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f.FENG/Knowledge Lab知识实验室
THE NOTEBOOK / 45 NOTES

Notebook知识库.

Begin with a question. Explore equations, diagrams, and experiments.从一个问题开始,在公式、图形与实验之间找到答案。

FINANCE金融与决策

Financial Statements 13: Compare five Chinese insurers through time and across peers财报阅读 13:五家保险公司的纵向与横向比较

Compare five insurers on matching periods, then examine life new-business value, P&C underwriting and the capital constraints between accounting profit and shareholder cash.同期间比较五家公司,再看寿险新业务价值、财险承保与分红背后的资本约束。

Published发布 23 min read23 分钟阅读
FINANCE金融与决策

Financial Statements 08: CPIC and the quality of insurance earnings财报阅读 08:中国太保,拆开保险公司的利润

Compare CPIC’s annual and nine-month disclosures to separate reported profit, operating earnings and new-policy value, then trace the constraints on shareholder distributions.从太保年度与前三季度披露中,区分会计利润、营运利润与新保单价值,追踪股东现金回报受到的约束。

Published发布 14 min read14 分钟阅读
FINANCE金融与决策

Financial Statements 09: New China Life and the assumptions behind growth财报阅读 09:新华保险,检验新业务价值的含金量

Trace New China Life’s value growth to its distribution channels, test the investment assumptions, and separate insurance service gains from market-driven earnings.追踪新华保险价值增长的渠道来源,检验投资回报假设,区分保险服务改善与行情推动的利润。

Published发布 15 min read15 分钟阅读
FINANCE金融与决策

Financial Statements 02: How much profit can reach shareholders?财报阅读 02:利润里有多少能归股东

Apple’s cash spending shows why free cash flow differs from sustainable owner earnings; a worked example estimates a range for the investment needed to maintain a business.结合 Apple 的现金支出,分清自由现金流与可持续所有者盈余,并用算例估计维持经营所需的投入区间。

Published发布 21 min read21 分钟阅读
FINANCE金融与决策

Financial Statements 03: Where do high returns on capital come from?财报阅读 03:高回报从哪里来

See’s Candies shows how customer preference and working-capital needs shape returns on capital, and why a small accounting denominator can make a return look stronger than the business warrants.通过喜诗糖果,理解顾客偏好与营运资本需求如何影响资本回报,并区分持久的竞争优势与偏小分母带来的高比率。

Published发布 16 min read16 分钟阅读
FINANCE金融与决策

Smart Money Concepts: liquidity, price formation and returnsSmart Money Concepts:流动性、价格形成与交易收益

Liquidity supply and information can produce similar price patterns. Learn how to interpret SMC through price formation, execution costs and the sources of trading returns.同一种价格形态可能来自不同的交易动机;沿着流动性、价格形成与收益归因,理解 SMC 的金融含义。

Published发布 39 min read39 分钟阅读
PHYSICS物理与模型

Roadster engineering 02: power or grip for a one-second launch?Roadster 技术拆解 02:一秒加速,先补功率还是抓地力?

In a grip-limited launch, extra power and a shorter gear can add no acceleration. Compare four changes, then see why combining two of them changes the decision.起步受抓地力限制时,增加功率与减速比可能都没有收益;同一组对照计算,说明改动为何必须配合。

Published发布 29 min read29 分钟阅读
EXPERIMENTS基准测试

Parallel matrix–vector benchmark: C++, Rust and Python并行矩阵向量乘法基准测试:C++、Rust 与 Python

Compare sixteen CPU implementations on dense and sparse matvec using call latency, sustained throughput and process-tree memory; select libraries by workload and integration cost.以调用耗时、持续吞吐和进程树内存对比十六种稠密与稀疏实现,结合负载分布和接入成本给出选型建议。

Published发布 37 min read37 分钟阅读

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Try “matrix”, “Rust”, or “spikes”试试「矩阵」「Rust」或「脉冲」

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