January 14, 2023 was Saturday. Yuan Sheng was reviewing stocks at home when the doorbell rang.
When he opened the door, he saw Zhang Sheng again, carrying two bottles of Maotai liquor and a large bag... "This is Ma Qiji's product. It tastes pretty good. Bring it to me." You guys try it." Zhang Sheng said with a smile.
"Come in quickly, and you can bring back a few packs of Qianliufu bacon in the afternoon... As you come, you must go, and we drank wine together at noon.
"Okay, as ordered!" Zhang Sheng smiled, his face full of impropriety.
They came to the study and talked about stocks...
Zhang Sheng asked in confusion: Most people lose money when investing in stocks. Why do 210 million people have securities accounts so far?
Yuan Sheng smiled and said: This is the cumulative number of accounts that have been held since the introduction of A-shares in 1990. Now, it would be good to have 40 million people actively trading in the stock market. Many people get scammed and don't open their accounts for several years.
"Yes, I know an acquaintance who hasn't bought or sold stocks in five years..." Zhang Sheng said.
Yuan Sheng said: The magical thing about the stock market is that no matter at any time, no matter how sluggish the market is, there are always bull stocks that rise against the trend and provide opportunities for smart people, so it is attractive and sustainable.
If you look at the stock of Shenhua Holdings, it opened at 2 yuan and closed at 8.03 yuan on July 14, 1994. The most amazing thing about it is that if you use the review price, you will find that the opening price on July 14 was negative 166.8 yuan. , and rose to 43,491.45 yuan (restoration price) on June 15, 2015.
Negative 166.8 yuan to 43491 yuan. Because there are negative numbers, it is inconvenient to calculate. If we open at 1 yuan, the increase is 43,000 times; assuming it opens at 0.1 yuan, the increase is 430,000 times; assuming it opens at 0.01 yuan, the increase It’s 4.3 million times... So, you bought Shenhua Holdings at the opening of the market on July 14, 2015, and sold it at the highest point on June 15, 2015, making a profit of 4.3 million More than times.
Look at how many businesses in the world can grow 4.3 million times in just 21 years? It should be very few.
Let’s take a look at the real estate investment that is most respected by Chinese people. Is there any that has increased by 4.3 million times in 21 years? Probably not. Therefore, the growth rate of real bull stocks can completely kill the increase in housing prices. In the years to come, Yuansheng will review the big bull stocks in history one by one. Everyone knows that Moutai stock has increased by more than 500 times, and there are also Aizhi shares, which have increased more than 10,000 times (already delisted)..........
Zhang Sheng: "In the stock market, most people like to chase hot stocks that have emerged and everyone knows about them. Is this the right way?"
Before answering your question, let's take a look at a true story (the name will be changed to avoid trouble), Yuan Sheng said -------
"Bea builds its own car? Are you crazy! If you do this, we will polish Bea's stock!"
In 2002, when institutional investors learned that Wang Niuren wanted to build a car, they all angrily called his phone.
But Wang Niuren has made up his mind. He has become the world's battery king and is about to embark on a new and promising journey.
Twenty years later, those investors who had opposed Wang Niuren regretted it. Under the leadership of Wang Niuren, Biya achieved operating income of 216.142 billion yuan and net profit of 3.045 billion yuan in 2021.
Its new energy vehicle sales in 2022 will reach 1.8635 million units, surpassing Tesla's 1.31 million units and becoming the new global number one in new energy vehicle sales.
The outstanding performance pushed Biya's market value to exceed one trillion for a time, making it one of the few A-share stocks with a market value of one trillion. Wang Niuren is also ranked 14th on the "2022 Hurun China Rich List" with a net worth of 145 billion yuan.
Charlie Munger once recommended Wang Nioren to stock market king Buffett: "He is a mixture of Edison and Welch. He is both an outstanding inventor and an excellent entrepreneur."
Wang Niuren himself has a technical background, and he has always respected technology as king and innovation as the basis at BYD. Therefore, the engineer culture has prevailed at BYD and continues to this day...
Wang Chuanfu has a very strategic vision and began to invest in the research and development of new energy vehicles at the beginning of building cars. But he was not stubborn. Relying on the blood transfusion of his business of manufacturing fuel vehicles, batteries and mobile phones, he finally got to the moment when new energy vehicles broke out. His ability to grasp timing is super good!
