Why Can't Active Funds Beat the Index Long-Term? The Buffett Bet and the SPIVA Verdict
Buffett's wager and SPIVA data show why most active funds struggle to beat the index over long horizons, and why benchmark choice matters.
柴柴行者
The Marathon Fund "Beats 0050"? Switch to a Total-Return Yardstick and It Loses to the Market by a Length
Capital Taiwan Marathon may look strong against 0050, but the conclusion changes when measured against a total-return Taiwan market yardstick.
群益馬拉松「打敗 0050」？換把含息報酬指數的尺，它輸大盤一個身位
群益台灣馬拉松常被說成長年打敗 0050，但若改用含息台灣報酬指數衡量，近 5 年與 10 年結果翻盤。本文拆解基準陷阱。
Arista Networks (ANET) 深度研究：AI 資料中心的真正網路王者，為何不是思科？
Arista Networks（ANET）是 AI 產業鏈第四層網路互聯的核心觀察標的。本文解析 EOS 護城河、Merchant Silicon、Ethernet AI fabric、Cisco 與 NVIDIA Spectrum-X 競爭，以及 Q1 2026 成長與估值風險。
Arista Networks (ANET) Deep Research: The Real Networking King of AI Data Centers
Arista Networks is a Layer 4 AI infrastructure candidate in networking interconnect. This report analyzes EOS, merchant silicon, Ethernet AI fabrics, Cisco and NVIDIA Spectrum-X competition, Q1 2026 growth, valuation, and key risks.
基本面引擎：EPS 週期、財報後慣性漂移與盈利預測修正機會
EPS 加速是 CANSLIM C+A 與 SEPA 選股的基本面引擎。本文解析 EPS 週期、財報後慣性漂移、Guidance 與 Beat & Raise 如何推動盈利預測上修，幫助投資人辨識真正具備成長動能的 Stage 2 候選股。
The Fundamental Engine: EPS Cycles, Post-Earnings Drift, and Earnings Estimate Revision Opportunities
EPS acceleration is the fundamental engine behind CANSLIM C+A and SEPA stock selection. This guide explains EPS cycles, post-earnings drift, guidance, and Beat & Raise setups that drive upward estimate revisions in Stage 2 candidates.