailers and make trades based on those
assessments, the Securities and Exchange Commission said in a lawsuit filed
Wednesday in Philadelphia federal court.
The agency didn’t identify Capital One or the target companies in its
complaint. Capital One confirmed that the accused both worked there. The two
were fired Jan. 16, according to the complaint.
“We’ve been working closely with the SEC on this investigation, which
involves two former employees,” Tatiana Stead, a spokeswoman for the McLean
, Virginia-based bank, said in a phone interview.
For three years beginning January 2012, the men made about $2.8 million on a
$147,300 investment, a return of about 1,800 percent, trading in six online
accounts, according to the complaint. The SEC is seeking disgorgement of
the trading profits and a civil penalty of as much as three times those
profits.
http://www.bloomberg.com/news/2015-01-22/capital-one-workers-ac |
d********t
发帖数: 9628 | 2 人才啊
took
to
filed
【在 b*****l 的大作中提到】
: Capital One Pair Accused of Trading on What’s in Your Wallet
: Capital One Financial Corp. (COF)’s “What’s in your wallet?” slogan took
: on new meaning for two former employees accused of using customer credit-
: card data to trade on stocks in three companies, according to U.S.
: regulators.
: Bonan Huang, 32, of Glen Allen, Virginia, and Nan Huang, 36 of Richmond,
: Virginia, used their employer’s nonpublic database of sales information to
: determine revenue trends for retailers and make trades based on those
: assessments, the Securities and Exchange Commission said in a lawsuit filed
: Wednesday in Philadelphia federal court.
|
A*******s
发帖数: 3942 | 3 牛逼啊...
应该是分析credit cards merchant debit的数据，
从而筛选出消费趋势最突出的几个retailer
took
to
filed
【在 b*****l 的大作中提到】
: Capital One Pair Accused of Trading on What’s in Your Wallet
: Capital One Financial Corp. (COF)’s “What’s in your wallet?” slogan took
: on new meaning for two former employees accused of using customer credit-
: card data to trade on stocks in three companies, according to U.S.
: regulators.
: Bonan Huang, 32, of Glen Allen, Virginia, and Nan Huang, 36 of Richmond,
: Virginia, used their employer’s nonpublic database of sales information to
: determine revenue trends for retailers and make trades based on those
: assessments, the Securities and Exchange Commission said in a lawsuit filed
: Wednesday in Philadelphia federal court.
|
d********t
发帖数: 9628 | 4 不去hedge fund可惜了。或者说capital one自己不搞个fund可惜了
【在 A*******s 的大作中提到】
: 牛逼啊...
: 应该是分析credit cards merchant debit的数据，
: 从而筛选出消费趋势最突出的几个retailer
:
: took
: to
: filed
|
x*******a
发帖数: 11067 | 5 我的天，这是熟人啊。
看了新闻，sec没理由告人家啊。
took
to
filed
【在 b*****l 的大作中提到】
: Capital One Pair Accused of Trading on What’s in Your Wallet
: Capital One Financial Corp. (COF)’s “What’s in your wallet?” slogan took
: on new meaning for two former employees accused of using customer credit-
: card data to trade on stocks in three companies, according to U.S.
: regulators.
: Bonan Huang, 32, of Glen Allen, Virginia, and Nan Huang, 36 of Richmond,
: Virginia, used their employer’s nonpublic database of sales information to
: determine revenue trends for retailers and make trades based on those
: assessments, the Securities and Exchange Commission said in a lawsuit filed
: Wednesday in Philadelphia federal court.
|
N******K
发帖数: 10202 | 6 这才是大数据啊 不错
took
to
filed
【在 b*****l 的大作中提到】
: Capital One Pair Accused of Trading on What’s in Your Wallet
: Capital One Financial Corp. (COF)’s “What’s in your wallet?” slogan took
: on new meaning for two former employees accused of using customer credit-
: card data to trade on stocks in three companies, according to U.S.
: regulators.
