Snowball today | 雪球

【one】 Recently, private equity tycoon Liang Hong was scolded on the hot search because the net value of the funds he managed fell sharply. Not long ago, Dan Bin cleared, built, and cleared his positions again, and his “timing ability” made investors look disgusted. At this time last year, Qiu Guolu was ridiculed to stop […]

I have been looking at photovoltaic equipment in the past few days, and now I will talk about my feelings and thoughts after reading it. I will not carry the technology of twisting the mouth, everyone can find the research report by themselves. 1. Now is definitely a transition period for technological upgrading, and the

Among the quantitative private equity managers who started locally, those who are good at T0 and high-frequency strategies must have the name of this institution. Wenbo Investment was established in 2014 and started with high-frequency futures. The current management scale is 8.5 billion. Since March this year, Wenbo’s excess has been repaired very quickly, and

In the first half of 2022, the market will be ups and downs, and the performance of the fund will affect the hearts of every Christian. In the fund’s quarterly report, we can see the growth rate of the fund’s net worth, based on which we can judge its ranking performance at different stages; we

I can’t buy it for 50 yuan. This cow base is completely closed to thank you! $Jin Yuan Shun An Yuan Qi Mixed(F004685)$ #Can’t buy it at all! Jin Yuanshun An Yuanqi announced the suspension of subscription# On August 15, Jinyuan Shun’an Fund announced that in order to ensure the stable operation of the fund

It seems that many people are discussing this issue recently: Vanke and Poly, who is more worthy of holding? We compared various data from 2010 to 2011, including operating net cash flow, gross profit margin, gross profit margin-net profit margin (cost ratio), inventory turnover days, and income tax , and made a comparison between the

Recently, Feng Yunjun shared a lot of content on how to choose quantitative private equity. Among them, it was repeatedly mentioned that when we buy quantitative private equity products, it depends on whether the manager has the ability to create pure alpha (pure excess return). So today Fengyunjun will talk to you in detail about

After looking at the power operators for a while, I feel not bad. So far, I think this is a good industry, worthy of further study. At present, I have not yet reached the stage of the company, and I am still defining the industry. There are two questions that I have not figured out.

Ma Manran: New energy and medicine are the two most promising directions for us in the future. New energy is a rare advantageous industry in China. As for new energy, we used to focus on investing in new energy vehicles. Regarding lithium mines and photovoltaics, we have not invested much in the past, although we

$BYD(SZ002594)$ First look at a picture, the domestic new energy vehicle sales list in July. BYD is very strong in this list, with the top six accounting for five shares and the top eight accounting for six shares. Considering that AION Y is mainly in the commercial vehicle market, micro-cars are excluded. Then, in the

$Yili (SH600887)$ $Bright Dairy (SH600597)$ $Mengniu Dairy (02319)$ When it comes to the Hexi Corridor, we will think of the war, and of the history of Wei Qinghuo, who went out of his way to expel the Huns and devour thousands of miles like tigers. In fact, the scenery of Hexi Corridor is also very

In the past two years, I have been mentioned from time to time as a long-term lazy person who is playing with a short-term quantitative model. Although the backtest data in the past 5 years is very beautiful, I still only use a small amount of funds for real-time debugging and optimization, and I dare

If you see the fans, please give a like and let me know that you have seen it. Thank you~ It is not appropriate to write articles. If you can give a reward, I will be happier. Full text: 859 words Original author: Less_Is_More__ Many people have asked me about the valuation of Small and