附录 · 原始资料与证据

完整来源与证据等级

本附录说明全书的取证规则,并按材料类型编目本书使用的全部 32 件材料(合计 692,343 字符,2001—2022)。它是来源索引,不是第三方全文转载;每一行都给出可回源的原始链接,证据等级与归档状态会随新原件更新。

一、证据分级

  • A1 本人或本人任职机构正式发布的原始文字,可逐字引用。
  • A2 带日期的官方转录或第一方记录(电视台官方文字稿、国会证词转录),可引用但须标明转录性质。
  • B1 可核验的第三方转录或转载,仅在无 A 级原件时使用,并注明来源与已知讹误。
  • C 数据附件、监管备案与第三方特写。只作旁证与交叉核对,不作为他本人的话引用。

二、取证边界

四处缺口须先说清。其一,他在 2013 年 12 月自称那是十四个日历年里的第二十五封信,本库仅存二十四封,独缺 2010 年 12 月那封年度信,涉及该半年的具体持仓时本书留白。其二,随信另寄的逐笔持仓表不在语料内,精确仓位只取信件正文提到的口径。其三,信件在 2021 年公开前经本人为隐私轻编,是自选、自编、自报的一手源。其四,2014 年清盘之后没有业绩、没有持仓、没有当期观点,全书在语料终点收住。

三、材料编目

致合伙人信(24 件 · 2001—2013 · 约 655,504 字符)

年份 材料 等级 字符
2013 Nomad Investment Partnership - interim letter (period ended June 30, 2013) A1 19,445
2013 Nomad Investment Partnership - annual letter (period ended December 31, 2013) A1 22,497
2012 Nomad Investment Partnership - interim letter (period ended June 30, 2012) A1 19,713
2012 Nomad Investment Partnership - annual letter (period ended December 31, 2012) A1 19,952
2011 Nomad Investment Partnership - interim letter (period ended June 30, 2011) A1 15,764
2011 Nomad Investment Partnership - annual letter (period ended December 31, 2011) A1 20,395
2010 Nomad Investment Partnership - interim letter (period ended June 30, 2010) A1 20,502
2009 Nomad Investment Partnership - interim letter (period ended June 30, 2009) A1 29,162
2009 Nomad Investment Partnership - annual letter (period ended December 31, 2009) A1 19,819
2008 Nomad Investment Partnership - interim letter (period ended June 30, 2008) A1 40,602
2008 Nomad Investment Partnership - annual letter (period ended December 31, 2008) A1 31,789
2007 Nomad Investment Partnership - interim letter (period ended June 30, 2007) A1 27,507
2007 Nomad Investment Partnership - annual letter (period ended December 31, 2007) A1 34,188
2006 Nomad Investment Partnership - interim letter (period ended June 30, 2006) A1 26,906
2006 Nomad Investment Partnership - annual letter (period ended December 31, 2006) A1 45,162
2005 Nomad Investment Partnership - interim letter (period ended June 30, 2005) A1 40,925
2005 Nomad Investment Partnership - annual letter (period ended December 31, 2005) A1 58,675
2004 Nomad Investment Partnership - interim letter (period ended June 30, 2004) A1 27,179
2004 Nomad Investment Partnership - annual letter (period ended December 31, 2004) A1 37,575
2003 Nomad Investment Partnership - interim letter (period ended June 30, 2003) A1 21,090
2003 Nomad Investment Partnership - annual letter (period ended December 31, 2003) A1 24,339
2002 Nomad Investment Partnership - interim letter (period ended June 30, 2002) A1 19,509
2002 Nomad Investment Partnership - annual letter (period ended December 31, 2002) A1 21,115
2001 Nomad Investment Partnership - inception letter (inception letter, dated 18 January 2002 (covers launch Sept 2001 - year-end 2001)) A1 11,694

基金会文章(8 件 · 2021-2024 · 约 36,839 字符)

年份 材料 等级 字符
2021-2024 X-amount A1 2,854
2021-2024 What Are We Looking For? A1 2,480
2021-2024 Short Term v Long Term A1 16,580
2021-2024 Principles A1 5,069
2021-2024 Preamble to the Nomad Letters A1 3,620
2021-2024 Postamble to the Nomad Letters A1 3,887
2021-2024 Nomad Partnership Letters (index page) A1 657
2021-2024 IGY Foundation home A1 1,692

本表按本库归档时的材料类型分组,同一场活动的不同载体(文字稿与幻灯)分列。正文每章末尾的「本章依据」逐条标明所用材料与证据等级。

本站正文为基于公开材料的独立编辑与研究归纳,不替代原始资料,也不构成投资建议。