: Bonan Huang, 32, of Glen Allen, Virginia, and Nan Huang, 36 of Richmond,
: Virginia, used their employer’s nonpublic database of sales information to
: determine revenue trends for retailers and make trades based on those
: assessments, the Securities and Exchange Commission said in a lawsuit filed
: Wednesday in Philadelphia federal court.
|
t********t
发帖数: 1264 | 7 上次不是有人问大数据在金融里的应用吗？这应该算大数据最靠谱的应用了，都是信用
卡部门分析好的，直接偷出来用就行了 |
t********t
发帖数: 1264 | 8 以后hedge fund收购各种可收集大规模消费者数据的utility公司是趋势，包括生活垃
圾回收都可以收集大量这种消费趋势数据 |
s*****G
发帖数: 1535 | |
h******r
发帖数: 201 | 10 I don't think this is a fair charge. Ahtough SEC frozen their
assets, their family can still hire a good lawyer and probably will
not lose all of their profits. Anyway, these two men are genius.
took
to
filed
【在 b*****l 的大作中提到】
: Capital One Pair Accused of Trading on What’s in Your Wallet
: Capital One Financial Corp. (COF)’s “What’s in your wallet?” slogan took
: on new meaning for two former employees accused of using customer credit-
: card data to trade on stocks in three companies, according to U.S.
: regulators.
: Bonan Huang, 32, of Glen Allen, Virginia, and Nan Huang, 36 of Richmond,
: Virginia, used their employer’s nonpublic database of sales information to
: determine revenue trends for retailers and make trades based on those
: assessments, the Securities and Exchange Commission said in a lawsuit filed
: Wednesday in Philadelphia federal court.
|
|
|
b*****l
发帖数: 85 | 11 of course they crossed the line. yes, they are smart but they should know
that the information they used to profit from trading are customers' private
information and COF only allowed to collect those information under the
agreement that these info will only be used to process credit card payment.
No need to mention they achieved personal profit by capitalizing on COF's
intellectual property.
【在 h******r 的大作中提到】
: I don't think this is a fair charge. Ahtough SEC frozen their
: assets, their family can still hire a good lawyer and probably will
: not lose all of their profits. Anyway, these two men are genius.
:
: took
: to
: filed
|
d********t
发帖数: 9628 | 12 我听说GS和MS都这么搞很久了。
【在 t********t 的大作中提到】
: 以后hedge fund收购各种可收集大规模消费者数据的utility公司是趋势，包括生活垃
: 圾回收都可以收集大量这种消费趋势数据
|
h******r
发帖数: 201 | 13 This really depends on how their lawyer defends them. I didn't read that SEC
is seeking criminal charges or they have been arrested in prision yet.If
their families help them hire a good lawyer,this case may not be that severe
as you think. Optimistically, they could still keep a portion of their
millions profits.
private
.
【在 b*****l 的大作中提到】
: of course they crossed the line. yes, they are smart but they should know
: that the information they used to profit from trading are customers' private
: information and COF only allowed to collect those information under the
: agreement that these info will only be used to process credit card payment.
: No need to mention they achieved personal profit by capitalizing on COF's
: intellectual property.
|
b*****l
发帖数: 85 | 14 but they were trading on non-public info. that is for sure.
SEC
severe
【在 h******r 的大作中提到】
: This really depends on how their lawyer defends them. I didn't read that SEC
: is seeking criminal charges or they have been arrested in prision yet.If
: their families help them hire a good lawyer,this case may not be that severe
: as you think. Optimistically, they could still keep a portion of their
: millions profits.
:
: private
: .
|
b*****l
发帖数: 85 | 15 by the way, COF can sue them for breach of the duty of loyalty.
SEC
severe
【在 h******r 的大作中提到】
: This really depends on how their lawyer defends them. I didn't read that SEC
: is seeking criminal charges or they have been arrested in prision yet.If
: their families help them hire a good lawyer,this case may not be that severe
: as you think. Optimistically, they could still keep a portion of their
: millions profits.
:
: private
: .
|
C*********e
发帖数: 587 | 16 前面那些感觉这么做没事的都是文盲加法盲吧。。。利用non public material info
trading这种事情，如果没有约束，金融市场早乱套了（SAC这么搞，最终还是被罚了，
fund也变成family office了，pm也抓了好几个）
对于专业投资机构，难点不是怎么用数据／信息，而是数据／信息怎么合法的使用，还
有很多信号一上规模就不起作用了
took
to
filed
【在 b*****l 的大作中提到】
: Capital One Pair Accused of Trading on What’s in Your Wallet
: Capital One Financial Corp. (COF)’s “What’s in your wallet?” slogan took
: on new meaning for two former employees accused of using customer credit-
: card data to trade on stocks in three companies, according to U.S.
: regulators.
