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There are two main types of investors in the stock market. One is short-term investors, who aim to gain short-term price differences by trading; the other is long-term investors, who use shareholder thinking to make money for the long-term growth of the company. As the saying goes, “Ass decides the head”, short-term traders believe that […]

The bloody week is finally over. This week, the Shanghai Composite Index fell 4.16%, the Shenzhen Component Index fell 5.19%, and the ChiNext Index fell 7.10%. This drop in the entire history of A-shares is not terrible at all. Scary is the “this time is different” reason: Biden has successively signed three bills on chips,

Today I listened to Li Bei’s investment strategy for the fourth quarter of Banxia Investment (the manager of the golfer fund said that there is the original video under the page), and wrote some personal opinions. I feel that Li Bei’s level is still relatively high, and it is rare to have an overall understanding

#market-to-earnings# In the stock market, there is a saying that goes: the daring will starve to the death of the timid. But when investing in cyclical stocks, this is not the case, because the bold die fast! In order to learn from Buffett, the author imitated PEG and invented a valuation parameter called “price-earnings ratio”.

I have been engaged in investment for more than ten years, and I have experienced many ups and downs. Some “values” have returned, and some have never, or just a cycle of ups and downs. This got me thinking about what value is. The value I understand comes from the inefficiency among peers, and the

1. Overview of core indicators First, take a look at the core data of the Agricultural Bank of China’s semi-annual report (Table 1): Table 1 – Agricultural Bank’s core financial data for the first half of 2022 Net profit increased by 5.45% year-on-year, revenue increased by 5.93% year-on-year, and the growth rate of net profit

The recent talk show house jokes have brought fire to the stock market again. Investing in a family of “full-time stocks”, to achieve the ultimate goal of life “buy it for a two-bedroom and one-bedroom”, “annualized rate of return of 46,000%”, “that’s what Buffett is all about”, in just 2 minutes, I almost hit it

When I wrote about the dividend index fund yesterday, the income of Chuangjin Hexin CSI Dividend Low Volatility Index Fund (005561) aroused my curiosity, because the income of this passive index fund far exceeded the performance of the dividend low volatility index (H30269). , let’s take a look at the excess return of the fund.

$Oriental Fortune (SZ300059)$ $Muyuan Shares (SZ002714)$ $Minhe Shares (SZ002234)$ When the disk changes, the plan is not as good as the change. Although the short-term trend cannot be predicted, the major trend direction can be basically determined. A few days ago, I published an article “Writing at the Dawn Before the Bull Market Started”. The

The market has been bad recently. I only talk about logic and don’t chase hot spots. Falling down is actually a good layout opportunity. ——————- In this issue, we will talk about the opportunities brought by the European energy crisis. Many industry sectors are not in high positions, and there will be many opportunities in

Zorro: The core idea of ​​trading: trying not to trade Original Zhang Yankun Deep Value Investment Circle 2022-09-16 12:12 Published in Beijing The outside world will not always be smooth sailing or peaceful. In the first half of this year, when working from home, in the quiet and continuous learning process, it is more important

Haikong has to spend money to build ships again. This stock is a very simple stock, with a simple business model, simple profit calculation, simple logic deduction, and simple financial statements; it has also created a group of self-inflating pseudo-stock gods, such as the one who has few accounts to open. Annual Sleeping Powder Container

In recent years, the performance of the fund industry has been differentiated, and a group of fund managers who have served as fund managers for a short period of time have emerged and made great achievements. They are called new fund managers. The data shows that among the top 10 products of active equity funds