#安全边际—茅苹投资# If you understood a business perfectly and the future of the business, you would need very little in the way of a margin of safety. So, the more vulnerable the business is, assuming you still want to invest in it, the larger margin of safety you'd need. If you're driving a truck across a bridge that says it holds 10,000 pounds and you've got a 9,800 pound vehicle, if the bridge is 6 inches above the crevice it covers, you may feel okay, but if it's over the Grand Canyon, you may feel you want a little larger margin of safety...
1997 Berkshire Hathaway Annual Meeting, quoted in Andrew Kilpatrick, Of Permanent Value: The Story of Warren Buffett (Vol. 2), p. 1615
1997 Berkshire Hathaway Annual Meeting, quoted in Andrew Kilpatrick, Of Permanent Value: The Story of Warren Buffett (Vol. 2), p. 1615
#Everyday counts# - 1st book in 2024
Letters to a Young Poet(Rainer Maria Rilke)
ten letters to a young poet about life. Rainer articulates solitude, love and death in a common sense manner, telling him to keep faith with life, as life is always right. "May the year to come maintain and strengthen you in it". I like this last sentence.[太开心][太开心]
Letters to a Young Poet(Rainer Maria Rilke)
ten letters to a young poet about life. Rainer articulates solitude, love and death in a common sense manner, telling him to keep faith with life, as life is always right. "May the year to come maintain and strengthen you in it". I like this last sentence.[太开心][太开心]
日子照过,今天活跃股点评:
清源股份:光伏板块人气龙,因为光伏板块基本面见底,产品价格见底,板块共振联动,资金反复点火,所以人气龙清源股份几次被砸之后都能反包涨停,从板块逻辑上讲,它甚至超过长白山,有可能比长白山走的更远。
光伏板块,今天TCL中环涨停,普罗斯金连板,中旗新材涨停,晨光新材3连板,联动不错。
长白山:后排文旅概念股票已经全面退潮,昨天尾盘涨停是被当成与指数反向对冲的抱团龙头,个股走势已经脱离板块联动,要小心一旦指数止跌反弹,长白山随时会抱团瓦解。
深中华:独立龙,个人认为也是因为指数连续大跌,和st左江、长白山一样,被当成了风险对冲的龙头股,下午炸板爆出天量,没有板块联动,如果指数超跌反弹,高位股很容易被埋。
龙头股份:今天外销概念依然是多股联动的,东升股份、华瓷股份、华生科技2连板,龙头股份高位反复震荡,人气和地位肯定没问题的,就是技术上碰到前期高点附近,阻力较大,看今天还能不能连板,不能连板应该也有走趋势的预期,跟清源股份一样,如果板块继续联动维持强度,人气龙通常都不会见顶走A。
新力金融:早上能涨停是被当成了救市反弹题材,但是其他金融股联动,比如今天券商也有一些被强势拉升的,明天还能不能涨停取决于国家队救市的力度。
$清源股份 sh603628$ $龙头股份 sh600630$ $长白山 sh603099$
清源股份:光伏板块人气龙,因为光伏板块基本面见底,产品价格见底,板块共振联动,资金反复点火,所以人气龙清源股份几次被砸之后都能反包涨停,从板块逻辑上讲,它甚至超过长白山,有可能比长白山走的更远。
光伏板块,今天TCL中环涨停,普罗斯金连板,中旗新材涨停,晨光新材3连板,联动不错。
长白山:后排文旅概念股票已经全面退潮,昨天尾盘涨停是被当成与指数反向对冲的抱团龙头,个股走势已经脱离板块联动,要小心一旦指数止跌反弹,长白山随时会抱团瓦解。
深中华:独立龙,个人认为也是因为指数连续大跌,和st左江、长白山一样,被当成了风险对冲的龙头股,下午炸板爆出天量,没有板块联动,如果指数超跌反弹,高位股很容易被埋。
龙头股份:今天外销概念依然是多股联动的,东升股份、华瓷股份、华生科技2连板,龙头股份高位反复震荡,人气和地位肯定没问题的,就是技术上碰到前期高点附近,阻力较大,看今天还能不能连板,不能连板应该也有走趋势的预期,跟清源股份一样,如果板块继续联动维持强度,人气龙通常都不会见顶走A。
新力金融:早上能涨停是被当成了救市反弹题材,但是其他金融股联动,比如今天券商也有一些被强势拉升的,明天还能不能涨停取决于国家队救市的力度。
$清源股份 sh603628$ $龙头股份 sh600630$ $长白山 sh603099$
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