: Bonan Huang, 32, of Glen Allen, Virginia, and Nan Huang, 36 of Richmond,
: Virginia, used their employer’s nonpublic database of sales information to
: determine revenue trends for retailers and make trades based on those
: assessments, the Securities and Exchange Commission said in a lawsuit filed
: Wednesday in Philadelphia federal court.
|
h*******u
发帖数: 15326 | 17 SEC抓这种事有先例的，请看2010年的案子
http://dealbook.nytimes.com/2010/10/01/s-e-c-charges-railroad-w
这个案子更牛，人连数据都没用，靠自己观察火车数量就推断出交易信号了。所以这两
个老中不冤，他们非法使用不公开数据可是铁的事实。
took
to
filed
【在 b*****l 的大作中提到】
: Capital One Pair Accused of Trading on What’s in Your Wallet
: Capital One Financial Corp. (COF)’s “What’s in your wallet?” slogan took
: on new meaning for two former employees accused of using customer credit-
: card data to trade on stocks in three companies, according to U.S.
: regulators.
: Bonan Huang, 32, of Glen Allen, Virginia, and Nan Huang, 36 of Richmond,
: Virginia, used their employer’s nonpublic database of sales information to
: determine revenue trends for retailers and make trades based on those
: assessments, the Securities and Exchange Commission said in a lawsuit filed
: Wednesday in Philadelphia federal court.
|
f*******4
发帖数: 54 | 18 据同事可靠消息，两位天才已预感事发，提前回国了，逃脱fbi追捕。 |
m********8
发帖数: 7463 | 19 带着３粒米回国了？人才啊～～
【在 f*******4 的大作中提到】
: 据同事可靠消息，两位天才已预感事发，提前回国了，逃脱fbi追捕。
|
f*******4
发帖数: 54 | 20 没有，目前账户已被冻结了，估计大部分还在这边。只能带上个几千上万块上飞机的。
当然如果之前汇过一些钱回中国也有可能。 |
|
|
g*******i
发帖数: 258 | 21 right, it doesn't seem possible they could transfer such amount of money out
of the US
$100,00 per day will get you into trouble, no need to say this huge money
【在 f*******4 的大作中提到】
: 没有，目前账户已被冻结了，估计大部分还在这边。只能带上个几千上万块上飞机的。
: 当然如果之前汇过一些钱回中国也有可能。
|
s*******g
发帖数: 243 | 22 用west union的话应该很快吧。经常有人被骗了，用west union把钱汇了，过两天反应
过来钱已经追不回来了。
out
【在 g*******i 的大作中提到】
: right, it doesn't seem possible they could transfer such amount of money out
: of the US
: $100,00 per day will get you into trouble, no need to say this huge money
|
d********t
发帖数: 9628 | 23 几百万说绘就汇？FBI吃干饭的？
【在 s*******g 的大作中提到】
: 用west union的话应该很快吧。经常有人被骗了，用west union把钱汇了，过两天反应
: 过来钱已经追不回来了。
:
: out
|
t********t
发帖数: 1264 | 24 Gs已经开始翻垃圾找数据了？话说这主意不错，完全是合法的public info
【在 d********t 的大作中提到】
: 我听说GS和MS都这么搞很久了。
|
w**********y
发帖数: 1691 | 25 这个雇好的律师应该能打赢。他们用的不是insider information，顶多算Non-public.
用non-public的数据不要太常见，举个例子FXCM一直都卖所谓的sentiment data，这些
数据包括了通过它做brokerage的所有clients每天的甚至每小时的各个market的
position。说白了就是把散户当反指。 |
Y******u
发帖数: 1912 | 26 这里大部分人感觉都没上过insider trading的training课。美国法律中是没有insider
trading law的，SEC对于insider trading其实是对法律中breach fiduciary duty or
other relationship of trust的一种延伸。具体说来，只要你知道给你信息的人是希
望你保守这个秘密（不管是明说还是隐含），而且这个秘密是一个reasonable
investor会make profit on it(non-public material)，你就为个人利益breach了这个
relationship of trust，就是违法的
这个案例里，Capital One是给他们两信息方，肯定要他们签订了保密条款（就算没有
，也可以assume employee有义务保守秘密），然后reasonable investor会认为这个
data是可以trade的，那么他们就是insider trading |
h******8
发帖数: 342 | |
C*********e
发帖数: 587 | 28 re，这个是靠谱的回复
insider
or
【在 Y******u 的大作中提到】
: 这里大部分人感觉都没上过insider trading的training课。美国法律中是没有insider
: trading law的，SEC对于insider trading其实是对法律中breach fiduciary duty or