Some people say that if you want to achieve a great career, you must do things that take 5, 10 or even 20 years to accomplish.
Wang Chuanfu and BYD are nothing more than this, so they both succeeded!
Yuan Sheng went further and said: No matter what industry you are in, you must have a long-term vision in order to make a lot of money. For example, in any year from 1980 to 1998, if you buy a house in the core areas of Beijing, Shanghai, and Shenzhen and wait until 2017 to 2019 to sell it, you will be a big winner. On the contrary, when people across the country know that real estate is the most profitable type, if you invest in real estate in 2019-2020, most investors will be fooled...
"Yes, after realizing it later, the opportunity was lost..." Zhang Sheng agreed.
"In the stock market, the ability to discover opportunities in advance is more important, and the speed of realization is faster. Let us take stock of the bull stocks in recent months... Buy at the opening of 69.05 yuan on July 29, 2022 The 1 million BGI Jiutian was sold at the closing price of 138 yuan on August 8, 2022. The 1 million yuan has become 1.9985 million yuan, almost doubling.”
Yuansheng continued: "I bought Yongxin Zhicheng for 1.9985 million yuan at the opening of 53.81 yuan on October 19, 2022, and sold it until the closing price of 80.27 yuan on November 21, 2022. The capital has become a little more than 4.4 million yuan."
"Then I will buy part of CommScope Chemicals at the opening price of 17.13 yuan on December 21, 2022. Because it is difficult to buy all the stocks of the Beijing Stock Exchange at the opening of the market with 4.4 million yuan, I will rush the stock price by myself, so I can only do it step by step. Buy, buy at low prices, and wait until it returns to 16.24 yuan to fill the position, so that its cost is about 16.6 yuan. After seeing 23.29 yuan on December 28, 2012, clear the position, and it will be at least above 22 yuan (closing price) The deal was completed. At this time, the capital had become about 6 million yuan."
Yuansheng went on to say: Use this 6 million yuan again to fully open Baili Tianheng on January 6, 2023 (or full position within 1 minute of the opening). The approximate transaction price is 29 yuan, and the position will be maintained until the closing of January 13, 2013. Before clearance, the transaction price was about 48.5 yuan. In this way, the investment of 6 million yuan has become 10 million yuan.
Look, in just over 5 months (July 29, 2022 to January 13, 2023), by speculating on 4 stocks, 1 million yuan has been earned 10 times, turning into 10 million yuan. Of course, this is theory. In practice, a 50% discount is 5 million yuan, and a 20% discount (this is not difficult) is 2 million yuan, which is already doubled.
Doubling it in more than five months, and then using another six months to replicate the hype, and doubling it again, 2 million yuan will become 4 million yuan, which means that after one year, you have turned 1 million yuan into 4 million yuan. Ten thousand yuan, earning 4 times a year, can already kill 99.9999% of investors.
Zhang Sheng lamented: The stock market is such a magical place... full of hope, giving endless opportunities to those who know how to do it, but at the same time, it is also a place where ignorant people fail repeatedly...
"Yes, many people in real life send red envelopes or gifts to the person in charge or supervisor in order to do something... In this regard, he is very knowledgeable... ........In the stock market, he is very stingy. He always wants to learn from great people for free, and communicates in the name of good people...In fact, real great people are more willing to understand on their own, or read it over and over again. Information, this will bring more benefits...There is a reason why many people have been trading in stocks for many years, but have been unable to find a way to continuously make money that suits them."
"If he doesn't change his method, he will still achieve nothing in another N years, because the most profitable quantitative institutions now, the outstanding big Vs, all work as a team. Quantitative institutions only recruit graduates from prestigious universities (it means that they can be admitted to prestigious universities). They are smart people, and it is easy for smart people to do anything), and to become the best among big Vs, they stand out from countless stock traders, and they must have two brushes. This kind of talented people are also now It’s a team fight (in the Internet era, they are now recruiting talented people all over the country, working in separate offices, discussing stocks, and writing articles)... You are an ordinary person, but you are fighting alone. Why can you win by yourself? How many or dozens of smart heads do you have?" Yuan Sheng said with deep understanding.
Zhang Sheng said: In any industry, there is always a reason for success, and there is always a reason for failure...
(To be continued)
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