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Author: Yulin Zizhou Date: October 13, 2022   Thanks for the advice of investment friends, I wrote “Thinking about Shaanxi Coal Industry” for the first time in January 2022, which has also been recognized by everyone. After a lapse of 10 months, some positive changes have taken place in the international and domestic coal supply, […]

——Does stock fluctuations count as a loss of money? How to do it without losing money? Although the investment methods of different investment masters are different, almost all masters emphasize – don’t lose money . It is even considered that not losing money is more important than pursuing high returns . We don’t need to

Multi-asset strategy index generally achieves higher returns at lower risk levels through dynamic portfolio management of multiple low-correlation assets. There are many multi-asset index issuers, including banks, securities companies, and China Securities and other index compilation institutions. Minsheng Bank, China CITIC Bank, Shanghai Pudong Development Bank and other institutions publish these indices in order to

$BYD (SZ002594)$ At the end of September, it was specially analyzed that Tesla’s price reduction had little impact on BYD, and will not repeat it. This time, it is mainly the impact of the withdrawal of subsidies. I predicted the sales a long time ago. At that time, no one believed it. Today, everyone agrees.

Killing logic kills valuation kills performance. Three kills is an inexorable poison, a destroyer of wealth, and the natural enemy of all investors. The only thing we can do is to find out early and escape in time. In turn, it is the double-click of valuation and performance. I will add another one called logic

It is difficult to describe today’s market as rising or falling, because the CSI 1000, which has risen the best, rose 0.96%, the China Securities 2000 rose 0.95%, and the Shanghai 50, which fell the most, continued to fall by 1.23%. Today, IT equipment, software services, medicine, food and beverages led the gains in the

China is a huge consumer market, and there are huge consumption opportunities in this market. Today, I would like to talk to you about the investment opportunities of China’s innovative drugs! Innovative drugs can be understood as Western medicines or special medicines, or even medicines for serious diseases, mainly some medicines related to cancer. These

Today is the former public offering champion Zhao Yi. After the transfer, a public offering product, Quanguo Xuyuan three-year holding period mixed fund was issued, which is also Quanguo’s first public offering product. Early in the morning, I saw the bank account manager recommending this product. According to the current news, the whole market for

The last article “Overcharged profits for three or five quarters, does it enhance certainty or worsen the competitive environment? ” mentioned that the future supply of ships will not be the main reason for affecting the performance of COSCO SHIPPING Holdings (SH601919) $ . Many people have mentioned that large shipowners will cancel the lease

$ Wen’s Shares (SZ300498)$ $ Superstar Agriculture and Animal Husbandry (SH603477)$ $ Dongrui Shares (SZ001201)$ , Muyuan Shares, Tangrenshen, Zhengbang Technology, Tianbang Shares, Tiankang Biology, etc. have basically come out. Growth is most convincing from the actual year-on-year growth in slaughter volume: 1. In September, the slaughter volume increased by more than 50% year-on-year: Tangrenshen,

From the stage high on August 19, the photovoltaic concept index (CN: BK0478) has dropped by 20%. For PV investors who have been accustomed to eating meat in the past three years, such a callback is unavoidable: Is the cycle turning point of China’s PV industry already approaching? In order to clarify this problem, we

1. Forecast of the third quarterly report You can pay attention to those marked in red, but we haven’t done in-depth research, so the calculation results are not necessarily accurate, and everyone is only for reference. $Yunnan Copper(SZ000878)$ $North Huachuang(SZ002371)$ $China Mineral Resources(SZ002738)$Xinlai Yingcai Risk warning: The reverse projection in the table is based on

One piece of advice from Charlie Munger: Draw your circle of competence, you have to figure out what you are capable of. If you play games that other people play well but you don’t know anything about, you’re doomed. Recognize your strengths and compete only within your circle of competence. If you are really capable,