Sharing trade ideas

At this time, it’s even more important to learn Buffett’s investment philosophy. Many people start to learn Buffett’s investment philosophy when value stocks are soaring, and then invest in some value stocks. Regardless of whether the price is high or low, when the value plummets, they say that value investment is invalid. This is not value. Investment, and was controlled by emotions because of the rise and fall. What is the value investor? First of all, you have to understand a company (buying stocks is equivalent to doing business). If you know that a company is worth 100 yuan, and the current price is only 30 or 50 yuan, would you buy it? Of course you will buy it (because it is a bargain). There is a problem here, that is, how do you know that this company is worth 100 yuan? This is what Buffett calls the margin of safety. For example, I am the general manager of an automobile 4S shop. How much I value the automobile 4S shop can be roughly understood through a few data, and the value of this 4S shop. So Buffett’s concept is really simple and easy to understand. The only thing we need to improve is our own margin of safety. Only when the margin of safety is increased can you find better and cheaper companies. This way market volatility will give you more opportunities. (That is to say, Mr. Market will give you the opportunity to buy good companies and cheap), now you don’t want to look at the market, and spend a lot of time thinking about (which industries or companies have: mental monopoly, just-need addiction, technology monopoly, scarcity of products, resource Monopoly, high-frequency consumption, future growth) If you are looking at the current price (whether it is cheap) $Tencent(TCEHY.US)$ $Alibaba(BABA.US)$ $Futu Holdings Ltd(FUTU.US)$