Snowball today | 雪球

At the end of the year, I don’t want to play wild anymore, so I took a look at today’s monster stocks, because Swan’s trading was suspended, the potential of several monster stocks with a 6-digit number was hammered, there was no sign of turning over the meat, the roast duck was broken, and the […]

2022 is coming to an end, and before we know it, we have experienced another year of bear market. Since February 2021, the A-share market has shown a downward trend as a whole. The current point height of the Shanghai and Shenzhen 300 Index is similar to that around June 2020. It is normal that

The photovoltaic industry’s two-year high-silicon material cycle and high capital expenditure cycle have entered an inflection point. The price upward cycle and capital expenditure cycle in the past two years have caused the main contradiction in the industry to focus on the supply chain strategy. Whoever gets the short-term resources will enjoy the dividends, and

After understanding the steady-state operation we mentioned in the previous article, it is natural to deduce that the ROE of green power companies will increase steadily year by year. Because before reaching steady state operation: 1. The number of wind turbines held by the enterprise is increasing, but the net assets remain unchanged; 2. The

The valuation of Haitian Flavor Industry has been maintained at a relatively high level this year: 50-60pe, but corresponding to the current single-digit growth in revenue and negative profit growth, even if the price of raw materials such as soybeans has increased this year, restaurant channels are limited. So according to the small double-digit growth

Two factors necessary to make big money in the stock market—time to buy and patience to hold shares Buffett bought the Washington Post with a price-earnings ratio of 14 times. He bought the Washington Post by 30% for nearly 3 years. After that, it rose sharply, and it rose by 128 times in 40 years.

Last Friday, Prosus, a major shareholder of Tencent, announced the latest progress in its shareholding reduction on its official website: That is to say, since June 28 when Tencent began to reduce its shareholding, Prosus’s latest shareholding ratio has been reduced to 26.99%. I posted yesterday and estimated that this ratio will be reached next

For my beloved Shaanxi Coal Industry , I am full of excitement and enthusiasm to carry out the inventory. Shaanxi Coal is the highest quality thermal coal enterprise in China. It is a good company in terms of coal quality, reserves, mining, finance, and management. Let me talk about the general quality of coal mines

$Yinhua Tianji-Quietly Ying(TIA05031)$ $Yinhua Tianji-Niannianhong(TIAA041001)$ This is our 1006th weekly strategy report. Talk about a personal experience. Last year, when I went back to my grandma’s house, my aunt and uncle were going to the city to do business, so I drove with them. In order to avoid going the wrong way, I used the

1. Market review (1) The Shanghai and Shenzhen 300, which represents the large market, -1.10% this week, the CSI 500, which represents the small and medium caps, -1.93% this week, and the CSI 1000 -2.41% this week. It is caused by the rise of stocks with the Chinese prefix. The market lacks hot spots and

I wrote an article on stock classification a long time ago, but with the improvement of the investment system in the past few years, I have gained new experience, so the corresponding stock classification has also been changed. Peter Lynch is the most classic in classifying stocks. Lynch divides companies into 6 types (slow growth

Written on December 14, 2022 [To do value investing, you must first start by rejecting temptation] Let me talk about two cases first. One is Yiling Pharmaceutical. In recent years, due to the new crown epidemic, it has been sought after by the market. According to my own circle of competence, I am quite familiar

1. I am afraid of getting old with fists, and I never put all my eggs in one basket. I will divide the funds into three flexible positions of high, medium and low. During the decline, according to the market and individual stock conditions, I will continue to transfer the low-elasticity positions to the high-elasticity