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炀炀炀
2018-09-14
$小米集团-W(01810)$ 拼多多涨了30%,蔚蓝汽车涨了75%,我内心毫无波动
炀炀炀
2020-04-10
$WTI原油主连(CLmain)$
墨西哥想干啥,特朗普在盘它的路上![暗中观察]
炀炀炀
2020-03-26
$虎牙(HUYA)$
可怜之前那位兄弟了,哎[叹气]
炀炀炀
2021-07-31
增长见识,之前就没有了解过这领域[你懂的]
@老特资本:鲜为人知的超高利润低估值公司!
炀炀炀
2020-12-24
跟随特总投资,早日实现财富自由!
@老特资本:【2020年度复盘】如何最快实现财富自由?
去老虎APP查看更多动态
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time to be greedy is when others are afraid, and the time to be afraid is when others are greedy.”—— Warren E. Buffett2020年是一个险象迭生的一年,我们经历了太多太多。甚至很多虎友第一次体会到了股神巴菲特的灵魂金句“别人恐慌我贪婪”。老特的美股投资之路在美国念高中后开始的。当时家里抱着试着玩玩的态度给了老特2万美金投资美股,老特当时委托了年满18岁的室友开了个股票账户,然后便开始在美股里摸爬滚打了。后来在全球某TOP15大学金融系毕业后,在美国某TOP9投行工作过2年,回国后又在VC、PE领域耕耘。迄今为止一共投资了9.5年美股,3年A股和港股,算是业余炒股,在同龄人里基本上算是财富自由了。当然每个人对财富自由的定义不同,在老特的这个阶段也仅仅做到想要的都有,从2万美金起步,做到现在疫情前环游世界,每天花销过千美金也不心疼,稳定收入和资产性收益并存,靠的就是一点一滴的积累,关注老特的铁粉都知道,老特的策略早就已经铸就了稳定的现金流,收益不仅仅来自于独到的建仓眼光买卖股票的差额,还有稳定的递增股息,以及一级市场的私募股权投资等等。当然财富自由了不代表就不需要努力赚钱了。毕竟全中国财富最自由的大佬们照样绞尽脑汁在和早起贪黑的菜贩子抢饭碗。自由归自由,但是危机意识和对社会敏锐的嗅觉还是要有的,否则大佬们跌落神坛也是分分钟的事。毕竟投资是一辈子的事情。7/14之前的建仓,在老特7/14【老虎贴吧】半年投资大复盘里都有详情,今天就不在这里重复提及了。战绩是建仓37支股票,其中1支平(在成本边缘徘徊),1支新股破发,胜率94.6%,7/14以后的建仓,总共建仓了47支股票,其中2支亏损,胜率95.74%。其中打新16支无一破发,老特对这个结果还是相当的满意的","listText":"“The time to be greedy is when others are afraid, and the time to be afraid is when others are greedy.”—— Warren E. Buffett2020年是一个险象迭生的一年,我们经历了太多太多。甚至很多虎友第一次体会到了股神巴菲特的灵魂金句“别人恐慌我贪婪”。老特的美股投资之路在美国念高中后开始的。当时家里抱着试着玩玩的态度给了老特2万美金投资美股,老特当时委托了年满18岁的室友开了个股票账户,然后便开始在美股里摸爬滚打了。后来在全球某TOP15大学金融系毕业后,在美国某TOP9投行工作过2年,回国后又在VC、PE领域耕耘。迄今为止一共投资了9.5年美股,3年A股和港股,算是业余炒股,在同龄人里基本上算是财富自由了。当然每个人对财富自由的定义不同,在老特的这个阶段也仅仅做到想要的都有,从2万美金起步,做到现在疫情前环游世界,每天花销过千美金也不心疼,稳定收入和资产性收益并存,靠的就是一点一滴的积累,关注老特的铁粉都知道,老特的策略早就已经铸就了稳定的现金流,收益不仅仅来自于独到的建仓眼光买卖股票的差额,还有稳定的递增股息,以及一级市场的私募股权投资等等。当然财富自由了不代表就不需要努力赚钱了。毕竟全中国财富最自由的大佬们照样绞尽脑汁在和早起贪黑的菜贩子抢饭碗。自由归自由,但是危机意识和对社会敏锐的嗅觉还是要有的,否则大佬们跌落神坛也是分分钟的事。毕竟投资是一辈子的事情。7/14之前的建仓,在老特7/14【老虎贴吧】半年投资大复盘里都有详情,今天就不在这里重复提及了。战绩是建仓37支股票,其中1支平(在成本边缘徘徊),1支新股破发,胜率94.6%,7/14以后的建仓,总共建仓了47支股票,其中2支亏损,胜率95.74%。