Zorro: Long-term investment in happiness
【Video ID: Zorro Value Investing Live Content Record】
1. Review: cognition
1. Grand chess game: time, space, process, certainty, execution, and causes;
2. Profit and loss identification: start at 10 times, ignore short-term and medium-term fluctuations, and even have 10x2x5=100 ambitions
3. The strong are always strong: walk in the clouds, share prosperity with the country and shares, and choose the best among the best. Opportunity of the times, breaking the circle of sunshine
4. Long-term certainty: understanding of the annual line, the longest road to travel, and the constant change. The constant is survival and development, and the moat; the change is other;
5. No trading: the best trading strategy, the principle is that trading is not as good as the hard work of excellent companies;
6. Dividend distribution: the fundamental purpose is to reproduce and reproduce, so that children and grandchildren are infinitely scarce, and help life flourish;
7. Contribute to the Way: Have a bottom line, be enterprising, work hard in a down-to-earth way, focus on development, and take firm root;
8. Who is investing? : It’s not you and me, it’s principles and rules, objective laws, the method is not suitable for you, you have to use a good method
9. Logic and principle: it is vision and endurance, our barrier and our last line of defense;
10. Return to simplicity and truth: open information, don’t drift in ideas, don’t conspire and market games, and be simple and focused
Two, good habits
1. Look at the problem: change the angle
A. From the perspective of investment, it is not economists, gamblers, forecasters, ordinary people, but a few people standing on the clouds; it does not pursue stimulation and fresh changes, but only pursues long-term certainty, vision and endurance;
B. From the perspective of business, look at the problem from the perspective of the enterprise, look at the problem from the perspective of the boss, look at the problem from the perspective of the business cycle, look at the problem from the perspective of the industry trend, look at the problem from the perspective of competition, and look at the problem from the perspective of conforming to the national policy;
2. Improve efficiency, recognize action and get used to it:
A. Recitation of investment scriptures: [system principle] stand in line, add in darkness, repeat chanting scriptures; [stock selection principle] walk the longest red; save as much as possible; [operating principle] hold shares and keep interest rates; ;
B. Trade-offs: All cognition and system principles are not considered or discarded or are extremely secondary considerations. The first consideration is ABC, which is the iron law that needs to be remembered and cannot be violated in daily chanting;
3. You can also be a god
1. Cultivation of temperament and taste: loneliness, above the clouds, confidence, superiority to yourself and your family, doing things that are impossible for ordinary people is your own god, and you must make efforts that ordinary people cannot put in
2. Vision: Sorting out tens of times and hundreds of companies in the past, and studying the ambitions of future companies;
3. Endurance: Determinism is to insist on continuously seeking products and services in the survival and development of human beings;
4. Seeds: looking for genes, discovering seeds, and discovering the huge energy that has never been released;
5. Peace: To do something and not to do it, to simplify things, to fight alone, to be used by me, altruistic and invincible, to strive for cash flow, to keep the bottom layer firmly, to chant scriptures, and to have the background to create miracles; “Still Waters Run Deep” “
4. Cultivate seeds
1. Seed gene: discover the excellence of history, the culture, status, dividends and future ambitions of the enterprise;
2. Requirements for us: Cultivate confidence. It requires vision, but also confidence. I believe that after sowing and waiting, the strength of genes will definitely be revealed; understand that sowing and cultivating and buying and selling seeds, the final harvest is not at the same order of magnitude; improve one’s own quality and continue to cultivate oneself;
3. The essence of investment: to help the vitality of life; where there is life, there are seeds, and investing in seed companies is the best way to continue wealth in the future;
Summary: After changing the angle of thinking, investment can become a game of sowing cash cows, but it is not without bottlenecks. Ordinary people must learn and practice to reach this state.
