Leader
2025-11-28
$英伟达(NVDA)$
$特斯拉(TSLA)$
$美光科技(MU)$
$Visa(V)$
$伯克希尔B(BRK.B)$
明年计划做稳健配置,保持10%复利增长就知足!
还差3%突破前值,当机遇来临时时刻准备着!
我们的船🛳️,经历过大风大浪,夯实羁绊,增加信任!
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
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Leader
2025-12-01
Leader
投资最重要的三个因素:
一是公司的内在价值
二是安全边际
三是市场波动
第一要研究好公司的内在价值,看它到底是不是好公司
第二要等待一个具有安全边际的价格,也就是市场极度恐慌的时候买入
第三就是要正确看待股价的波动
Leader
2025-12-01
Leader
💰持续稳定收入→控制消费降低物欲→节俭持续复利投资→被动收入大于生活成本→自由支配时间⌚️
Leader
2025-12-01
Leader
賣出股票只有三個原因:
第一個就是發現了更好的標的!
第二個就是標的極度高估!
第三個就是這個企業基本面出現了問題!
Leader
2025-11-30
Leader
🎗️在纷繁复杂的世界中,变化可能是唯一永恒的主题!
⌚️把时间和信念融入到能够长期产生价值的事情中,持续学习有效率的思维方式和行为标准!
🛳️这是一条越走越不孤独的道路,不受短期诱惑和繁杂噪声的影响!
💦流水不争先,争的是滔滔不绝!
Leader
2025-11-30
Leader
🎗️作爲投資人,需要在無數誘惑下更加專注,不斷捫心自問什麼事情是有價值、有意義的,這樣的事情才能做。水泥封心,不被外界干擾,執着於專注!
🎗️作爲掌舵人,需要有上窮碧落下黃泉精神,求賢若渴,與靠譜的人做有意思的事,是我一直以來非常享受工作的原因之一!
We can do anything that makes sense.
We don’t have to do anything.
We only do things that make sense.
Leader
2025-12-01
Leader
既然有了安全边际,现在要做的就是修心!
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精彩评论
一是公司的内在价值
二是安全边际
三是市场波动
第一要研究好公司的内在价值,看它到底是不是好公司
第二要等待一个具有安全边际的价格,也就是市场极度恐慌的时候买入
第三就是要正确看待股价的波动
第一個就是發現了更好的標的!
第二個就是標的極度高估!
第三個就是這個企業基本面出現了問題!
⌚️把时间和信念融入到能够长期产生价值的事情中,持续学习有效率的思维方式和行为标准!
🛳️这是一条越走越不孤独的道路,不受短期诱惑和繁杂噪声的影响!
💦流水不争先,争的是滔滔不绝!
🎗️作爲掌舵人,需要有上窮碧落下黃泉精神,求賢若渴,與靠譜的人做有意思的事,是我一直以來非常享受工作的原因之一!
We can do anything that makes sense.
We don’t have to do anything.
We only do things that make sense.