Snowball today | 雪球

Last night, a college student reader left me a message: Now in this position, it is a bit reluctant to cut the meat to leave the field. It is all the chips that the bottom has raised; if the meat is not cut, the living expenses will be gone next month, what should I do? […]

GenScript has been a huge part of my investment career, and the ups and downs are indescribable. To sum it up in one sentence – life is so exciting! In the past 10 years, my investment focus has gone through 12-15 years of hydropower plants – 15-18 years of blue chips in various industries (including

Buffett said: I am fearful when others are greedy, and greedy when others are fearful. The deep meaning behind Buffett’s words is that investing requires people to give up and go in the opposite direction. The reason is very simple, because when the market is hot, the stock market is rising, everyone is easy to

There is a very key word in fund investment, which is “style”. The usual logic is to divide the market style into “growth style” and “value style” according to the valuation level and the growth of main business indicators . The value style is mainly characterized by focusing on “low valuation” and “margin of safety”;

I. Introduction to Fixed Income Funds Disclaimer: This article is only a reflection and staged review in the process of personal investment. I am just an ordinary person. The opinions of the article are not necessarily correct, and the investment level is also very general. The stocks or funds involved in the article may have

From a fundamental point of view, in the wind power industry, Mingyang has historically been a company with ROE, revenue growth, profit growth, valuation, and orders in hand; However, financial problems are often complained about; Overall, there are several risk points, 1. The debt ratio is relatively high; both deposits and loans are high; 2.

When evaluating the investment value of a fund manager, we often refer to an indicator, that is, the recognition of the fund manager by institutional investors . Therefore, as a typical representative of institutional investors, public FOF has attracted much attention in fund investment. Many self-media will also launch FOF’s favorite fund managers list for

There are many friends around me who invest in stocks. Some are full-time and some are part-time. Some have earned more than ten times in more than ten years, and some have been walking around for more than ten years and are still standing still. Friend A has been involved with stocks since college, and

Many years ago, a movie based on a novel I wrote was released. Because the investment was too low and the production was rough, the movie had a fairly average reputation on Douban, but the box office was not too bad. The director of the movie was also an investor in the movie and still

Many people believe that the decline in Focus Media’s performance is due to the recent bad economic conditions, and they believe that Focus Media’s performance will recover after the economic situation improves. I think this is obviously a lack of in-depth understanding of Focus Media, which leads to attribution errors. I will explain my point

Not long after I entered the market, I caught up with a strong rebound. The stock index rose from 330 points to 1052 points within a week, and then rose to 1532 points in two weeks. Individual stocks rose less than 3 times, and more than ten times. This skyrocketing successfully attracted the attention of

Last night, I had to wake up several times in the middle of the night, just like the previous nights. This time I woke up my wife. My wife asked me with concern, “What’s the matter? Why did I wake up in the middle of the night recently?” When I heard this greeting, my heart

$Changchun Hi-Tech (SZ000661)$ The state defines the scope of injections. As I said before, in fact, Jinsai Pharmaceutical, an important subsidiary of Changchun Hi-Tech, will not be affected by the centralized procurement of growth hormone due to its better product matrix. What I said before was too empty, and now I will make a well-founded