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ネット生保で働くなんちゃってトライアスリートが子どもたちと話したいこと

Don't mix speculation with what we know

「バリュエーションとは、事実とスペキュレーションを分けること」
- Steve Penman

原出典不明ですが、ここでも同じようなことを言っていますね。

Share prices are driven by speculation; indeed excessive speculation can create stock price bubbles, as recent history attests. The investor requires financial information that can challenge stock prices, information that can test them against the facts. The investor looks to financial reporting to ground him in waves of speculative fever. Don't mix speculation with what we know.

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  1. 2007/11/29(木) 23:46:57|
  2. investment
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内なる声

新しい生命保険サービス立ち上げに向けて奮闘中の岩瀬大輔さんが、私が学生時代に所属していた学生NPOアイセック(正確には「アイセック活動の合間に大学に行っていた」…か。)の慶応大学委員会主催のイベントで講演をしてくださったようです!

残念ながら参加することは出来ませんでしたが、参加された方の講演メモを拝見するに、非常に素敵な内容だったようですね。

講演で引用されたAppleのSteve Jobs氏のスピーチ抜粋。恥ずかしながら初めて読みました。とても元気でます。

Your work is going to fill a large part of your life, and the only way to be truly satisfied is to do what you believe is great work. And the only way to do great work is to love what you do. If you haven't found it yet, keep looking. Don't settle. As with all matters of the heart, you'll know when you find it. And, like any great relationship, it just gets better and better as the years roll on. So keep looking until you find it. Don't settle.


Your time is limited, so don't waste it living someone else's life. Don't be trapped by dogma - which is living with the results of other people's thinking. Don't let the noise of others' opinions drown out your own inner voice. And most important, have the courage to follow your heart and intuition. They somehow already know what you truly want to become. Everything else is secondary.
Stay Hungry. Stay Foolish.


スピーチの全文はこちら
  1. 2007/11/28(水) 23:13:18|
  2. quotes
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第32回河口湖日刊スポーツマラソン (2007/11/25)

河口湖日刊スポーツマラソン - リザルト

1. 概要・記録
日時:2007年11月25日(日)7:30出走
天候:晴
気温:-1.7℃(午前6:30時点)→レース中最高気温14℃
記録: 4:14:50(ネットタイム)

総合順位:2887/ 6921
種目順位:781/ 2216(一般男子18-34歳)

宮古島挑戦に向けて、一度はフルマラソンを走らないと…と思い申し込んでいた初のフルマラソン。なんとか歩かずに完走したものの、残念ながら目標の4時間にも基準の4時間12分(6min/kmペース)にも届かず。

結果はやや不本意ではありますが、初フルマラソン・初完走ということでまずはメデタイ。
最高の秋晴れの下、本当に気持ちよく走ることが出来ました。コース沿いの紅葉と富士山雄大な姿が名物と聞いていましたが本当にその通り!!

2.各区間ペースと振り返り
各区間データは以下の通り(手元計測。一部データ欠落あり)

0-10km: 1:00'05(だいたい)…6min/kmペース
10-20km: 0:56'27
20-25km: 0:28'07
25-30km: 0:28'34
30-35km: 0:30'06 …6min/kmペースに意識的に調整
35-40km: 0:35'32 …ところが7min+/kmペースに急減速
40-42.195km: 0:15'59 …8min+/kmペース(殆ど歩きと変わらん)

※各区間の振り返り
・スタート~10km地点まではHeart Rateで150-160をキープ。結果として入りはほぼ予定通り
・次の10kmはなだらかな下りが続くこともあり、ややペースアップ
・20-30kmは今考えれば若干のオーバーペース。10-20kmが順調だったこともあり、足にもだいぶ余裕があったので目標タイムの4時間にも手が届くかも…と余計な色気を出してしまった。(20kmを過ぎるとだいぶ選手がばらけて走りやすくなるのも手伝ったかも?)
・30km時点でややオーバーペースかも、と思い直し35km以降のスパートに備えて一度調整。調整自体はうまくいったと思う、ところが…
・35km付近から両膝・くるぶし・そして大腿筋…と突然のように痛み出し足が重くなる。当然、スパートなどもっての他でなんとか6min/kmペースをキープしようと頑張るのみ…が、それも叶わず急減速(30km辺りから断続的に空腹感を感じるようになっていたが、エイドステーションでうまいことバナナを確保出来なかったことも敗因か?)
・40km以降は歩かないようにするだけで精一杯。途中で抜いた覚えのあるランナー達にも次々とパスされてしまう

