Snowball today | 雪球

#fengyunjunkancta# In the past two months, Luo Shu, the CTA “General of Changsheng” who once had high returns and low drawdown, suffered a huge drawdown in this round of CTA kills, causing many investors to question. However, just as Feng Yunjun analyzed the reasons for this round of cta adjustment and the performance of each […]

I participated in the #雪ball private equity excellence fund tea party# event on Wednesday. I was very happy and met a few good friends. Thank you very much for the organization of Xueqiu, and I also thank Zhang Zhuo, founder of Zhuozhi, and Dong Ziwei, head of the marketing department, for their time and patience.

$Wuliangye(SZ000858)$ $East Ejiao(SZ000423)$ The mid-year report of Wuliangye came out. I simply looked at it and talked about my feelings. Feeling 1: The decadence of the boss of Luzhou, followed by the decadence of the Luxiang category. This is where the trade-off between strong fragrance and sauce fragrance is involved. In the past ten years,

Coal investors like to count mines. Amao @Amao Investment leads the trend. The profit contribution of China Coal Energy mainly comes from the following subsidiaries. Compared with last year, the profitability in 2022 will be greatly improved. One of the profit ceilings of the coking coal industry The net profit margin of Coal Huajin is

Yesterday, I boldly bought Tianqi Lithium at around 111 yuan. Some people said that my style has changed greatly, and the speculative color has suddenly become thicker, and it is very likely that I will pick up flying knives. Let’s talk about my thinking logic, or the reasons for buying. I think: 1. From the

#Snowball research team entered “Chuanjiu Jinhua” Shede Wine Industry# Registration link: Snowball research team walks into Shede wine industry As one of the “Chinese Famous Liquor” enterprises and Sichuan Liquor’s “Six Golden Flowers”, Shede Liquor (stock code: 600702.SH) is the third national quality award winner and the third listed company in the liquor industry. Brand”

On Wednesday, I participated in the #雪ball private Zhuozhi fund tea party# , thank you very much for the organization of Xueqiu and the hospitality of Zhuozhi, hand in homework as usual, and write study notes. Before the main text, let’s make two points: First of all, many bigwigs participated in this event @二哥 Eat

After the concept of the “Line Drawing School” fund manager was born last year, the concept has gone through a process of “hot speculation – swarming – ebb”, and the market has gradually become rational about the “Line Drawing School”. I warned about the future sources of risk for such products in July last year:

# Lao Siji Hard Core Evaluation# 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 shined brightly. They are called cutting-edge fund managers. The data shows that among the top 10

1. Observation of freight rates in the current shipping market The current container freight rate continues to decline. The latest Shanghai Container Freight Index (SCFI) is 3429.83 points, down 132.84 points from last week, or 3.73%, and has been declining for ten consecutive weeks. Of course, if you extend the freight rate chart to the

1. Operating data of the main four main sectors. Kinsey is not afraid of the disturbance of the epidemic and continues to grow at a high speed; because of the epidemic, the vaccination slowed down in the first half of the year, but the main logic of the hundred grams is the shingles vaccine at

Seeing # Lao Siji Hard Core Evaluation # initiated by @Today’s topic , this issue is the theme of military industry, I will not be sleepy immediately. My feelings for military industry are still relatively complicated. I grew up as an enterprise president and later studied in a school with a national defense background. I

At present, the valuations of many excellent companies are not expensive. The performance growth rate of some photovoltaic leaders and lithium resource leaders is often dozens or hundreds of percentage points, and the corresponding price-earnings ratio is ten times. How can you say that it is expensive? Even if they consider that they are in