A large part of the high income of Huawei employees comes from stock dividends. One advantage of stock dividends is that it gives employees enough money without affecting the growth of net profit. At the same time, according to the current law, non-listed companies only need to pay 20% dividend tax for dividends, while listed […]
Comparing the stock dividends of Gree and Huawei Read More »
This time, we investigated the 50GW new silicon wafer factory newly built by TCL Zhonghuan in Yinchuan, and the overall degree of automation is very high. Due to confidentiality reasons, the use of mobile phones is prohibited in the internal facilities and during the tour. one. Factory tour Ningxia Zhonghuan Photovoltaic Materials Co., Ltd. is
This article continues to look for funds with excellent performance in the past three years and is currently “small and beautiful”. The basic data for screening are the fourth and fifth parts of the article “Finding Funds with Excellent Performance in the Past Three Years and Currently “Small and Beautiful” (1)”. part of the fund.
Chen Jiahe Chief Investment Officer of Jiuyuan Qingquan Technology In the mainland capital market, stock investment is often stigmatized, and those who invest in stocks are often called “stock speculators”. In the simple cognition of many ordinary people, “specializing in stocks” is even similar to gambling and drug use. At the same time, many people
What are the advantages of buying stocks over doing business? Read More »
In the past few days, I went to Inner Mongolia and participated in the research of Yili, and I learned a lot. The biggest insight is that this is a company that will become the world’s number one company in the future. This is why I have been researching for so many years. The reason
Five insights from the investigation of Yili shares Read More »
The Shanghai Stock Exchange and the Shenzhen Stock Exchange simultaneously released the detailed rules for convertible bonds, which means that the rules for convertible bonds tend to be consistent. This is a friendly measure for convertible bond investors. However, most investors are People who don’t understand the rules, don’t learn the rules and don’t ask
Detailed explanation of the new policy of convertible bonds Read More »
Summary: Through Zhengbang, we can draw the following conclusion: the farmer + company cooperation model expands rapidly when the industry is pro-cyclical, but the probability of collapse when the industry is counter-cyclical is also several times higher than self-propagation. At the bottom of every pig cycle, there is a listed company that goes bankrupt and
Looking at the quality of the farming model through Zhengbang Read More »
When you want to buy a fund, you must want to know how the fund manager makes money, can he make money consistently? Is he earning money for strength or money for luck? Is there any systematic methodology or even value support behind the money he makes? The problem is, most of the time, investors
With the announcement of Haikong’s second quarterly report, its account cash and cash equivalents have exceeded the market value, and the Hong Kong stock market has been deeply broken. It is expected to be deeply broken to 0.6PB by the end of the year. So the question is, for such companies, have similar things happened
First, no matter how good a stock is, it must be sold when it rises. It is the apprentice who will buy it, and the master who will sell it. Buffett sold PetroChina around 13 yuan that year, and was ridiculed by many people because he continued to rise to 20 after selling it. Now
Inspiration from Buffett’s clearance of BYD Read More »
#Be a quiet industry observer# #新Energy Vehicle# #BYD# $BYD(SZ002594)$ $BYD SHARES(01211)$ @Today’s topic @snowball creator center At the beginning of July, I found that there is a set of data related to family-owned vehicles in 9-13 of the newly released “China Census Yearbook-2020”, which is very interesting. I will share it with you today. Through
The passenger car market pattern from the 2020 census data Read More »
Path1 There are two stages of investing in Tesla. The first stage is to make money from selling cars; the second stage is to make money from software. The first stage is close to Apple, redefining products, vertical integration, self-developed core hardware, low SKU explosion models, much like Apple, with super high gross profit margins,
Let’s talk about Tesla’s investment logic Read More »
Current investment results are based on judgments made in the past. In the first half of this year, I felt that time passed very slowly. They all said that the happy time passed very fast, and the loss-making time was like a year. The main reason for the loss was that I ignored the macro