3. 収穫と反省
収穫:
・まずは歩かずに完走出来たこと!! 最後はメチャクチャ辛かったが、次に繋がる成果かな
・(最後は減速したものの)35km地点まではほぼ想定どおりのペースで走ることが出来た。心拍数を小まめにチェックすることで、マイペースを守ることが出来たこと

反省:
・やはり補給、補給、補給。空腹感を感じてからでは遅い
・膝の外側の痛みが想像以上(今も足を引き摺っています)。一度しっかりとフォームを見てもらった方が良いかもしれない
・20-30kmのペースアップは余計だった
・痛みと疲れは突然やってくる…35kmには悪魔が住んでいる?
・継続は力なり: 走りながら周囲を眺めていると、「いかにも運動神経よさそう!!」な体型・ファッション(サッカーのユニフォーム着ていたり)の人が次々と脱落していくのをよそ目に、一見「ちょっと運動音痴そう?」なちょっと地味(失礼!)でややボディ・バランスの悪い人が淡々とペースを守って先に進んでゆく光景をよく目にする。長距離走は(市民ランナーレベルでは)才能よりもはるかに普段・不断の努力がものをいうという事実を改めて確認…自分も頑張らねば(注:筆者、ちょっと「スポーツ器用貧乏」の傾向あり。水泳もサッカーもバスケもラクロスも、ある程度のレベルまで上達するのは平均より早いのですが、一旦壁にぶつかってしまうとそれを超える努力を怠ってしまいがち…。)
  1. 2007/11/25(日) 23:26:50|
  2. triathlon
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Revolving Door

Goldman SachsのAlumniが各界でリーダーシップを発揮していますよ、という記事。アメリカの政財界の間の「回転ドア(Revolving Door)」の一つの象徴。

賛否両論あるとは思いますが、日本もいずれこうして優秀な人材がビジネスと政治・行政の世界を自由に行き来するようになるのでしょうか…と思っていたところで先日とある中央官庁で働く友人から聞いた話。

「最近公費でのMBA留学は一層ハードルが高くなっている。『MBA取らせると辞めて民間に移ってしまう人が増えているから』…と。本来はどうやってMBAを取得した人間がやりがいをもって働ける職場にするか、という議論がなされるべきなのに本末転倒」

…まだまだ、日本は時間がかかりそうです。

ところで、GSは上場していてもやっぱり"the secretive investment bank"なんですな。"white-shoe partnership"という表現は初めて目にしましたが雰囲気出てますね。

archipelago: 群島、列島(記事中は固有名詞)
oust: 追い払う、失脚させる
endowment: 基金、寄付、天与の才
protege: 被保護者、弟子

FACTBOX-Goldman Sachs alumni in the news

Nov 15 (Reuters) - Goldman Sachs Group Inc alumni have for decades gone on to top leadership positions throughout the business world and in government.

On Wednesday, NYSE Euronext Chairman and Chief Executive John Thain, a Goldman alumnus, accepted an offer to become the new CEO of Merrill Lynch & Co , filling a vacancy created by the departure of Stanley O'Neal on Nov. 5.

The news is the latest headline-grabbing development involving former executives from the secretive investment bank, currently led by Chief Executive Lloyd Blankfein. Below is a list of some former bank officials:

JOHN THAIN -- The former co-president of Goldman Sachs left a 24-year career at the world's biggest investment bank to become chief executive of the New York Stock Exchange in 2004. He merged the NYSE with electronic trading network Archipelago in 2005, accelerated the Big Board's adoption of electronic trading and converted the nonprofit club into a publicly listed company. Last year, he merged NYSE Group with Euronext to build the first trans-Atlantic exchange operator.

DUNCAN NIEDERAUER -- The former equities trading executive joined the NYSE in February after 22 years at Goldman Sachs and was named president and co-chief operating officer. Niederauer on Wednesday was named the Big Board's new chairman and CEO, succeeding Thain.

ROBERT RUBIN -- Former U.S. Treasury Secretary and chairman of the National Economic Council under President Bill Clinton. He was co-head of Goldman in the early 1990s before joining Clinton's cabinet in 1992. In 2001, Rubin left Washington to join Citigroup as chairman of the executive committee. Last month, after CEO Chuck Prince resigned under pressure, Rubin took on the bigger role of nonexecutive chairman and is leading the search for a new CEO.