: other relationship of trust的一种延伸。具体说来，只要你知道给你信息的人是希
: 望你保守这个秘密（不管是明说还是隐含），而且这个秘密是一个reasonable
: investor会make profit on it(non-public material)，你就为个人利益breach了这个
: relationship of trust，就是违法的
: 这个案例里，Capital One是给他们两信息方，肯定要他们签订了保密条款（就算没有
: ，也可以assume employee有义务保守秘密），然后reasonable investor会认为这个
: data是可以trade的，那么他们就是insider trading
|
p*******s
发帖数: 113 | 29 别怪我较真，估计全世界只有中国人管这种行为叫聪明，
如果事先不知道这个违法，这么干了，那叫傻或者无知，
如果事先知道这个违法，还干，那叫报侥幸心理钻空子（或者是贪心冲昏了头），
不管怎样都不能叫聪明。
现在事发了，落得一场空，如果真能协赃款跑路安享后半生，那还能算是有点本事！
【在 h******8 的大作中提到】
: 怪就怪人太聪明了
|
w**********y
发帖数: 1691 | 30 Steven Cohen 发来贺电，对中国人自恨和自我检讨的大无畏精神表示欣慰
【在 p*******s 的大作中提到】
: 别怪我较真，估计全世界只有中国人管这种行为叫聪明，
: 如果事先不知道这个违法，这么干了，那叫傻或者无知，
: 如果事先知道这个违法，还干，那叫报侥幸心理钻空子（或者是贪心冲昏了头），
: 不管怎样都不能叫聪明。
: 现在事发了，落得一场空，如果真能协赃款跑路安享后半生，那还能算是有点本事！
|
|
|
p*******s
发帖数: 113 | 31 自恨？靠，说的根本不是一个意思，瞎搅和什么呀
你要是佩服干这种事的，那你我跟本不是一个世界的, 恕不奉陪
【在 w**********y 的大作中提到】
: Steven Cohen 发来贺电，对中国人自恨和自我检讨的大无畏精神表示欣慰
|
h******r
发帖数: 201 | 32 我无意吵架，但是感觉这里有些自称懂法的一些人仍然是纸上谈兵。美国法律体系的经
济基础是资本主义重商主义。在这个系统下，任何法律也好人权也好，都是为了金钱服
务的；negotiation和compromise是解决很多法律案件的不二法门。你被charge，你也
有权为自己辩护，如果SEC不freeze被告账户使得被告无法雇律师的话，官司往往会变
得冗长使得任何一方包括SEC都会烦恼。这样是SEC不愿意看到的。参考前不久的高亢案
，为什么SEC要突然袭击freeze高亢账户？为什么高亢这么容易就认罪？别以为真是高
亢偷了什么东西，仅仅是SEC的法律手段使得不谙世事的高亢认罪而已。看bloomberg新
闻，两黄案件中，SEC也是迅速冻结了两黄的资产。
我前面说的，先不说两黄做了什么，如果两黄有钱雇律师，这个案件不是什么大事，目
前为止，两黄没有被逮捕，也没有任何逮捕令签发，目前还是民事案件，没有criminal
charge。只要两黄不用担心身份（因为你一担心，很多底线就不攻自破），有人为他
们雇律师，坚持打下去，结果不会太差。比如，我个人认为，可以pro-offer给SEC，投
资所得的几百万并不都是用cof的数据赚的，有至少一部分是来自明智的投资，交出不
能证明是合法的部分，SEC会接受的。当然，最后律师费不会低，也许正式因为这些原
因，两黄回国了吧（纯属个人猜测）。
题外话，类似的，虽然SAC案子还没结案，但结果已经比较明朗了，最多就是多付赔款
，cohen同志交出几个替罪羊后还是可以继续保留自己大部分资产，point72在这些年仍
然会是大HF之一。
我个人的2cents，如果有冒犯，希望这里大牛海涵。
insider
or
【在 Y******u 的大作中提到】
: 这里大部分人感觉都没上过insider trading的training课。美国法律中是没有insider
: trading law的，SEC对于insider trading其实是对法律中breach fiduciary duty or
: other relationship of trust的一种延伸。具体说来，只要你知道给你信息的人是希
: 望你保守这个秘密（不管是明说还是隐含），而且这个秘密是一个reasonable
: investor会make profit on it(non-public material)，你就为个人利益breach了这个
: relationship of trust，就是违法的
: 这个案例里，Capital One是给他们两信息方，肯定要他们签订了保密条款（就算没有
: ，也可以assume employee有义务保守秘密），然后reasonable investor会认为这个
: data是可以trade的，那么他们就是insider trading
|
s*********e
发帖数: 4475 | 33 这案子也就以罚点小款结束。 几个亲戚都没事。
Update: On January 27, 2014 a federal jury found that Rex C. Steffes, Cliff
M. Steffes, Bret W. Steffes and Rex R. Steffes were not liable for violating
the securities laws. On April 10, 2012, the Commission obtained a consent
judgment against Defendant W. Gary Griffiths, Rex C. Steffes' brother-in-law
. Without admitting or denying the SEC's allegations, Griffiths agreed to
pay a civil penalty of $120,000 in order to settle the Commission's claims
that he tipped Rex C. Steffes about the upcoming acquisition of Florida East
Coast Industries, Inc. Previously, without admitting or denying the SEC's
allegations, Robert J. Steffes consented to a court order that permanently
enjoins him from violating Section 10(b) of the Securities Exchange Act of
1934 and Rule 10b-5 thereunder and require him to pay disgorgement of $104,
981, prejudgment interest of $15,951 and a penalty of $104,981.
