Wednesday, November 18, 2009

fingerprinted

After having 3 hours training and get my fingerprinted, I will become a mentor of a 10th grade student.

During the training, I was shocked that the middle school students in US have so much social problems than kids in China. One lady, now a mom, told us that she was forced to leave home after her parents' divorce. At that time, she just graduated from the high school. If it weren't for his dad's partner, she couldn't gather herself quickly and go ahead. I find that people have similar experience are usually more mature but sometimes they becomes wierd and isolated. I am not sure how one can become mature without experiencing too much pains. That's why I am still so naive.

In class, we were trained to reframe our drinking/sex experiences and we were particularly taught how to handle the situation when a middle school girl gets pregnant. The trainer emphasized "Although there are condom distribution centers in school." We were also told to be prepare for the unpunctuality of the mentee and how to cope with too reserved/too inquisitive kids. One thing important is that we need to understand the subtleness of establishing a relationship. For instance, when calling his/her home, we need to asking whether they would like us to be introduced.

At last, our trainer asked us, "What are the characteristics of the mentors?" Primary answers are integrity, caring, given selflessly, loving. Trainer pointed out that mentors need to be inspiring and supportive. When looking back to my past life, I have never had a mentor, which is a great pity. It will be great fun to have someone that you respect to care about you and advise you.

I like today's training, especially after hopping among 4 projects for the whole day. I am excited at the new role that I will play. Remember, now I have my fingerprinted and FBI will have my record. I need to behave myself. God, pls also bless me.

Monday, November 9, 2009

Nov 09

Ideas + Focus + Execution

Past doesn't represent future.
However, no past no future.

Don't enter the 2 players situation without any thoughts in the poker game.

Behind every rationalized reason there lies the real reason.

Use your power to fight for your rights.

It's your passion and commitment that make the difference.

Friday, November 6, 2009

This is it - Michael Jackson

Stage is set for him. Music is controlled by him. His unparralleled creativity and imagination allow his dance and music to shine for ages and will shine forever. His music will never die.

He is the King of Pop. He created the church of Rock & Roll. He knows every tempo of his music, knows the exact moment to seize the attention of the audience, knows where to stop naturally and pose classically, knows every movements and expressions of the dancers around him.

His talent brings him fame and fortune but never brings him happiness, peacefulness and warmth.

Besides his music and dance, people do not care about other shining parts of him. They ignore his love for nature, for people and for world. They ignore his struggle to remain pure in the dirt. They ignore the fact that he has been hurted by the public all the time. Business is business. People made up every news of him to become rich.

What can I say? It is like a wierd circle that similar tragedy never ends. MJ will not be the first and last person that experiences such torture.

But, but please let us remember his words that MJ said during the rehearsal, "Love is the most important thing. "

God bless MJ. God bless us.

Thursday, November 5, 2009

阳光灿烂的冬天

纽约的秋天瞬间而过,温度开始降到很低。可是太阳似乎还在眷顾北半球的, 每天阳光都准时地给了人们带来温暖。

昨晚走在街上,心里有些疲惫。 突然看到迎面走来一对情侣,一个搂在另一个的腰间,感觉很温馨。当他们走近的时候,发现原来是一对男性, 但是还是感觉那样的自然和和谐。

我突然想,如果世界上换成都是同性间的爱情会是怎么样? Then will we think it unacceptable if one man and one lady make out? Or Does it really matter?

Love shouldn't have any boundary, isn't it?

Wednesday, November 4, 2009

淹死的鱼

我是一条快淹死的鱼, 只有30 天了。

虽然幻想过得到上天的帮助,但是回天无力?我该怎么办? ?

I am tired.

Tuesday, November 3, 2009

The story before the data; The data behind the story.

My counselor is a senior manager that always has a story for the data at hand.

My mentor is a senior manager that always has the data to support a story.

If you think they are the same, you are wrong. They have totally different mindsets for valuation.

I asked myself today what matters more, a charming story or solid data?

