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2021-07-21

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like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/814527451","repostId":"815987527","repostType":1,"repost":{"id":815987527,"gmtCreate":1630635978969,"gmtModify":1676530362523,"author":{"id":"3434046638438343","authorId":"3434046638438343","name":"旭阳特别帅","avatar":"https://static.laohu8.com/bbe12234effaffbb31106d837a04c53f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3434046638438343","idStr":"3434046638438343"},"themes":[],"title":"我所理解的價值投資","htmlText":"2021年5月16號，我正式從公司辭職了。原因有很多，一個顯而易見的原因當然是公司錢沒給夠，路子給的不夠寬（大實話）；一個是賺了不少錢，底氣足了；一個是想去提高自己，留學（這個想了很久了）；所以還是想去試試，爲了以後不後悔。 當然你會問，賺這點錢就辭職了？我想說，能賺多少錢就有多少配得上這財富的認知，今年賺完明年就不賺啦？不做人了？我會更加富有，學習型的人潛力無限的。 我現在纔來跟大家聊聊我所理解的價值投資，是因爲資金量上了一個層級。我認爲這種投資理念適合完成一點資本積累的人。因爲資金量少，比如幾萬的，幾千的，翻個10倍也不過幾十萬和幾萬，真的無法對人生做出什麼改變。可能我比較激進，筆者個人覺得資金小的不大適合長線投資。因爲資金小本身持有的時候就會覺得不值得，對於人來說，尤其是年輕人來說，時間就是最大的成本。 價值投資一般的持有周期都以年來算，人生能有幾年？1萬翻100倍到100萬，估計都幾十年過去了，筆者感覺不值得。小資金的宿命，就是要去博，抓住一切大波動，完成資本積累，後面纔有資格來談價值投資。所以價值投資十分適合資金量比較大的，首先資金量大，本身就意味着不急着賺錢了，有更多的耐心陪企業成長，從而正向循環賺到更多的錢，這就是富人的心裏優勢，穿越所有波動週期，關注企業本身產品和利潤。 以上的看法就是我所經歷過的。大學的時候，手裏就家人的賬戶裏的錢搞股票。這段時間剛好遇到股災，也沒有什麼打法，一切都還是陌生的，但我決心認真學學這東西。首先接觸到的就是技術流派，一開始是看同花順軟件裏對於技術指標的說明，什麼時候大概會漲，什麼時候大概會跌，全都是霧裏看花。把軟件倒騰完後，自己買了本股市入門，對中國股市有了初步認知，瞭解到這個市場建立時間還不長，代碼，交易所，結算機制等等。 然後小白就衝進去虧錢了，就是所謂的交學費。一邊交學費，一邊瘋狂看書。後面看的就多了，也知道自己要看什麼書能","listText":"2021年5月16號，我正式從公司辭職了。原因有很多，一個顯而易見的原因當然是公司錢沒給夠，路子給的不夠寬（大實話）；一個是賺了不少錢，底氣足了；一個是想去提高自己，留學（這個想了很久了）；所以還是想去試試，爲了以後不後悔。 當然你會問，賺這點錢就辭職了？我想說，能賺多少錢就有多少配得上這財富的認知，今年賺完明年就不賺啦？不做人了？我會更加富有，學習型的人潛力無限的。 我現在纔來跟大家聊聊我所理解的價值投資，是因爲資金量上了一個層級。我認爲這種投資理念適合完成一點資本積累的人。因爲資金量少，比如幾萬的，幾千的，翻個10倍也不過幾十萬和幾萬，真的無法對人生做出什麼改變。可能我比較激進，筆者個人覺得資金小的不大適合長線投資。因爲資金小本身持有的時候就會覺得不值得，對於人來說，尤其是年輕人來說，時間就是最大的成本。 價值投資一般的持有周期都以年來算，人生能有幾年？1萬翻100倍到100萬，估計都幾十年過去了，筆者感覺不值得。小資金的宿命，就是要去博，抓住一切大波動，完成資本積累，後面纔有資格來談價值投資。所以價值投資十分適合資金量比較大的，首先資金量大，本身就意味着不急着賺錢了，有更多的耐心陪企業成長，從而正向循環賺到更多的錢，這就是富人的心裏優勢，穿越所有波動週期，關注企業本身產品和利潤。 