其中打新16支无一破发,老特对这个结果还是相当的满意的","text":"“The time to be greedy is when others are afraid, and the time to be afraid is when others are greedy.”—— Warren E. 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","text":"增长见识,之前就没有了解过这领域[你懂的]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/802126586","repostId":"806280537","repostType":1,"repost":{"id":806280537,"gmtCreate":1627657741429,"gmtModify":1723128218340,"author":{"id":"3515677085772011","authorId":"3515677085772011","name":"老特资本","avatar":"https://static.tigerbbs.com/2e94c23bbbf9eaa7982385d5e639a294","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3515677085772011","idStr":"3515677085772011"},"themes":[],"title":"鲜为人知的超高利润低估值公司!","htmlText":"今天老特要在这里发表一个特殊的投资逻辑。那就是到底什么样的公司才是好公司。首先,老特认为创始人很重要。然后就是回到生意的本身是否有潜力?在现阶段是否还有很多的潜在增长?生意的护城河够不够深?生意的毛利率够不够高?在2021年的今天,随着经济的高速增长,以及疫情之后的全球大放水。持有核心资产的人越来越有钱,也越来越多。虽然大多数国家的经济增长变缓或者出现了为数不多的负增长。但是胡润排行榜中国百富榜上面却多了更多的名单,前十名的财富增长相比于去年也是一个质的飞跃。这也就意味着富人越来越富,而且人数越来越多了。我们就可以联想到还没有上富豪排行榜,但是也持有核心资产的人也是越来越富。核心资产包括什么呢?包括经营优良的公司,核心地段的房产,核心龙头股票等等一系列资产等,这里就不展开多说了。说白了,2021年就是一个扩大两极分化的年份。但是不可否认的是,不少中产确实持有核心资产,身家也确实因为大放水,有所提高。(2020胡润百富榜简况)那么中国人一旦有钱了,或者有闲钱了,除了买股票基金还会干什么呢?基本就是两样:买房、买车。这就涉及到了一个点,有闲钱买车的富人,肯定想着跟一般普通人拉开一点距离,都会选择豪车。而且选择豪车之后,还会特别的爱惜车辆。这也就涉及到了一个业务——汽车美容。说到汽车美容你们觉得哪一块的毛利率最高?老特给你们的答案是:隐形车衣。这里也就涉及到了一家公司,专做隐形车衣的龙头公司,来自美国的XPEL(<a 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Corp.(XPEL)$</a>)全球第一的漆面保护公司,一家漆面保护膜销量为其他品牌2-10名总和的2倍的公司。全球62个国家及地区共同使用的漆面保护膜品牌XPEL美国XPEL1997年创立,2006年推出市面,是全球唯一一家专注于漆面保护膜的纳斯达克上市公司,","text":"今天老特要在这里发表一个特殊的投资逻辑。那就是到底什么样的公司才是好公司。首先,老特认为创始人很重要。然后就是回到生意的本身是否有潜力?在现阶段是否还有很多的潜在增长?生意的护城河够不够深?生意的毛利率够不够高?在2021年的今天,随着经济的高速增长,以及疫情之后的全球大放水。持有核心资产的人越来越有钱,也越来越多。虽然大多数国家的经济增长变缓或者出现了为数不多的负增长。但是胡润排行榜中国百富榜上面却多了更多的名单,前十名的财富增长相比于去年也是一个质的飞跃。这也就意味着富人越来越富,而且人数越来越多了。我们就可以联想到还没有上富豪排行榜,但是也持有核心资产的人也是越来越富。核心资产包括什么呢?包括经营优良的公司,核心地段的房产,核心龙头股票等等一系列资产等,这里就不展开多说了。说白了,2021年就是一个扩大两极分化的年份。但是不可否认的是,不少中产确实持有核心资产,身家也确实因为大放水,有所提高。(2020胡润百富榜简况)那么中国人一旦有钱了,或者有闲钱了,除了买股票基金还会干什么呢?基本就是两样:买房、买车。