
本節目主要會是以在 TMBA 粉絲專頁發行的雙週刊為主要內容,透過與主持人的一問一答,將雙周刊中不同版區的專題、基本面整理成能夠"聽"懂的總經雙周刊! FB 粉絲專頁: www.facebook.com/TMBA.tw TMBA 為一個跨校、跨系所的 MBA 研究生社團,以商管領域為出發、致力於金融人才培育,累積並傳承多年來的人脈與業界資源,以成為學界、業界之間的頂尖人才整合平台作為目標並持續精進。 Powered by Firstory Hosting
| Publishes | Twice monthly | Episodes | 11 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Language | Categories | Business NewsInvestingBusinessNews | |||

Spotify 股價大逃殺!現在是合適的進場時機嗎?
上集節目中介紹了商業分析中常見的指標 LTV/CAC,並以 Spotify 做為案例說明,同時講到 Spotify 在有聲書、Podcast 及串流音樂這三大未來發展主軸。然而近期 Spotify 股價跌至歷史低點,甚至遠低於當年上市時的價格。是否意味著市場低估了這位串流媒體的霸主呢? Spotify 主攻的三大市場又真如他們所說的充滿前景嗎?何時才是進場布局的最佳時機點? 本集節目將帶領讀者一同來深入剖析 Spotify 這間非常有意... more
SaaS 類股成長性解析關鍵指標:LTV/CAC-以 Spotify 為例
隨著科技發展日新月異,硬體資本支出門檻較低的軟體即服務(SaaS)公司如雨後春筍般冒出。而在初創或是募資階段,SaaS 公司通常在財報上的營運表現並沒有特別出眾,甚至處於虧損的窘境,但其推出的商業模式背後可能潛藏巨大的商業利益,這時就會使用一項商業分析上常見的的指標來衡量其商業模式及商業決策的成長性,也就是 LTV / CAC(客戶終身價值/客戶獲取成本),而這個神祕的指標該如何計算?又該如何解讀?本集 Podca... more
美國 Q3 財報法說會全解析:企業勞動需求普遍強勁,終端需求放緩仍持續漲價!
美國第三季企業財報法說會結束,各大企業營收表現出爐,究竟本季和上一季有什麼明顯差異?又有哪些需要關注的重點?
而近期市場高度關注的通膨和失業率又將如何影響各大企業未來的走向和營收?就讓本集 Podcast 帶大家來一同解析 Q3 財報法說會的重點!
【資訊】
想搭配雙週刊一起閱讀嗎?快去我們臉書粉專下載本期雙週刊吧!
雙週刊連結:reurl.cc/qZLj1g
TMBA 臉書粉絲專頁... more
大規模財政刺激政策引發市場動盪,英國雷曼時刻倒數?
英國新任首相特拉斯推出全新財政預算案,包含過去五十年來最大規模的減稅政策,卻差點引發當年的雷曼時刻。
財政預算案的內容究竟包含什麼?
英國退休基金和養老金是怎麼陷入破產危機的?是否會蔓延成為全球性的金融危機?
這期 Podcast 將帶大家回顧整起事件的始末和對後續進行分析。
【資訊】
想搭配雙週刊一起閱讀嗎?快去我們臉書粉專下載本期雙週刊吧!
雙週刊連結:reurl.cc/06X7kx
TMBA 臉書粉... more
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TMBA 帶你"聽"懂總經 launched 3 years ago and published 11 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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