以上的看法就是我所經歷過的。大學的時候，手裏就家人的賬戶裏的錢搞股票。這段時間剛好遇到股災，也沒有什麼打法，一切都還是陌生的，但我決心認真學學這東西。首先接觸到的就是技術流派，一開始是看同花順軟件裏對於技術指標的說明，什麼時候大概會漲，什麼時候大概會跌，全都是霧裏看花。把軟件倒騰完後，自己買了本股市入門，對中國股市有了初步認知，瞭解到這個市場建立時間還不長，代碼，交易所，結算機制等等。 然後小白就衝進去虧錢了，就是所謂的交學費。一邊交學費，一邊瘋狂看書。後面看的就多了，也知道自己要看什麼書能","text":"2021年5月16號，我正式從公司辭職了。原因有很多，一個顯而易見的原因當然是公司錢沒給夠，路子給的不夠寬（大實話）；一個是賺了不少錢，底氣足了；一個是想去提高自己，留學（這個想了很久了）；所以還是想去試試，爲了以後不後悔。 當然你會問，賺這點錢就辭職了？我想說，能賺多少錢就有多少配得上這財富的認知，今年賺完明年就不賺啦？不做人了？我會更加富有，學習型的人潛力無限的。 我現在纔來跟大家聊聊我所理解的價值投資，是因爲資金量上了一個層級。我認爲這種投資理念適合完成一點資本積累的人。因爲資金量少，比如幾萬的，幾千的，翻個10倍也不過幾十萬和幾萬，真的無法對人生做出什麼改變。可能我比較激進，筆者個人覺得資金小的不大適合長線投資。因爲資金小本身持有的時候就會覺得不值得，對於人來說，尤其是年輕人來說，時間就是最大的成本。 價值投資一般的持有周期都以年來算，人生能有幾年？1萬翻100倍到100萬，估計都幾十年過去了，筆者感覺不值得。小資金的宿命，就是要去博，抓住一切大波動，完成資本積累，後面纔有資格來談價值投資。所以價值投資十分適合資金量比較大的，首先資金量大，本身就意味着不急着賺錢了，有更多的耐心陪企業成長，從而正向循環賺到更多的錢，這就是富人的心裏優勢，穿越所有波動週期，關注企業本身產品和利潤。 以上的看法就是我所經歷過的。大學的時候，手裏就家人的賬戶裏的錢搞股票。這段時間剛好遇到股災，也沒有什麼打法，一切都還是陌生的，但我決心認真學學這東西。首先接觸到的就是技術流派，一開始是看同花順軟件裏對於技術指標的說明，什麼時候大概會漲，什麼時候大概會跌，全都是霧裏看花。把軟件倒騰完後，自己買了本股市入門，對中國股市有了初步認知，瞭解到這個市場建立時間還不長，代碼，交易所，結算機制等等。 然後小白就衝進去虧錢了，就是所謂的交學費。一邊交學費，一邊瘋狂看書。後面看的就多了，也知道自己要看什麼書能","images":[{"img":"https://static.tigerbbs.com/05265ddbdc34f1a48cf2b5648ad9a676","width":"1280","height":"720"},{"img":"https://static.tigerbbs.com/86221bc91ad73af990a29462b1d4a271","width":"960","height":"600"},{"img":"https://static.tigerbbs.com/038c03732548542d18d53a77df0c2c1a","width":"1280","height":"616"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/815987527","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3030,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814527249,"gmtCreate":1630848580981,"gmtModify":1676530405379,"author":{"id":"3581979721991802","authorId":"3581979721991802","name":"abp","avatar":"https://static.tigerbbs.com/f0c0424f61209387c56148e921c507f1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581979721991802","idStr":"3581979721991802"},"themes":[],"htmlText":"Pls like and comment&nbsp;","listText":"Pls like and