I choose the latter.

Monday, October 19, 2009

Music - Oct 09

"Bella Luna"

Mystery the moonA hole in the skyA supernatural nightlightSo full but often rightA pair of eyes a closin' oneA chosen child of golden sunA marble dog that chases carsTo farthest reaches of the beach and far beyond into the swimming sea of starsA cosmic fish they love to kissThey're giving birth to constellationNo riffs and oh no reservationIf they should fall you get a wish or dedicationMay I suggest you get the bestFor nothing less than you and ILet's take a chance as this romance is rising over before we lose the lightingOh bella bella pleaseBella you beautiful lunaOh bella do what you doDo do do do doYou are an illuminating anchorOf leagues to infinite numberCrashing waves and breaking thunderTiding the ebb and flows of hungerYou're dancing naked there for meYou expose all memoryYou make the most of boundaryYou're the ghost of royalty imposing loveYou are the queen and king combining everythingIntertwining like a ring around the finger of a girlI'm just a singer, you're the worldAll I can bring yaIs the language of a loverBella luna, my beautiful, beautiful moonHow you swoon me like no otherMay I suggest you get the bestOf your wish may I insistThat no contest for little you or smaller IA larger chance happened, all them they lieOn the rise, on the brink of our livesBella pleaseBella you beautiful lunaOh bella do what you doBella luna, my beautiful, beautiful moonHow you swoon me like no other, oh oh oh


Desperado,

why dont you come to your senses? You been out ridin fences for so long nowOh, youre a hard oneI know that you got your reasonsThese things that are pleasin youCan hurt you somehowDon you draw the queen of diamonds, boyShell beat you if shes ableYou know the queen of heats is always your best betNow it seems to me, some fine thingsHave been laid upon your tableBut you only want the ones that you cant getDesperado, oh, you aint gettin no yougerYour pain and your hunger, theyre drivin you homeAnd freedom, oh freedom well, thats just some people talkinYour prison is walking through this world all aloneDont your feet get cold in the winter time? The sky wont snow and the sun wont shineIts hard to tell the night time from the dayYoure loosin all your highs and lowsAint it funny how the feeling goes away? Desperado, why dont you come to your senses? Come down from your fences, open the gateIt may be rainin, but theres a rainbow above youYou better let somebody love you, before its too late.

I'm Yours

Well you done done me and you bet I felt itI tried to be chill but you're so hot that I meltedI fell right through the cracksAnd now I'm trying to get backBefore the cool done run outI'll be giving it my bestestNothing's going to stop me but divine interventionI reckon it's again my turn to win some or learn someI won't hesitate no more, no moreIt cannot wait, I'm yoursWell open up your mind and see like meOpen up your plans and damn you're freeLook into your heart and you'll find love love loveListen to the music of the moment maybe sing with meI love peaceful melodyIt's your God-forsaken right to be loved love loved love lovedSo I won't hesitate no more, no moreIt cannot wait I'm sureThere's no need to complicateOur time is shortThis is our fate, I'm yoursI've been spending way too long checking my tongue in the mirrorAnd bending over backwards just to try to see it clearerMy breath fogged up the glassAnd so I drew a new face and laughedI guess what i'ma saying is there ain't no better reasonTo rid yourself of vanity and just go with the seasonsIt's what we aim to doOur name is our virtueI won't hesitate no more, no moreIt cannot wait I'm sureThere's no need to complicateOur time is shortThis is our fate, I'm yoursWell no no, well open up your mind and see like meOpen up your plans and damn you're freeLook into your heart and you'll find the sky is yoursListen to the music of the moment come and dance with meA lá one big family (2nd time: A lá happy family; 3rd time: A lá peaceful melody)It's your God-forsaken right to be loved love love loveI won't hesitate no more, no moreIt cannot wait, I'm sureThere's no need to complicateOur time is shortThis is our fate, I'm yoursNo please, don't complicateOur time is shortThis is our fate, I'm yoursNo please, don't hesitateNo more, no moreIt cannot waitThe sky is yours!

