STOCK PICK:  Nvidia


 

9:46:20 PM] Stephen Shiao: Price: dropped 20% in past 2 months, but forecast is bullish at Q2 earning (in August). Q4 expected $1.01~$1.26B. Current at 5% of 52 week low.
 

[9:47:19 PM] Stephen Shiao: Apple: 15" iMac (4-5M units/yr) come with Kepler line of GPU.
 

[9:48:29 PM] Stephen Shiao: Mobile/Tablet: Tega 3 SoC powered Google Nexus 7, Amazon Kindle File + HD, Segment as low end priced ($199 ~ $249), because Apple iPad-Mini priced $329
 

[9:50:33 PM] Stephen Shiao: PC: HP/DELL will follow Apple use GeForce
 

[9:51:19 PM] Stephen Shiao: Game: GeForce, 60% faster.

BUS600 ProSem: Chapter 5 - Quantitative Analysis

I learned a couple concepts in Quantitative Analysis

• Decision Trees - A way to graphically show and quantify multiple outcomes of a business decision
• Sunk Cost - Investment made in the past that have no bearing on future investment decisions

1. Decision Trees:  Below is a schematic example that illustrates the basic element of decision trees.

2. Sunk Cost:
What is a "sunk cost"? What is the definition of a "sunk cost"? What does the term "sunk cost" mean?

"Sunk cost" is a business term that refers to a cost that has been spent and can not be recovered.

Example 1: A company decides to spend $30,000,000 building a new warehouse.

After spending $15 million on the construction of the newA warehouse, with similar specs to the one that the company is currently building, is listed at a price of $10 million.

The company has "sunk costs" of $15 million (this amount can't be recovered, as the new warehouse is incomplete and can't be sold).

From an economic standpoint, the smart decision would be for the company to abandon the construction of their new warehouse and buy the one that is being listed for $10 million.

However, sunk costs usually incur a form of "emotional investment", and many people have a hard time walking away from something once they have incurred costs that can not be recovered.  warehouse, the real estate market in the area begins to tank due to a very weak economy.


BUS600 ProSem: Chapter 4 - Organizational Behavior












The following tree structures illustrated how a large organizational behavior.

BUS600 ProSem: Chapter 3 - Accounting

The Balance Sheet: The listing of what a company owns and owes at a point in time

The Statement of Cash Flows: The summary of how a company generates and uses its cash during a period of time

Opinion: I have learnt some accouting related knowledge from this chapter, such as features of accounts, nature of accounts, analyze the earning, report accuracy, accounting problem, and etc.

BUS600 ProSem: Chapter 2 - Ethics

Stakeholder Analysis - A framework considering who is affected by a business decision

Stakeholder analysis is an essential part of developing a useful Engagement Plan. A common method of stakeholder analysis is a Stakeholder Matrix. This is where stakeholders are plotted against two variables. These variables might be plotting the level of ‘stake’ in the outcomes of the project against ‘resources’ of the stakeholder. Another is the ‘importance’ of the stakeholder against the ‘influence’ of the stakeholder. The concept is the same, though the emphasis is slightly different

BUS600 ProSem: Chapter 1 - Marketing

The key marketing concepts I learned:

The 7 Steps of Market Strategy Development

1. Consumer analysis
2. Market anaysis
3. Competitive analysis
4. Distribution channel analysis
5. Develop the marketing mix
6. Determine the economics
7. Revise

SWOT Analysis - competitive analysis of strengths, weakness, opportunities, and threats