此帖子最初是在我的Substack上發布的。 訂閱 支持我! 品質高於估值。 以公平價格買入偉大企業,而不是以優惠價格買入優秀企業。 The tenet of proper investing has always been clear and straightforward. It was also drilled strongly into me after I bought a local Malaysian steel mill 9 years ago, and closed the position just last month at a loss. Ever since then, I believe I am on the right path, with successf...
林德氣體股票討論
品質高於估值。
以公平價格買入偉大企業,而不是以優惠價格買入優秀企業。
The tenet of proper investing has always been clear and straightforward.
It was also drilled strongly into me after I bought a local Malaysian steel mill 9 years ago, and closed the position just last month at a loss.
Ever since then, I believe I am on the right path, with successf...
LED: $OSRAM LICHT AG UNSP ADR EA REPR 0.333 ORD SHS (OSAGY.US)$ $Acuity Brands (AYI.US)$
矽片: $美國超微公司 (AMD.US)$ $英特爾 (INTC.US)$ $英偉達 (NVDA.US)$ $博通 (AVGO.US)$ $高通 (QCOM.US)$ $應用材料 (AMAT.US)$
鉑金: $ANGLO AMERICAN PLATINUM LTD SPON ADR EACH REP 0.16667 ORD SHS (ANGPY.US)$ $IMPALA PLATINUM HLDGS SPON ADR 1 REP 1 ORD ZAR0.025 (IMPUY.US)$ $Sibanye Stillwater (SBSW.US)$