Kiss From A Rose

There used to be a graying tower alone on the seaYou became the light on the dark side of meLove remained a drug that's the high and not the pillBut did you knowThat when it snowsMy eyes become large andThe light that you shine can be seenThere is so much a man can tell youSo much he can sayYou remain my power, my pleasure, my painBaby, to me you're like a growing addiction that I can't denyWon't you tell me is that healthy, baby?But did you knowThat when it snowsMy eyes become large andThe light that you shine can be seenBaby, I compare you to a kiss from a rose on the graveOoh, the more I get of you, stranger it feels, yeahNow that your rose is in bloomA light hits the gloom on the grayBut did you knowThat when it snowsMy eyes become large andThe light that you shine can be seenBaby, I might compare you to a kiss from a rose on the graveOoh, the more I get of you, stranger it feels, yeahNow that your rose is in bloomA light hits the gloom on the grayI've been kissed from a rose on the graveOoh, the stranger it feels, yeahNow that your rose is in bloomA light hits the gloom on the grayI've been kissed from a roseI've been kissed from a roseBaby, to me you're like a growing addictionWon't you tell me is that healthy ways and healthy waysAnd healthy ways and healthy waysAnd healthy ways and healthy ways

Saturday, October 10, 2009

在飞机上:现在是午餐时间,
空姐:吃猪,吃鸡?
乘客:吃猪吧。
空姐:猪没了,吃鸡吧。

911 的当天,一个男人睡在另一张床上,老婆来电话。
老婆:亲爱的,你现在在哪?
老公:哦。。 我在公司上班。
老婆:还上班呢?!楼都倒啦。

今天去shoprite时,看到一个印度大妈,买了三盒鸡块和一桶油,付账的时候,发现自己没有带钱包,幸好手上有一张20元。站在她前面的我在想如果她买的东西超过20 元的话,我可以帮她把其他的买下。最后她放弃了那桶油,虽然那三盒鸡不过8元。 我突然觉得很感慨,脑子里闪过如果我老了也是这样,如果爸妈老了。。。 一切一切我都不希望发生。。。

今天在driving range, 看到一个打得超好的大哥,在打完一桶球后,开始耐心的教一个5,6岁大的小弟弟。他以一种很轻松的方法,让小朋友掌握基本功,Body no dancing, use your right foot..nice shot。 他人很幽默,一直鼓励小朋友,给人很温馨的感觉呢,这种感觉让人很快乐。

我喜欢来driving range的一个原因就是自己可以很放松,不用和不喜欢的人讲无关痛痒的话。

今天朋友A打电话问能不能约朋友B出来,因为朋友C对B有兴趣。哈哈,这种大学才应该发生的事,现在还有。不知道是不喜欢这种不自信,还是不坦率。反正就是不喜欢。

转载

 第一,成长环境。成功的投资人大多成长于一个长期自我判断、自我决策、自我激励的环境。如果你从小就容易受到外界的影响,比如听到表扬就开心,听到批评就难过,那么你基本上做不了投资。因为外部的信息会对你的冲击很大,你很难保持内心的宁静。
  第二,独立思考。投资最怕的就是打听消息,从众是无法获得超额收益的。成功的投资从来都是自己决断,因为证券市场百分之七八十的人都在赔钱,如果你把全部的信息都问了个遍,那成了大盘指数,是赚不到超额收益的。
  第三,事业心。仅仅为了赚钱,很难保持长期优异的投资业绩,只有持续的事业心才可能让你永远保持对投资的巨大的动力。我们经常提醒自己,要对自己所从事的事业保持宗教般的意志和初恋般的热情,只有这样,才会无论顺境还是逆境,你都会继续做下去。
  第四,韧性。投资非常强调韧性,因为不遇到重大的失败几乎是不可能的,重要的是,在遇到重大挫折时也能保持旺盛的斗志。所谓狭路相逢勇者胜,只有最终突破了重大的压力、持续的挫折、巨大的失败这些所有困境带来的"阈值",你才能获得成功。
  第五,坦诚而直接。一个优秀的投资人性格往往都是坦诚而直接的,这样的性格,有助于投资者抓住问题的关键。而一个犹豫,经常顾左右而言他的人,是很难成为一个优秀的投资人。
  当然,上面主要是从性格上谈的,一个优秀的职业投资家不仅要拥有以上五点,还需要很多的知识积累和人性磨练,比如需要对宏观趋势有准确的判断,并善于注意细节,而且善于学习,乐于学习等等。

