Investment Ideas

The core concept of investment is to buy stocks to buy companies. To study the relative advantages and competitiveness of companies in the industry. The future development prospects of the industry, etc. The lower-risk investment method is to invest in monopolistic companies in industries that the world cannot change. Coca-Cola, Moutai, luxury brand Hermes, etc. Because the future cash flow discount can be very easy to predict, and the future development of the company can be seen more clearly. The higher risk is to invest in companies that can change the world, such as disruptive technology and new energy. The revolutionary innovation of science and technology creates brand-new industries and replaces traditional industries. You can refer to the invention of gasoline trucks in the past to replace steam engines. The invention of Internet e-commerce impacts the traditional retail industry. The current progress of new energy impacts the traditional gasoline truck industry in the near future. Will be completely replaced in the future. This investment method is similar to the philosophy of Ms. Mu Mu, and the investment philosophy of Sun Zhengyi’s Vision Fund. Excellent investors need to stand on the shoulders of the CEO to see the future development of the company, and sometimes even need A more unique vision. Good company + good industry + time = investment success