【在 h*******u 的大作中提到】
: SEC抓这种事有先例的，请看2010年的案子
: http://dealbook.nytimes.com/2010/10/01/s-e-c-charges-railroad-w
: 这个案子更牛，人连数据都没用，靠自己观察火车数量就推断出交易信号了。所以这两
: 个老中不冤，他们非法使用不公开数据可是铁的事实。
:
: took
: to
: filed
|
f***c
发帖数: 1285 | 34 试图取钱被冻结
The SEC won a temporary court order Wednesday freezing their assets after
Bonan Huang attempted to withdraw $250,000 from one of the trading accounts. |
f***c
发帖数: 1285 | 35 来具体看看他们是怎么赢利的
Buying Options
The complaint describes trades made in Company A, a consumer retailer of
outdoor sporting goods. That company announced Jan. 15, 2014, that it would
publicly release fourth-quarter and fiscal-year 2013 financial results
before the stock market opened on Feb. 13.
Nan Huang conducted a search for credit card sales linked to Company A on
Feb. 7 and Feb. 8. On Feb. 12, a day before the public earnings release, he
purchased 170 contracts of put options on Company A’s stock with strike
prices ranging from $65 to $70 and expiration dates of Feb. 22, for $51,890.
Purchasing the options meant Huang would profit from a decrease in the
company’s stock price by Feb. 22.
When Company A announced a 10 percent decrease in sales on Feb. 13, its
stock fell 8 percent to $64.26. Nan Huang sold his options for $107,950 and
made 108 percent on his one-day investment, according to the complaint.
Company A is described in exhibits as using the registered trademark “the
World’s Foremost Outfitter,” a trademark that belongs to Cabela’s Inc. (
CAB) |
f***c
发帖数: 1285 | 36 The men made similar trades in April in Company B, a consumer retail company
that sells women’s and men’s fashion accessories. That company trades
Hong Kong depositary receipts under the symbol 6388, a ticker symbol used by
Coach Inc. (COH) unit.
In June 2014, the men traded in Company C, described as a consumer retail
company that sells “fast-casual” food, making more than $377,000 in one
day, according to the complaint. In exhibits, Company C is described as
operating six ShopHouse Southeast Asian Kitchen restaurants, Chipotle
Mexican Grill Inc.’s smaller chain which opened in 2011.
The case is SEC v. Huang, 15-cv-00269, U.S. District Court, Eastern District
of Pennsylvania (Philadelphia) |
s****e
发帖数: 69 | 37 Kang Gao 认罪了？ 出处在哪里？还是您乱喷的？
criminal
【在 h******r 的大作中提到】
: 我无意吵架，但是感觉这里有些自称懂法的一些人仍然是纸上谈兵。美国法律体系的经
: 济基础是资本主义重商主义。在这个系统下，任何法律也好人权也好，都是为了金钱服
: 务的；negotiation和compromise是解决很多法律案件的不二法门。你被charge，你也
: 有权为自己辩护，如果SEC不freeze被告账户使得被告无法雇律师的话，官司往往会变
: 得冗长使得任何一方包括SEC都会烦恼。这样是SEC不愿意看到的。参考前不久的高亢案
: ，为什么SEC要突然袭击freeze高亢账户？为什么高亢这么容易就认罪？别以为真是高
: 亢偷了什么东西，仅仅是SEC的法律手段使得不谙世事的高亢认罪而已。看bloomberg新
: 闻，两黄案件中，SEC也是迅速冻结了两黄的资产。
: 我前面说的，先不说两黄做了什么，如果两黄有钱雇律师，这个案件不是什么大事，目
: 前为止，两黄没有被逮捕，也没有任何逮捕令签发，目前还是民事案件，没有criminal
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w*****l
发帖数: 38 | 38 that is not inside trading!!
get a good lawyer. fight SEC!
