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哇哈哈果奶
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哇哈哈果奶
2021-03-05
哈哈, 账户大涨,天天翻倍
哇哈哈果奶
2020-05-26
$人人网(RENN)$
你们做空都不看他为什么长嘛?都被人当鱼肉了还不做功课? 自己去**看看吧, 不至于倾家荡产
哇哈哈果奶
2020-05-26
$人人网(RENN)$
看现在诉讼的进展,和过往的成功率,诉讼原告要求赔付的金额, 人人半年内股价会翻2-3倍, 你不信吗?
哇哈哈果奶
2020-04-15
景林持仓
$唯品会(VIPS)$
美股是一个市场非常有效的市场,估值贵的公司会越来越贵,低估的公司可能更低估,华尔街机构每年花巨额资金放在投资研究上,这是普通投资者不可能具有的优势。同时美股市场是一个充分保护中小投资者的市场,不仅仅是体现在对财务造假的零容忍,也体现在美股良好的信息披露制度。 美国证监会SEC规定:凡是管理资产超过1亿美金的美国机构(包括基金,信托,保险)每个季度后的 45天内必须提交多头仓位,这就是著名的13F文件。 提交频率:一年四次,每次公布的仓位比实际晚45天左右。 如果你是价值投资者,你一定要关注巴菲特的伯克希尔BERKSHIRE HATHAWAY,伯克希尔资产的持仓时间都是非常长的,专注于金融股,消费股投资,普遍持股10年以上,建仓晚45天基本不影响投资收益。 如果你是爱国人士做多中国,你一定要关注全亚洲最大的基金高瓴资本Hillhouse Capital Group, 高瓴资本主要投资中国的互联网,消费品,全球生物医药,高端制造这四个行业,这几个行业天然具备高护城河,高ROE,高ROIC的特点,高瓴资本选择长期与优秀的公司一起成长,长期跑赢标普500,沪深300。 如果你是宏观投资者,你一定要关注全球最大的对冲基金桥水基金 (BrigeWater),资产规模 2300亿美金,桥水基金的策略是通过全天候 Risk Parity(风险平价)策略获利,不过13F只有多头仓位,无空头仓位,这个谨慎参考。 如果你是全球科技股互联网投资者,你一定要关注coatue 对冲基金,coatue 对冲基金管理200亿美金资产,夏普比率大于4,普通基金的夏普比率一般1点多,不是高频交易却能把夏普做到4,高到像造假的一样。净值曲线根本就是一条“一初斜阳穿海棠”的大直线
景林持仓
哇哈哈果奶
2020-04-10
$Vipshop(VIPS)$
唯品会应该还能翻一倍,不信立帖为证
哇哈哈果奶
2020-04-17
2020.04.17 复盘笔记 by 哇哈哈果奶
2020-04-17 成本 现价 浮动收益 唯品会(VIPS) 0.0000 19.20 -- 唯品会至少还能翻一倍
$唯品会(VIPS)$
2020.04.17 复盘笔记 by 哇哈哈果奶
哇哈哈果奶
2020-10-01
$Rekor Systems Inc(REKR)$
怎么会这样
哇哈哈果奶
2020-05-26
$人人网(RENN)$
我说的你们还不信吗?
哇哈哈果奶
2020-05-14
$Ritamix Global Ltd(01936)$
可以的
哇哈哈果奶
2019-12-20
$Tiger Brokers(TIGR)$
呵呵呵
哇哈哈果奶
2020-04-16
Not bad,worth reading
抱歉,原内容已删除
去老虎APP查看更多动态
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