Investment Knowledge Base

中文版本

A principle-driven investment framework built with Obsidian, designed around the fundamental stock price formula:

$$P = EPS \times PE$$

• EPS (Earnings Per Share): Business fundamentals and intrinsic growth (micro perspective)
• PE (Price/Earnings): Market expectations and liquidity (macro + sentiment)

Structure

The knowledge base is organized into five core modules, plus two working areas:

00_Index/          → Dashboard and navigation
10_Core_Logic/     → First principles: Davis Cycle, EPS, PE, earnings surprise
20_Macro/          → Fed policy, treasury yields, monetary history, gold
30_Micro_Analysis/ → Moats, Porter's Five Forces, financial health, tech metrics
40_Valuation/      → PE Band, DCF, relative valuation, metric selection
50_Psychology_Risk/ → Sentiment, position sizing, stop-loss, exit strategy
60_Strategy/       → Sector thesis and annual investment plan (example)
us-stocks/         → Trading rules, strategy, sector knowledge, reviews
polymarket/        → Prediction market (esports) odds trading framework

Highlights

• Trading Rules: 30 rules + 5 iron rules distilled from real trading experience
• Pre-Trade Checklist: Systematic decision framework before every trade
• Two-Stage Entry: "Light buys price, heavy buys confirmation"
• Options Framework: Tiered strategy guide with Greeks, zone integration, and error detection
• Bottom Confirmation Signals: Graded A/B/C signal system for accumulation decisions
• Post-Trade Reviews: Anonymized real case studies — where the real lessons live
• Prediction Market: Independent framework for esports odds repair trading

How to Use

1. Open in Obsidian for the full experience (bidirectional links, Mermaid diagrams, LaTeX)
2. Start at 00_Index/Home.md — the central dashboard
3. Navigate through modules to build understanding
4. Use us-stocks/holdings/current/_EXAMPLE_.md as a template for your own position notes
5. Use us-stocks/strategy/trading-rules.md as your pre-trade reference

Customization

This is a framework, not a prescription:

• us-stocks/holdings/ — add your own position notes using the template
• us-stocks/reviews/ — document your own trade reviews
• 60_Strategy/ — replace with your own sector thesis and annual plan
• polymarket/ — adapt for any prediction market or alternative asset class

Philosophy

Process over outcome. Discipline compounds. Build the system, fight the randomness.

License

CC BY-SA 4.0 — share and adapt with attribution.

Disclaimer

This is a personal learning framework, not financial advice. All example positions, prices, and reviews are anonymized. Do your own research and consult qualified professionals before making investment decisions.