TSLA
Tesla
-- 421.060 PLTR
Palantir
-- 80.550 NVDA
NVIDIA
-- 134.700 AMD
Advanced Micro Devices
-- 119.210 OXY
Occidental Petroleum
-- 47.130 
Bear hunting diary nov25, new track no longer obsessed with technology but also not giving up technology. Gradually analyzing new technological opportunities over the past few days.
Bear Hunting Diary for Stock Novices: Insights from Semiconductors to Daily Consumer.
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## Disappointment with Technology Stocks
In this volatile market, I originally hoped for short-term trading in semiconductor stocks, but the fact is that this strategy is not feasible. The performance of technology stocks in my investment portfolio is disappointing:
Taiwan Semiconductor (TSM) did not increase but instead incurred losses.
ARM Holdings (ARM) fell back to the stock price three months ago, unable to make a profit.
Zeta Global Holdings (ZETA) incurred losses, facing significant pressure from the stock market pullback.
Broadcom (AVGO) is particularly frustrating. The recent three-month decline makes me feel like I owe their company money.
## Astounding Performance of Daily Consumer Goods
In contrast, some seemingly ordinary daily consumer goods companies are demonstrating astonishing growth:
A certain gas pipeline company has a high annual growth rate of 70%.
The egg sales company behind the Calm brand has achieved an annual growth rate of 104%.
Limoneira (LMNR), a company that grows lemons and avocados, has an annual growth rate of 77%, exceeding semiconductors fund (SMH) and technology giant fund (MAGS).
The strong rise of blue chip stocks.
The performance of some household daily consumer blue chip stocks is even more amazing:
- Pilgrim's Pride Corporation (PPC): 100%
- Sprouts Farmers Market (SFM): 245%
- Walmart (WMT): Over 70%
- Costco (COST): Over 70%
These numbers far exceed the performance of semiconductor fund (SMH) and technology giant fund (MAGS).
## Realigning Investment Objectives
Based on these observations, I have decided to adjust the investment strategy and set the target to:
1. Surpass Walmart
2. Match Pilgrim's Pride in raising chickens (PPC)
3. Catch up to Sprouts Farmers Market in the consumer industry
## Surprising Discovery: Potential of Traditional Industries
During the research process, I also came across an interesting example: Pool Corporation (POOL). This company, which provides equipment for swimming pools, has surprisingly outperformed Microsoft (MSFT) since its listing. The stock price of POOL has increased by 75 times, while Microsoft, which listed on the same day, only increased by 7.5 times. This once again proves that sometimes traditional industries can also bring unexpected returns.
## Summary
This bear hunting trip has made me realize deeply that investment should not be limited to the popular high-tech sector. On the contrary, seemingly ordinary daily consumer goods and traditional industries may harbor immense potential. This experience has taught me to approach the market with a more open mind, not ignoring any possible opportunities.
As the proverb in the Bible says: "The discerning person keeps wisdom in view, but a fool's eyes wander to the ends of the earth." (Proverbs 17:24) In the investment market, true wisdom lies not in blindly following popular trends, but in being able to see overlooked opportunities and discover extraordinary potential in what may seem ordinary.
Sources
In this volatile market, I originally hoped for short-term trading in semiconductor stocks, but the fact is that this strategy is not feasible. The performance of technology stocks in my investment portfolio is disappointing:
Taiwan Semiconductor (TSM) did not increase but instead incurred losses.
ARM Holdings (ARM) fell back to the stock price three months ago, unable to make a profit.
Zeta Global Holdings (ZETA) incurred losses, facing significant pressure from the stock market pullback.
Broadcom (AVGO) is particularly frustrating. The recent three-month decline makes me feel like I owe their company money.
## Astounding Performance of Daily Consumer Goods
In contrast, some seemingly ordinary daily consumer goods companies are demonstrating astonishing growth:
A certain gas pipeline company has a high annual growth rate of 70%.
The egg sales company behind the Calm brand has achieved an annual growth rate of 104%.
Limoneira (LMNR), a company that grows lemons and avocados, has an annual growth rate of 77%, exceeding semiconductors fund (SMH) and technology giant fund (MAGS).
The strong rise of blue chip stocks.
The performance of some household daily consumer blue chip stocks is even more amazing:
- Pilgrim's Pride Corporation (PPC): 100%
- Sprouts Farmers Market (SFM): 245%
- Walmart (WMT): Over 70%
- Costco (COST): Over 70%
These numbers far exceed the performance of semiconductor fund (SMH) and technology giant fund (MAGS).
## Realigning Investment Objectives
Based on these observations, I have decided to adjust the investment strategy and set the target to:
1. Surpass Walmart
2. Match Pilgrim's Pride in raising chickens (PPC)
3. Catch up to Sprouts Farmers Market in the consumer industry
## Surprising Discovery: Potential of Traditional Industries
During the research process, I also came across an interesting example: Pool Corporation (POOL). This company, which provides equipment for swimming pools, has surprisingly outperformed Microsoft (MSFT) since its listing. The stock price of POOL has increased by 75 times, while Microsoft, which listed on the same day, only increased by 7.5 times. This once again proves that sometimes traditional industries can also bring unexpected returns.
## Summary
This bear hunting trip has made me realize deeply that investment should not be limited to the popular high-tech sector. On the contrary, seemingly ordinary daily consumer goods and traditional industries may harbor immense potential. This experience has taught me to approach the market with a more open mind, not ignoring any possible opportunities.
As the proverb in the Bible says: "The discerning person keeps wisdom in view, but a fool's eyes wander to the ends of the earth." (Proverbs 17:24) In the investment market, true wisdom lies not in blindly following popular trends, but in being able to see overlooked opportunities and discover extraordinary potential in what may seem ordinary.
Sources
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猎熊日记｜新手入门｜作手素质：技术分析，仓位管理，心态定位.｜坚持炒股須健好睡好｜BRK.B 長壽则長持｜波段操练如習武禪修
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Aurora Sky : I have been paying attention to SFM for a long time, it has been steadily climbing, indeed very promising.