It may violated capital one policy.
It simply using data.
how about I survey store to poll sale trend for some vendors? that is
illegal?
BS!
took
to
filed
【在 b*****l 的大作中提到】
: Capital One Pair Accused of Trading on What’s in Your Wallet
: Capital One Financial Corp. (COF)’s “What’s in your wallet?” slogan took
: on new meaning for two former employees accused of using customer credit-
: card data to trade on stocks in three companies, according to U.S.
: regulators.
: Bonan Huang, 32, of Glen Allen, Virginia, and Nan Huang, 36 of Richmond,
: Virginia, used their employer’s nonpublic database of sales information to
: determine revenue trends for retailers and make trades based on those
: assessments, the Securities and Exchange Commission said in a lawsuit filed
: Wednesday in Philadelphia federal court.
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d********t
发帖数: 9628 | 39 你得能证明你的data是通过survey每个retailer得来的。这个很好查的。
【在 w*****l 的大作中提到】
: that is not inside trading!!
: get a good lawyer. fight SEC!
: It may violated capital one policy.
: It simply using data.
: how about I survey store to poll sale trend for some vendors? that is
: illegal?
: BS!
:
: took
: to
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w*****l
发帖数: 38 | 40 what i saying is that it is a survey of the sale.
COF's credit card info is really a small subset of data.
In other words, no one would simply base its buy-sale equity on its data.
These two guys did their research and also took some risk.
it is similar to ask local walmart and target how a particular product sold
in last month.
peter Lynch used to do that all the time.
【在 d********t 的大作中提到】
: 你得能证明你的data是通过survey每个retailer得来的。这个很好查的。
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d********t
发帖数: 9628 | 41 你显然没有任何金融行业的常识。如果他们自己用public data得到跟用公司data同样
的结论，这叫mosaic，完全没问题。可他们肯定没这样做。在这个case中，他们的分析
结论和交易方法无关紧要，重要的是数据来源。
sold
【在 w*****l 的大作中提到】
: what i saying is that it is a survey of the sale.
: COF's credit card info is really a small subset of data.
: In other words, no one would simply base its buy-sale equity on its data.
: These two guys did their research and also took some risk.
: it is similar to ask local walmart and target how a particular product sold
: in last month.
: peter Lynch used to do that all the time.
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t********t
发帖数: 1264 | 42 大型卡商的data虽然只是subset，但是绝对算representative subset，加上适当
rescale就能推测出合理销售额。预测trend的准确性应该更高。做betting，不就是博
trend和market expectation的高低嘛。用这个数据，即使有风险也是极低的
sold
【在 w*****l 的大作中提到】
: what i saying is that it is a survey of the sale.
: COF's credit card info is really a small subset of data.
: In other words, no one would simply base its buy-sale equity on its data.
: These two guys did their research and also took some risk.
: it is similar to ask local walmart and target how a particular product sold
: in last month.
: peter Lynch used to do that all the time.
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c******3
发帖数: 296 | 43 有时觉得雇国人进入自己的团队是一件非常危险的决定 |
d********t
发帖数: 9628 | 44 没错哈哈
【在 c******3 的大作中提到】
: 有时觉得雇国人进入自己的团队是一件非常危险的决定
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p******a
发帖数: 17 | 45 post earning price reaction和sales不完全相关吧，不知道这两个人怎么在170个股
票里选的，还是凭运气。 |
s*****0
发帖数: 9 | 46 同意 这么买option还没有赔光的也是神人了。好多sales很好price狂跌的。
【在 p******a 的大作中提到】
: post earning price reaction和sales不完全相关吧，不知道这两个人怎么在170个股
: 票里选的，还是凭运气。
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k*******d
发帖数: 707 | |
A*******s
发帖数: 3942 | 48 应该还得考虑业界的研究。估计是筛选了几个预测和market expectation差别比较大的
公司。这是为啥这俩老中得等到季报前一天才买option的原因。只要有data，sale
forcasting 早做晚做一个月都不会有啥大差别，但是他们得等到最后一天才确定
inside info没有流出来到市场上。
【在 p******a 的大作中提到】
: post earning price reaction和sales不完全相关吧，不知道这两个人怎么在170个股
: 票里选的，还是凭运气。
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