Joke Collection Website - Mood Talk - Which one is easier to learn from Li Jie, Zhang Juying, Lin Yuan and Duan Yongping in the Tang Dynasty?
Which one is easier to learn from Li Jie, Zhang Juying, Lin Yuan and Duan Yongping in the Tang Dynasty?
Looking over and over again, I only admire two Chinese investors on the Internet, one is Lin Yuan and the other is Duan Yongping. Both of them are experts, I can't decide which one is better. Lin Yuan speaks straightforwardly and likes to hit the nail on the head, but his background is rational. Duan Yongping's words and deeds clearly show that he is a person with rationality engraved in his bones.
Many people have been making sarcastic remarks this year, saying that Lin Yuan failed to invest in Arowana, and that Duan Yongping was cheated by buying Tencent. I just thought, haha, this is completely out of understanding of the two of them. In fact, the styles of these two are different, but many words require readers to continuously improve their own level, and they will have some insights when they read again. Both of these two people have the consistency of "value investing masters"---being honest, sincere and upright. Finally, based on my simple judgment, I will talk about the Arowana and Tencent bought by Lin Yuan and Duan Yongping. 1. These two stocks (or these two companies) must not have a high proportion of the investment of these two great masters. The probability is only a very, very small part. Therefore, even if you make a mistake, it will basically have no impact on the profit of your position. 2. These two have also always emphasized that their investment style is long-term investment, so it is difficult to make a final judgment due to the current difficulties. 3. Do not copy homework blindly. For example, I personally am not optimistic about Arowana (foreign investment background, too high PE, etc.), so I will not invest. In comparison, I am more optimistic about Tencent. But in line with the principle of not speculating if you are not familiar with it, I only invest in big A. This is my duty.
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