I am deeply impressed by their thinking logic and learning ability regarding industry investments...
They invest in aerospace, quantum computing, and also AI pharmaceuticals, among others.
All are cutting-edge technologies of the future and niche leaders with moat advantages.
To research the quantum project, I collected materials, read books, and studied in-depth for 22 days.
Whether it's the future prospects of this industry or its practical applications, I conducted thorough research, including competitors.
Suddenly, I looked at a book on my desk that had been gathering dust for a year or two, and I felt a bit ashamed.
These past few years, I’ve been lazy, stupid, and complacent.
Having a little money, I just lay flat, stop learning, no wonder my trading has made no progress and has even been regressing...
He also shared some other thoughts.
1. Always maintain a strong desire to make money; money can solve 99% of problems. If that 1% can't be solved, it means you don't have enough money.
2. My children are more important than anyone or anything else.
3. Policy orientation and market environment are very important. When the conditions are not right, doing nothing is better than doing something. In the first three years, I was planting vegetables in my villa...
4. When young, be bold; don’t fear losing, but absolutely avoid debt. After having a family, secure your rear and put some funds with your partner. Even if you lose in your hands, it won't affect your life.
5. Don’t leverage in the investment market; most people's cognition can't support it.
6. Be skeptical of experts; use logical analysis and deduction to question and arrive at your own conclusions to support your investment decisions.
Sigh, he shared so much more. Honestly, overthinking for too long makes it hard to remember everything. That’s it for now. 🤣
He considers himself top-tier in industry investment but feels helpless about the secondary market of A-shares.
He’s involved in two stocks, with holdings worth 180 million RMB. The fundamentals are good, but after holding for a year or two, he hasn't started trading and has been floating in loss...
He is truly humble, so he learns from us secondary market gamblers...
But this time, I gained a deeper understanding of the single-person company model.
A beautiful office location, a receptionist auntie, a big desk, a computer, an office where friends can come for tea and chat—top-tier investments worth tens of millions or hundreds of millions are all mental labor by one person.
I think this state is quite good—no need to recruit various researchers and traders like large and medium-sized investment firms. When there are questions, just ask familiar researchers and peers...
Live to old age, learn to old age, stay competitive. 😉😉😉
Well, first, I need to finish reading the books I have on hand!!!

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