Text / Yao Bin Why did Michael Maubousson praise Didier Solnet’s “Why the Stock Market Crash” in “The Devil’s Investing” as “influential and endlessly read”? Because this book can be seen as a story, a scientific story about how to understand financial collapse by borrowing the most cutting-edge and complex concepts in modern science, namely […]
The pig fell in Pingyang and was bullied by the chicken. Pig stocks have always been the most worthy investment sub-sectors in the agriculture and animal husbandry industry. However, due to the pig cycle launched in July 2021, the amount of pig stocks has been greatly increased in advance, and due to the lack of
1. Why do you want to engage in the band of pork ETFs? Borg removed pork from its long-term allocation before. Pork is a typical cyclical industry. The lower the pork price, the more serious the loss of the company, the lower the stock price. The higher the pork price, the higher the profit of
Made Money: Remembering the Swings of the Pork ETF Twice Read More »
In recent years, Moutai has undoubtedly resisted the banner of value investment. Many of the banners of value investment in the past have fallen. Among them are Ping An, Vanke, Gree Electric and so on. Fortunately, Maotai is still there. In recent years, the reason why many value investment big Vs have achieved good performance
At the current stage, buy CCB or buy Maotai? Read More »
The wave of decline at the end of October was far beyond everyone’s imagination. Similarly, the continuous rise in this wave that began in November was far beyond expectations. Everyone was puzzled and puzzled. Maybe this is right. This is the effect. When you can’t see the trend clearly, the position has been built unknowingly,
White chicken stocks rise or have opened Read More »
The “Grain Factory Review” channel is dedicated to commenting on the grain factory’s quarterly financial reports, product launches, market performance or other major events. It does not pursue the immediacy and efficiency of information, and mainly provides readers with the opinions of the grain factory researchers. $Xiaomi Group-W(01810)$ [Full text 7333 words, it takes about
In-depth analysis and prospect of Xiaomi’s car manufacturing Read More »
$Yinhua Dimensity-Quiet Ying(TIA05031)$ $Yinhua Dimensity-Nian Nianhong(TIAA041001)$ This week, I had an in-depth communication with several investment friends. We each expressed each other’s views and research thoughts on the parts we were good at. On the macro market, industry, and style direction, I once again expressed some of my views. and views. Some friends feel that
In the face of the current market, one should be cautious in optimism Read More »
Today, I saw the record of the LONGi HPBC press conference posted by the golfer’s sketch on Snowball. Zhong Dong denied the statement that HPBC is a P-type IBC, and proposed that the official name of HPBC is “composite passivation back contact battery”. This article will do some discussions on the development of HPBC’s technical
Technology Route Prediction of LONGi HPBC Read More »
This is an investment direction with a lot of room for growth and a clear policy that will always be supported. Big technology spans many industries, including chip semiconductors, military informatization, large aircraft and aerospace technology, computer innovation, digital economy Internet of Things virtual reality, automotive intelligence, biotechnology innovative drugs, etc. Rejuvenating the country through
Thinking about the direction of big technology Read More »
Find a company like Maotai, take it for decades, and make money by traveling around the mountains, drinking, drinking and playing, and earning more than most people. This is the investment state that many investors dream of. Many big Vs in Snowball are spreading such investment ideas. I think most people may not understand the
This is how ordinary people should learn how to invest Read More »
Summary of Valuation Series Articles 1/7, the valuation is only relatively reasonable The recent market seems like a nightmare for long-term value investors, especially because the valuation anchor of value investment, Maotai, has collapsed, and the entire valuation system has been shaken. Long-term investment mainly earns money for the growth of the company, but the
Systematic Carding: Four Levels and Three Approaches to Valuation Read More »
The ultra-low valuation unseen in 30 years, Graham will cry when he sees it. In the third quarter, the cash on the account was 297.3 billion, and the interest-bearing debt was 65 billion (about one-third of which was borrowed by the subsidiary COSCO SHIPPING Ports. The port business can be responsible for its own profits
After Amazon’s 22Q3 earnings report, I completed the clearance in 3 transactions. From 2020 to clearance, almost 3 years. Part of the decision to trade was a gradual change in my perception of the company itself, but it was the recent determination to reduce leverage that drove the order. Here I only talk about the
Hold Amazon for three years Read More »