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Risk warning: The content involved in this article is the investment strategy sharing at that time. Shanying International has a large amount of goodwill impairment and operating losses in 2022. Netizens are reminded to pay attention to related investment risks. On the evening of October 13, 2022, I saw Shanying International issued an announcement that […]

The core logic of long-term value investment is to increase the margin of safety, first have a base of risk-to-performance ratio, and then use a reasonable landing operation system to obtain a long-term low-risk satisfactory and reasonable return. Therefore, the direction of evolution is first to expand the risk pricing ability of the margin of

Zorro: To invest well, you must always be ambitious Original Zhang Yankun’s in-depth value investment circle2023-01-20 13:14 How to stay ambitious Many friends lost confidence in investing as soon as the stock market continued to fall. How do we study how to prevent and avoid those unfavorable factors that destroy our confidence? First of all,

There has never been a 20cm consecutive word in the history of A-shares, and electric testing is undoubtedly the most concerned stock after the year. The main line is where the attention is, and the hype around the military industry group has logic. I have to say that the current market is still relatively chaotic,

Hello friends: Today is the twenty-eighth day of the twelfth lunar month. This issue is the last valuation report for the Year of the Tiger in the lunar calendar. Thanks to friends for their love and encouragement over the past year. On 61, I would like to wish everyone a happy Chinese New Year, health

$Yinhua Tianji-Quietly Ying(TIA05031)$ $Yinhua Tianji-Niannianhong(TIAA041001)$ As of the close on January 17, since the beginning of 2023, the Shanghai Composite Index closed up 4.37% to close at 3224.24 points, the ChiNext Index closed up 8.47% to close at 2545.55 points, and the CSI 300 closed up 6.86% to close at 4137.24 points. point. It can

▲Wan Minyuan, fund manager of Rongtong Fund In recent years, suppressed by multiple factors such as policies, valuations, and fundamentals, the pharmaceutical sector has undergone substantial adjustments. In an extremely unfavorable market environment, Wan Minyuan, the fund manager of Rongtong Health Industry, went against the current and achieved significant excess returns. Moreover, the performance stability

Patriarch Wuxiang was born in Datong City, Shanxi Province. 98% of GDP basically revolves around the coal industry chain, and the outside world calls it “Coal Capital”. This fourth-tier city is very ordinary, and life pressure is not great. However, after the stock market crash in 2015, hot money first came out of the stock

Many friends who are concerned about the breeding industry know that Jiangxi Zhengbang had a lower limit yesterday, which brought the industry down a bit. The reason behind it is that it is going to be ST. The new ST rule eliminates the 2-year loss, but retains the “negative net assets”. According to Zhengbang’s situation,

In the past two days, watching Moutai’s discussion posts is a bit addictive. Most of them are about income and logic. It is peaceful and happy. It has to be said that it coincides with the Spring Festival and the replenishment of funds, which is a double happiness. The big white horses headed by Moutai

Since the pictures and texts of this mode are more compatible and easier to understand, I will post a short article. The figure above shows that after 2020, the gas-oil ratio of the Permian Basin in the United States has dropped significantly for two consecutive years. Generally, as the formation pressure releases over time, the

Chen Jiahe Don’t be afraid of everyone’s jokes, my admiration for some value investment masters actually seems to be a bit of a “cult” in nature, that is, what they say is correct, and if I think differently from what they think, then there must be something wrong with me. (Of course, this list of

Writing this article is not to prove how powerful I am. Because during the continuous decline of Tencent, I also had emotional fluctuations, and the more I fell, the more afraid I was emotionally. At the same time, although Tencent has now risen to 370, it seems that Boshi is making money, but just because