comment&nbsp;","text":"Pls like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/814527249","repostId":"816546155","repostType":1,"repost":{"id":816546155,"gmtCreate":1630509436777,"gmtModify":1676530326084,"author":{"id":"3494598995385765","authorId":"3494598995385765","name":"安彼森","avatar":"https://static.tigerbbs.com/ddd1268b2e09ba2d32cbc9e6c69ecfe3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494598995385765","idStr":"3494598995385765"},"themes":[],"title":"現在教育股依然有利可圖，看好未來","htmlText":"&nbsp; &nbsp; &nbsp; &nbsp;&nbsp;前段時間教育新規落地&nbsp; &nbsp; &nbsp; &nbsp;&nbsp;無疑是給本來不咋地的教育行業來了一個當頭一金箍棒一般差點直接要了老命一般。之前行業三劍客一直受到資本的追捧一路高歌猛進，股價一路飆升，後來又開始走下坡路，直到新規落地，直接來個斷頭斬，可以說是直接略過谷底直奔地獄都不爲過。雖然說這個階段打擊不小，行情複雜程度也不低，但是要注意一下就是現階段正是行業優勝虐汰的關鍵時期，只有行業的領頭羊才能最後活下來，並慢慢繼續發展。就目前來說我還是比較看好教育行業的，尤其是這個關鍵時期，大部分以前買不到嫌貴了，這個就是機會，天賜良機也不爲過。當然也有風險，就是這些企業破產退市啥的，不過連行業老大哥都倒下了，二弟三弟也玩完了，那這個行業就可以推到重來了。這會帶來連鎖效應，各種各樣想起來都複雜，還是別想的好，因爲這是zf會去想的，該鬆口鬆口該放鬆還是可以滴。我不太喜歡分享太多數據的東西，簡單分享個人的觀點，如果看好的，可以分批買5次，10次，20次，一週還是一個月，總共買半年還是一年拿來堅持。都知道教育行業要想發展起來，時間還是要的<a href=\"https://laohu8.com/S/EDU\">$新東方(EDU)$</a><a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a><a href=\"https://laohu8.com/S/002729\">$好利來(002729)$</a>","listText":"&nbsp; &nbsp; &nbsp; &nbsp;&nbsp;前段時間教育新規落地&nbsp; &nbsp; &nbsp; &nbsp;&nbsp;無疑是給本來不咋地的教育行業來了一個當頭一金箍棒一般差點直接要了老命一般。之前行業三劍客一直受到資本的追捧一路高歌猛進，股價一路飆升，後來又開始走下坡路，直到新規落地，直接來個斷頭斬，可以說是直接略過谷底直奔地獄都不爲過。雖然說這個階段打擊不小，行情複雜程度也不低，但是要注意一下就是現階段正是行業優勝虐汰的關鍵時期，只有行業的領頭羊才能最後活下來，並慢慢繼續發展。就目前來說我還是比較看好教育行業的，尤其是這個關鍵時期，大部分以前買不到嫌貴了，這個就是機會，天賜良機也不爲過。當然也有風險，就是這些企業破產退市啥的，不過連行業老大哥都倒下了，二弟三弟也玩完了，那這個行業就可以推到重來了。這會帶來連鎖效應，各種各樣想起來都複雜，還是別想的好，因爲這是zf會去想的，該鬆口鬆口該放鬆還是可以滴。我不太喜歡分享太多數據的東西，簡單分享個人的觀點，如果看好的，可以分批買5次，10次，20次，一週還是一個月，總共買半年還是一年拿來堅持。都知道教育行業要想發展起來，時間還是要的<a href=\"https://laohu8.com/S/EDU\">$新東方(EDU)$</a><a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a><a href=\"https://laohu8.com/S/002729\">$好利來(002729)$</a>","text":"前段時間教育新規落地 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