这就涉及到了一个点,有闲钱买车的富人,肯定想着跟一般普通人拉开一点距离,都会选择豪车。而且选择豪车之后,还会特别的爱惜车辆。这也就涉及到了一个业务——汽车美容。说到汽车美容你们觉得哪一块的毛利率最高?老特给你们的答案是:隐形车衣。这里也就涉及到了一家公司,专做隐形车衣的龙头公司,来自美国的XPEL($XPEL Technologies 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time to be greedy is when others are afraid, and the time to be afraid is when others are greedy.”—— Warren E. Buffett2020年是一个险象迭生的一年,我们经历了太多太多。甚至很多虎友第一次体会到了股神巴菲特的灵魂金句“别人恐慌我贪婪”。老特的美股投资之路在美国念高中后开始的。当时家里抱着试着玩玩的态度给了老特2万美金投资美股,老特当时委托了年满18岁的室友开了个股票账户,然后便开始在美股里摸爬滚打了。后来在全球某TOP15大学金融系毕业后,在美国某TOP9投行工作过2年,回国后又在VC、PE领域耕耘。迄今为止一共投资了9.5年美股,3年A股和港股,算是业余炒股,在同龄人里基本上算是财富自由了。当然每个人对财富自由的定义不同,在老特的这个阶段也仅仅做到想要的都有,从2万美金起步,做到现在疫情前环游世界,每天花销过千美金也不心疼,稳定收入和资产性收益并存,靠的就是一点一滴的积累,关注老特的铁粉都知道,老特的策略早就已经铸就了稳定的现金流,收益不仅仅来自于独到的建仓眼光买卖股票的差额,还有稳定的递增股息,以及一级市场的私募股权投资等等。当然财富自由了不代表就不需要努力赚钱了。毕竟全中国财富最自由的大佬们照样绞尽脑汁在和早起贪黑的菜贩子抢饭碗。自由归自由,但是危机意识和对社会敏锐的嗅觉还是要有的,否则大佬们跌落神坛也是分分钟的事。毕竟投资是一辈子的事情。7/14之前的建仓,在老特7/14【老虎贴吧】半年投资大复盘里都有详情,今天就不在这里重复提及了。战绩是建仓37支股票,其中1支平(在成本边缘徘徊),1支新股破发,胜率94.6%,7/14以后的建仓,总共建仓了47支股票,其中2支亏损,胜率95.74%。其中打新16支无一破发,老特对这个结果还是相当的满意的","listText":"“The time to be greedy is when others are afraid, and the time to be afraid is when others are greedy.”—— Warren E. Buffett2020年是一个险象迭生的一年,我们经历了太多太多。甚至很多虎友第一次体会到了股神巴菲特的灵魂金句“别人恐慌我贪婪”。老特的美股投资之路在美国念高中后开始的。当时家里抱着试着玩玩的态度给了老特2万美金投资美股,老特当时委托了年满18岁的室友开了个股票账户,然后便开始在美股里摸爬滚打了。后来在全球某TOP15大学金融系毕业后,在美国某TOP9投行工作过2年,回国后又在VC、PE领域耕耘。迄今为止一共投资了9.5年美股,3年A股和港股,算是业余炒股,在同龄人里基本上算是财富自由了。当然每个人对财富自由的定义不同,在老特的这个阶段也仅仅做到想要的都有,从2万美金起步,做到现在疫情前环游世界,每天花销过千美金也不心疼,稳定收入和资产性收益并存,靠的就是一点一滴的积累,关注老特的铁粉都知道,老特的策略早就已经铸就了稳定的现金流,收益不仅仅来自于独到的建仓眼光买卖股票的差额,还有稳定的递增股息,以及一级市场的私募股权投资等等。当然财富自由了不代表就不需要努力赚钱了。毕竟全中国财富最自由的大佬们照样绞尽脑汁在和早起贪黑的菜贩子抢饭碗。自由归自由,但是危机意识和对社会敏锐的嗅觉还是要有的,否则大佬们跌落神坛也是分分钟的事。毕竟投资是一辈子的事情。7/14之前的建仓,在老特7/14【老虎贴吧】半年投资大复盘里都有详情,今天就不在这里重复提及了。战绩是建仓37支股票,其中1支平(在成本边缘徘徊),1支新股破发,胜率94.6%,7/14以后的建仓,总共建仓了47支股票,其中2支亏损,胜率95.74%。其中打新16支无一破发,老特对这个结果还是相当的满意的","text":"“The time to be greedy is when others are afraid, and the time to be afraid is when others are greedy.”—— Warren E. 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