BlogHide Resteemsxueqiucaijing (-2)in cn • 5 years agosteemCreated with Sketch.Inverse thinking in investmentReverse thinking plays a very important role in many fields, especially in investment. Investors with reverse thinking ability can better understand the market and do a good job in investing. This…xueqiucaijing (-2)in cn • 5 years agosteemCreated with Sketch.Logic, expectation and consensusIt is very difficult to get a thorough understanding of an industry and a company. What more people can understand is only their own industry and company. So, more often, watch more and move less.…xueqiucaijing (-2)in cn • 5 years agosteemCreated with Sketch.Some thoughts on investmentIt is more important to invest not to gain high returns, but not to lose money. This conservative investment style can often go further! How to avoid losing money is not necessarily a low…xueqiucaijing (-2)in cn • 5 years agosteemCreated with Sketch.On Investment Probability, Rational CertaintyNot to mention the theory of investment, many masters and friends have detailed expositions. Let's talk about our methodology on how to identify companies. Many friends are jealous and jealous of…xueqiucaijing (-2)in cn • 5 years agosteemCreated with Sketch.Advantages of Low Net Value Individual InvestorsFor individual investors, the investment goal should be to maximize long-term returns. In order to achieve this goal, one of the advantages of individual investors is that they can bear greater…xueqiucaijing (-2)in cn • 5 years agosteemCreated with Sketch.Where is the difficulty of value investment?Good people, good industry, good enterprises, good prices, one can not be less. Hello, we need to judge whether the management is honest, enterprising and steady. Great companies are first run by…xueqiucaijing (-2)in cn • 5 years agosteemCreated with Sketch.What should we do if we miss Maotai?Over the past four years, the increase has reached a stunning 1,000%. There are many investors in the market who have made huge profits. On the contrary, there are more eyewinkers. These people…xueqiucaijing (-2)in cn • 5 years agosteemCreated with Sketch.Investment tenKeep away from garbage. Investors need to understand that those are junk companies. Stay away from mediocrity and invest in excellent and great companies Avoid buying too expensive. Buy a good…xueqiucaijing (-2)in cn • 5 years agosteemCreated with Sketch.How do we lose money in the stock market?Buy in the bull market and cut in the bear market. When the bull market came, we saw that our friends and relatives all made 100,000 yuan, 200,000 yuan, and even more than one million yuan in…xueqiucaijing (-2)in cn • 5 years agosteemCreated with Sketch.Which investments should I buy most? Which ones should not be bought?Yesterday, a friend asked me what kind of financial products should I invest in in 2018. What is the last thing to buy? Here is my reply, personal opinion, not necessarily right. First, it should…xueqiucaijing (-2)in cn • 5 years agosteemCreated with Sketch.Criteria for financial freedomDefinition of financial freedom My definition of financial freedom is that without going to work (but not necessarily to work), you can live a dignified, quality and meaningful life by simply…xueqiucaijing (-2)in cn • 5 years agosteemCreated with Sketch.Opportunities in CrisisThere is an old saying in China: "The blessings of fortune and misfortune depend on the blessings of misfortune and misfortune". The main idea is that there are bad things in good things and good…xueqiucaijing (-2)in cn • 5 years agosteemCreated with Sketch.How to View Various Investment TheoriesNow is the era of the Internet and information explosion. There are quite a lot of information on the Internet and they are free. So as an investor, if you want, you can get in touch with a lot of…xueqiucaijing (-2)in cn • 5 years agosteemCreated with Sketch.Investment Practice Series: Weaknesses and Advantages in InvestmentLife is a practice, everything can be regarded as a practice. Saints'practice takes heaven and earth as stove, making them into work; Yin and Yang as charcoal, and everything as copper; one flower…xueqiucaijing (-2)in cn • 5 years agosteemCreated with Sketch.The Art of Valuation Paper PEValuation is an art, and price-earnings ratio is an art. How many times the price-earnings ratio of a company is worth? Different people have different opinions and wise people have different…xueqiucaijing (-2)in cn • 5 years agosteemCreated with Sketch.Investing in Rational InvestorsWhat is the most important thing about investment? There are different opinions, some of which are about the grasp of price trends, some are about mentality, and some are about value. It seems that…xueqiucaijing (-2)in cn • 5 years agosteemCreated with Sketch.Stock investment should avoid "hot investment" and "hot operation".Stock investment, to avoid the hot industry companies! Not only should we avoid "hot investment (high valuation)", but also "hot business (fierce competition)". The first point is easy to…xueqiucaijing (-2)in cn • 5 years agosteemCreated with Sketch.Investment Perception Series ~Unfinished Marathon StrategyIn the new year, we are going to write down the investment sentiments we have formed before, what we want to write and what we want to write. Finally, we will sum up them again, which is the summary…xueqiucaijing (-2)in cn • 5 years agosteemCreated with Sketch.关于仓位分配的几点思考这个问题是通过投资赚钱的核心秘密和价值投资，为什么吃亏了？原因就在这里 1平均分配仓库的最简单方法 假设你看好10个股票，分配10分之1的仓库。 优点:最简单，效果不一定是坏的。 缺点:理论上可能不是最佳方案 2根据决定性(风险大小)分配位置。 确定性越强，风险越小，分配的位置就越多。关键是如何评估确定性和风险。…xueqiucaijing (-2)in cn • 5 years agosteemCreated with Sketch.香港美国股票评估首选部分香港、美国股票、香港美国股票中的小票全部平均价格收入比率，低价净比率，但PE数十倍以上，Pb数倍，数十倍。同样，大型股票也是如此。香港美元市场的大优惠股总体评价高于中小额股的估计值，有些股票PE高出2 - 30倍，Pb高出几倍或10倍以上。在香港美国，好公司和烂公司的价值大幅分化，公司股票的市值大小对公司评价的影响不明显。 评价香港美国股份中的好公司和烂公司，好的主要标准:…