5. Opportunities of the times
1. There are many lighthouses: Some people say that in the current era, there are too few role models and lighthouses. In fact, there are many, but the content has changed. A hero in the revolutionary era is trying to turn the poor people back, and a good business leader in the new era is working hard to support how many families? Enterprise development and making money is the appearance, people live and work in peace and contentment, and the improvement of the material and cultural level of life is fundamental. There are many leaders and devotees of such lighthouse enterprises; this gives us a lot of room for choice. become rich;
2. Many seeds: In many areas of our daily life, domestic enterprises are in the start-up or pioneering stage, such as clothing accessories. It has only been a few years since they have become a one-stop one-stop shop for scale and specialization. They have just cultivated companies that can compete with international big names. A very small number of companies; such as entering packaging, have just acquired the assets of international giants in China, and have begun to build national brands; for example, the pharmaceutical industry has just begun to catch up with international standards in terms of innovative drugs, international cooperation, and raw materials;
3. The market is immature: the market is volatile, and most market investors are immature; this immaturity actually gives us a good opportunity for value investors to continue to deploy.
Summary: The future of wealth competition is the number of high-quality equity interests, and early deployment will have advantages.
6. How to keep up with excellent companies?
1. Pretending to be a big winner: cognition, action, psychology: not being greedy for a while, fully prepared, less complaining, focusing on the company, talking about what should be said, and not saying what should be said, with extremely high efficiency; look at the enterprise from a high level and choose the best;
2. Know what the company does? Layout, expansion, product situation, mergers and acquisitions, coordinated development;
3. Understand growth performance? Seize demand, upgrade, service, brand, channel, resource;
4. Choose a company that never needs to be sold, and the next task: raise dividends and spare funds, buy in the dark, and chant sutras;
5. Firm goal: think alone, learn together, encourage together, and become the top ten outstanding shareholders together!
7. Cases of bad habits
1. Too many changes to stimulate things: what remains unchanged is survival and development; other things can change the market relationship;
2. Why is it rising or not? : Not selling has nothing to do with ups and downs, it has something to do with growth and dividends
3. Can I buy it? : From stock picking to buying in the dark, can you see your own risk appetite and the specific view of stock investment to support it;
4. Do an analysis of the enterprise analysis report to see the valuation? : It is easy to become a reason for frequent transactions;
5. I am a certain fan, but I know this is not the best choice: I don’t have a deep understanding of the company, so I follow what others say;
6. Adoration and copying of stage stars: longing for value investment, because it is very popular;
7. When encountering any problems and bottlenecks, I would rather take the initiative to retreat, and often say: “Ordinary people can’t do it” “It’s not something that ordinary people can do, it’s lazy behavior, it’s behavior that likes to hide in the comfort zone, lazy learning is impossible Control the simplest long-term value investment and treat yourself as an ordinary person.
8. I like to make quick money: You can’t make money by doing short-term trades, and short-term trades in the mid-term are not the best long-term investment method, but you can’t hold on to dry goods
9. The principle of emotional change: insufficient chanting, insufficient belief in principles, and inability to overcome emotions
10. Can’t distinguish between one’s own ability or the background: making money once lucky can be regarded as a continuous ability to make money, which is the most harmful situation
8. Sublimation of thinking
1. The stock god is not a god, but he has continued to adhere to common sense;
2. Make money without thinking about money, think about money and not be greedy for money, be greedy for money and want to make a lot of money, follow the people who can make money and the direction of money, and you will never be short of money in your life;
3. The confidence to do anything comes from the strength of assets and health. Anything else is bluffing; from the perspective of investors, it is the number of high-quality stocks and the number of days of healthy living.
4. Things that can snowball in the world, besides value investing, lie and leverage;
5. The best trading strategy is to try not to trade;
6. The ultimate essence of investment is to help life flourish;
7. As long as the product demand of large consumer enterprises and the status of enterprises in the industry cannot die, then simply outperforming inflation can achieve long-term tenfold growth;
8. No strategy is suitable for everyone. We only have to work hard to get closer to her. It is impossible to lie flat and let him hug you actively.
Nine. Summary
1. Break through the barrier between cognition and action: chanting, learning, summarizing
2. Break through the boundary between ordinary and extraordinary: loneliness, standing on the clouds, essence, common sense, persistence
3. Break through the boundary between investment and self-media: traffic + content = business model
4. Get through the boundary between life and investment: replace human nature and let laws and principles speak
5. Break through the boundary between philosophy and investment: history, survival, development, the strong will always be strong, material spirit
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