Since the opening of the A-share market for more than 30 years, it has experienced many cycles from peaks to troughs, and then from troughs to peaks. There are many opportunities for low position layout, and there are also many magnificent big market prices. But here’s the reality: Investor returns overall have been lackluster. It […]

1. Company Profile Huaneng Hydropower is the second largest river basin hydropower development company in China. The actual controller is China Huaneng Group. It is mainly engaged in the development, investment, construction, operation and management of hydropower projects. The company has the right to develop hydropower resources in the main stream of the entire Lancang

Zhonggai Internet has basically paid back its capital, and with the addition of Tencent, which was bought directly, it now has a 10% overall profit, but it also made some mistakes in the process, so I would like to reflect on it 1. The Fed’s interest rate hike was insufficiently predicted In 2021, when everyone

According to Japan’s experience, there are only 4 things that are hard to lose after the population declines significantly. 1. Cheap and high-quality food, daily necessities and clothing 2. Energy consumption 3. Funeral industry 4. Medical industry let’s see a picture This is how the Japanese stock market has performed over the past 30 years

$Wen’s Shares(SZ300498)$ $Muyuan Shares(SZ002714)$ In July last year, I wrote an article “Investment in Pig Stocks: Muyuan on the Left, Wen’s on the Right”. It has been more than a year since then. During this year, I have successively written some influential articles, such as the webpage link of “Wen’s shares are the most beautiful

In 2018, it began to build a position in LONGi Green Energy, and gradually increased its position to 15% in 20 years. After nearly two years of in-depth and continuous research, in June 2020, it was decided to significantly increase its proportion in the portfolio, reaching 60% within one to two days, and reaching a

Most subjective stocks in 2022 will be an extremely difficult year. Excluding a small number of private equity, most of the subjective stock long private equity has negative returns, and some even hit the largest retracement in history. Some funds that have performed well in the past will also suffer in 2022. Waterloo. Is there