HENRY "HANK" PAULSON - Paulson joined Goldman Sachs in 1974 and rose quickly as an investment banker to become partner in eight years. He was chief executive from 1999 to May last year, when he was named U.S. Treasury Secretary by President George W. Bush.

JON CORZINE - Now the Democratic governor of New Jersey, Corzine joined Goldman Sachs as a bond trader in 1975 and worked his way up to CEO. He played a key role in pushing the white-shoe partnership to become a publicly traded bank in 1999, although he was ousted by his co-CEO, Paulson.

DANIEL OCH - The former star Goldman trader left to co-found and head up Och-Ziff Capital Management , which on Wednesday became the first U.S. hedge-fund-only company to go public. Its shares fell 4 percent in their market debut following a $1.15 billion offering.

ROBERT STEEL - U.S. Treasury undersecretary for domestic finance, under Paulson. He recently helped direct the creation of the "Super-SIV," a giant investment pool designed to bail out special investment vehicles hammered by the current credit crunch. He was a Goldman vice chairman when Paulson was CEO.

ROBERT KAPLAN - The former vice chairman and head of Goldman's investment banking and investment management businesses was recently named interim head of the Harvard Management Co, Harvard University's $35 billion endowment. Kaplan is a professor at Harvard Business School.

JOHN THORNTON - Along with Thain, he was formerly president and co-chief executive of Goldman Sachs. After "the two Johns" quit, believing they would not ascend to the top spot at Goldman, Thornton went on to be chairman of the Brookings Institution. He is also co-chairman of the Committee on Capital Markets Regulation, which is trying to improve the competitiveness of U.S. markets.

EDWARD LAMPERT - A protege of Rubin in Goldman's risk arbitrage department, he left to form one of the world's top performing hedge funds, ESL Investments. He was nicknamed "the next Warren Buffett" after he acquired Kmart for less than $1 billion, using the retailer as a cash cow to make other investments and reaping the value of its real estate assets. He later orchestrated the $11 billion merger of Kmart and Sears Roebuck & Co.

CHRISTOPHER FLOWERS - Head of J.C. Flowers & Co, a buyout firm that unveiled a $25 billion plan to take student lender Sallie Mae private. Currently he's waging a legal battle after trying to slash his offer. Flowers, who founded Goldman's financial institutions merger advisory practice, left the firm in 1998. Two years later he participated in the takeover of Japan's Long Term Credit bank, which went public in 2004 as Shinsei Bank <8303.T>. He made an unsuccessful bid for failed commodities broker Refco in 2005.

JOHN WHITEHEAD -- A 38-year veteran of Goldman Sachs, he retired in 1984 as co-chair and senior partner. More recently he was chairman of the Lower Manhattan Development Corp and at one time chairman of the Federal Reserve Bank of New York. He was a deputy secretary of state in 1985, a second-in-command to Secretary George Shultz under President Ronald Reagan.

JOSHUA BOLTEN - Bush's White House chief of staff was Goldman's executive director for legal and government affairs from 1994 to 1999. (Reporting by Joseph A. Giannone; editing by Andre Grenon and Lisa Von Ahn)


  1. 2007/11/19(月) 23:35:59|
  2. english
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トレーニング記録(2007年10月)

トレーニング集計
Swim: 3,700m
Bike: 0.0km
Run : 53.5km

国内旅行3回・海外出張1回・風邪1回…と、色々理由にスロー・スタートとなってしまった今月。11月25日の河口湖マラソン(初のフルマラソン)に向けて、少しずつペースを上げていこう。今月からついにPolarのHeart Rate Monitorを導入!!心拍トレーニングでより効率的・効果的なレベルアップを目指そう…と、まずは使い方覚えないとなぁ。

トレーニング・ログ
10/1 [S]1,000m
10/2 [R]6.0km
10/3 [S]1,200m
10/5 [R]6.0km
10/16 [R]3.5km
10/17 [R]6.0km
10/21 [R]8.0km
10/22 [R]3.5km
10/23 [S]1,000m, [R]10.0km
10/27 [S]500m
10/29 [R]3.5km
10/30 [R]7.0km
  1. 2007/11/10(土) 07:34:20|
  2. triathlon
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