Tuesday, October 6, 2009

Sunday, October 4, 2009

Innovation Works

今天去听了李开复的演讲,去听的人只有去听Robin Li演讲的一半多。

李提出了一个比较新的想法,在中国把天使投资的模式带到高度规模化、产业化的新境界。 和private equity 的财务控制不同的是VC 和angel fund 着眼于发现新技术和产品。中国至今还没有提供给创业者的一个好的平台。 李的想法很新,唯一的为题是这样的好的想法到了中国会不会变味。同时虽然不怀疑Dr. Li 的行业见识,但是对于一个从未创过业的人,加之在没有任何其他利益的驱使下要做这件事,并非一件易事。Dr. Li 是不是真的可以做好一个创业者和天使基金中间的牵线人,拭目以待。

Saturday, October 3, 2009

对人来说想哭却无法哭是不是最惨的处境呢?
对病人来说无药可治或是药的毒性大于疗效是不是最惨的处境呢?
对医生来说不知病由是不是最大的尴尬呢?
对我来说自身对抗自身是不是最大的难题呢?

最近我不由自主地想到令狐冲这个人物:反正知道自己总是要死的,不如放轻松,今朝有酒今朝醉。 令狐冲对什么事都不认真,无所谓,浑然无我。 生性开朗,光明磊落,从未用过卑鄙无耻的手段。 他单纯的性格让他一直都无法看透“伪君子”,人生道路走得坎坷。 索幸他结交的都是同样光明坦荡,重情重义的人物,此生无憾。

Sunday, September 27, 2009

Valuing people

人的价值 How much are you worth?

用财富来衡量人的价值,那是一种最简单易行的方法。财富排行榜比比皆是。 但是这和在中国学校里以分数论英雄又有什么区别呢?

环视周围,综合眼光,学识,气度,修养的人,凤毛麟角。有些有志的年轻人,为了适应环境,变得世故,狡诈。这并不是他们的错,人的价值观和立场都是会变的。就像一个朋友嘲笑言情片的女主角们哭啼道,"你为什么不爱我了呢?你曾和我 bla bla..." 。“曾”就表示是过去式。

有句话说得好,世界上唯一不会变的东西就是变化。人的价值也一样,每天都在变。 如果你的市场价值是由你能创造多少财富来决定的,那什么是你真正的价值呢?

Monday, September 21, 2009

Live as if you will die today

Today I went to do the MRI test. It is an enjoyable experience actually, except that I was injected a kind of fluid in the mid-way.

In the whole process, pictures in my mind were all happy memories. I thought about what I want to do, what I like and yummy food. I should be happy that I have the choice of what I can imagine. I realized that it is a horrible thing of having nothing in my mind and heart. It's lucky that I have enough things to think.

Although I am still struggling in the world and I know there is a pretty tough road ahead. I have no intention of giving in and choosing something inferior.

