In the morning, while browsing the news, I saw that Buffett has completely sold off all his BYD shares.
After Munger’s passing, it seems Buffett is on track to liquidate all his stocks.
The stock god is indeed a stock god, but he has also missed many opportunities.
Regarding BYD, Munger once said that the main reason for investing in BYD was his confidence in Wang Chuanfu.
He held it for a total of 17 years with a return of 3890%.
BYD is Munger’s masterpiece, not Buffett’s.
I also bought BYD in 2017, mainly because I saw that Buffett was a shareholder, but I couldn’t hold on to it. Even if I guessed the process correctly, it doesn’t mean I could hold on.
Investment really requires patience, which I have always lacked. I need to practice.
The market
The market is in the red, and the trading volume has shrunk significantly. Is it not planning to break through 3900 by 2025?
Today, the two markets saw more declines than gains, but I am in the green. I have a diverse range of investments.
A-shares: CSI 300 + AI
U.S. stocks: NASDAQ
Gold hedging
With these three strategies, I won’t make money in a bull market, and I won’t lose much when it drops. I don’t recommend this to everyone; each person is a master of asset management. I am no longer an impulsive rookie. I want to maintain positive returns.
The stock market is not about who makes the most money in the short term, but about who lasts the longest.
Hong Kong IPOs
Different groups saw a 37% increase in the dark market and a 59% increase at the opening.
Just watching the excitement, but the winning rate is too low. Congratulations to those who made a profit.
A bunch of new stocks are waiting for subscription.
Huasheng is really considerate, lending you money for IPOs.
Because I want to finance Hong Kong IPOs, I have been tracking the dark market and the first day of opening for Hong Kong stocks over the past few months. The win rate is still relatively high. Under the new regulations, the difficulty has increased, and the probability of breaking the issue has decreased.
So, I want to try high-probability events.
Slam Dunk
Most of the cartoons I watched in my childhood were Japanese animations, such as Doraemon, Saint Seiya, and various passionate animations. “Baseball Heroes” taught me the rules of baseball, and “Captain Tsubasa” and “Slam Dunk” were also favorites.
Back then, my favorite was not necessarily “Slam Dunk”; I was a Dragon Ball fan. I didn’t watch the anime but read the manga. I had a set of second-hand comics
and remember it cost 7 yuan for the whole set.
However, “Slam Dunk” was an unfinished anime in my childhood.
One exciting national competition, and then there was no more.
By chance, during a trip to Harbin, I saw the national competition arc.
I remember running to the bookstore every day just to see the ending.
Because countless people told me countless versions of the ending when I was young, it turned out they were all just making it up.
The national competition movie released in 2022 felt a bit off. Without Douyin commentary based on the manga, it couldn’t excite me.
Now, I really don’t dare to be interested in anything. After starting work, I began watching “One Piece” and “Naruto.” It has been a long, lazy, and stinky journey. “Naruto” is okay; it has been resolved and opened up new stories, but “One Piece” has become tiresome from anime to manga.
I have been to Japan a few times, and the enthusiasm for “One Piece” is not that high. You can’t see too many “One Piece” posters in bookstores. The Japanese are updating their new series. We just seem to be nostalgic for these long and tedious stories.
However, in recent years, domestic comics have also been very interesting.
For example, “Under One Person” has a very interesting story.