Sunday, September 6, 2009

bubbles betrothed

BUBBLES BETROTHEDSarah StrohmeyerSignetMysteryISBN: 0451412168
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New journalist Bubbles Yablonsky, hobbling around in her new $30 suit, is arrested for carrying a lethal weapon when she tries to cut open her back skirt flap in the courtroom. In their shared jail cell, Popeye, the homeless mentally ill woman on trial for murder, confides in Bubbles, who diligently writes down the interview in her notebook. Popeye claims she didn't kill the victim and that everyone, including her lawyer, is against her. She also says that she was in the restroom when the murder happened and that she heard voices. Popeye's attempt to assist the victim led directly to her arrest.Popeye's story is convincing to Bubbles. But immediately afterward, Popeye falls down and dies. Blood tests show that she took way too much of her prescription drugs. Evidently Popeye committed suicide. Or did she?Bubbles's belief that Popeye is innocent is reinforced when Popeye's attorneys threaten her to get the interview notes. Will Bubbles go back to jail for contempt? More bad news comes Bubbles's way when she hears that her lover, Steve Stiletto, went straight from her arms to New York and is now engaged!Bubbles learns that Karol Smolak, part of the Polish Mafia and known to have a major anger management issue, may be linked to Popeye's case. In addition, a certain doctor has gone missing while some eye-popping photos of the murder victim appear in Bubbles's car. Who left the photos for her? Is the doctor fleeing, kidnapped, or dead?Bubbles is stressed out. All she wants is a hot bath and a Sara Lee Devil's Food Cake (defrosted or not) and gallons of root beer. However, she soldiers on with her investigation, along with her photographer sidekick Lorena. Lorena claims a "character flaw" that necessitates anger management classes and leads her to have just a wee shoplifting tendency.Events take an ominous turn when Bubbles gets a phone call instructing her to quit her investigation if she wants her daughter, Jane, to remain out of danger. Although terrified, Bubbles continues to uncover clues. In one brief morning, she covers the "miraculous vision" sighting of Madonna (the rock star) on a Chevy Impala, is kidnapped by mobsters, and discovers that Stiletto is actually fake-engaged to Bubbles in an attempt to delay a job assignment overseas.This is a fast-paced mystery with lots of plot twists and entertaining one-liners, and enough romance to intrigue without overwhelming the story. Reading BUBBLES BETROTHED is a pure frothy pleasure, akin to going on vacation with your funniest, slightly raunchy best friend. You never quite know where she's going to lead you, but it's a wild and hilarious trip nonetheless. --- Reviewed by Terry Miller Shannon (Terryms2001@yahoo.com)

Thursday, September 3, 2009

notes:

For sure, is going to be returned at the face value.
Operating performance is improving but hasn’t been transformed into the financial results.
It is not because they didn’t do the job. It turns out the mark doesn’t change.
It is larger than the comps but the exit strategy

That’s for sure.
Order three investments by preference:
It’s pretty good way to look at it.
It should be written in a simple enough language.

Notes 9/2/09

Why the existing customers didn't buy more at a lower price?
How do you feel after the conversation? Are the anlaysts intelligent and savvy person with a critical eye?
Can we get comfortable with their approach?
Is there a difference in the level of assurance?
Are they aware the approach used by other funds?
Are they consistent in the approach utilized?


From a implied multiple perspective for XXX,
They did it at best guess.
Do a sanity check.
Support for assumption is insufficient.
The company has negative cahs flow since inception.
Which investment is rated highest for their approach?
It is a good question. Frankly speaking, I am also curious to see their results.
They monitor the position on a monthly basis.
There are wide coverage on the comparable companies. From the analyst point of view the projections are pretty reliable.
The subject company is actually larger than the comparable companies but the exit strategy is to sell it to one of the comparable company.
Some initiative were taken and the operating performance is improving. However, it hasn't been transformed to financial results yet.
But please don't let other people know that.
The only thing I have is at 4-5 pm.

Wednesday, September 2, 2009

快乐
我很清楚什么是快乐,什么可以带来快乐。快乐并不是遥不可及, 但我却无法实现。
或者我已经习惯了麻木,或者我有所想象的责任,或者我真的懦弱,或者我只能活在自己理想的国度中。
我就是一个游离子,从一开始,从本质,在宇宙中游荡,游了10800天,看到了宇宙垃圾,看到了耀眼的星星。
If our life is to pursue happiness, I wonder how to get it?