article: Sweeping Monk Sima Yi
Hello everyone, today’s article is the 221st original article written by Sweeping Monk Sima Yi . If you want to interact with me, leave a message at the end of the article.
01
Li Chi: This is a snail market
The picture shows Li Chi in the live broadcast room
Last year, Mr. Li Chi was mentioned in many articles by Sima Yi, the sweeping monk. He is the enlightenment guide on my investment journey. Although the stocks we hold are not the same, there are some similarities in the styles of value investing and value speculation .
Li Chi has recently become active on the social platform again, sharing his views on the current market. I think the current market is a snail market, not for couples, but for lung slices.
Li Chi is firmly optimistic about new energy, especially the battery leader CATL . At the same time, he also participated in the private placement of Xiaokang shares at about 46 yuan. From , China Ping An , which had been held for ten years with a price-to-earnings ratio of less than 10 times, it switched to CATL, which had a price-to-earnings ratio of more than 200 times. As well as Xiaokang shares, which are still losing money. Mr. Li Chi's nickname in the industry has also changed from "Li Pingan" to "Li Battery".
jumped from underestimation to overestimation, from a price-earnings ratio of seven to eight times to a price-earnings ratio of more than 200 times. From sleeping with financial stocks, which did not rise for many years, to making big money with new energy stocks. This kind of extreme leap is really beyond the reach of ordinary people. A lot of former Ping An fans sneered at him and ridiculed him, but they didn't change Mr. Li Chi's drinking and eating meat.
02
No longer predict the index
Mr. Li Chi is a person who likes to predict very much. He once put forward the ten thousand point bull market theory and also put forward the classic "Goodbye, MMM". It's a pity that the market slaps you in the face again and again.
Li Chi believes that investing is a process of being repeatedly slapped in the face. Those who care about face and are not brave enough should not invest. It turns out that I said in my book that value investing is a jeep mountain trip. This time, I have experienced the winding and bumpy mountains! Of course, I also remind you not to comment casually, otherwise, you are just waiting to be slapped in the face.
Sweeping monk Sima Yi also believes that one of the important secrets of investment is "shameless, big butt". You have to be thick-skinned and not afraid of being hurt. In addition, your butt must be big enough so that you can sit on it in order to make a lot of money.
Regarding his views on the current index, Mr. Li Chi replied that since the release of the new index compilation rules, he will no longer predict the stock market index. It is recommended to read the story of "The Monk Carrying the Girl on His Back".
A long time ago, a eminent monk took a young monk to travel around. The two of them ate and slept in the open, and came to a big river.
The water in the river was very fast. The young monk tried it, and the depth was as deep as his chest. The master and the disciples were ready to cross the river. Suddenly, the old monk found a girl not far away, about seventeen or eighteen years old, with a long [ =zhang3] was very beautiful, but her face was full of sadness. She was walking back and forth by the river. When the old monk saw her, he asked curiously: "Does the girl also want to go to the river?" The girl nodded.
The old monk said: "If the girl doesn't dislike it, I can carry you across the river!" The girl was also very happy and quickly thanked her. So the old monk carried the little girl across the river. The young monk saw it and was full of doubts, but he didn't say anything.
The old monk carried the little girl across the river. After putting her down, the master and the apprentice continued on their way. They walked a long way, but the little monk kept thinking about this problem. The image of the old monk carrying the girl was in the little monk's mind. He couldn't get rid of it, and he couldn't bear it anymore, so he expressed his doubts to the old monk.
After hearing this, the old monk laughed loudly and said to the young monk: "I have already let go of the female donor, but you have worked hard to carry her all the way!" After hearing this, the young monk was thoughtful.
The same is true in our lives. Don’t be too entangled in the past, put down your baggage and move forward lightly, so that you can achieve better results.What defeats you is not others, but the heavy burden of thought in your heart. If you let go like the old monk, will your life be easier?
Li Chi uses the story of "The Monk Carrying the Young Girl" to tell us: We must let go of what needs to be let go, and don't stick to the past. In fact, the index point is not important. What is important is that the stocks in your hands are in the industry you have chosen. You are constantly longing the bull market and making money. Regarding the past "Goodbye, MMM" and the 10,000-point bull market theory, you must You can afford to put it down, but you must look forward when investing.
03
Li Chi: New energy opens a new era. generation.
The war continues for five months, and new energy vehicles cost millions: the end of one era (real estate) is the beginning of another era (new energy). Since the second half of last year, I have been fortunate enough to witness and participate in this huge change of the times, and I am firmly optimistic about China's leading position in the future in this century-old change. If coal created Britain's historical glory, and oil ignited the contemporary greatness of the United States, then new energy will witness the continued rise of China in the future!
This paragraph is Mr. Li Chi’s passionate speech. Today's market does give Li Chi a lot of face. New energy has continued to make rapid progress this year based on its outstanding performance last year. Many high-quality new energy companies have set new highs. Li Chi said: New energy will definitely rise to the point where many people who have not bought it will doubt their lives.
04
Li Chi’s live broadcast on June 29, 2022
Regarding the new energy market, Li Chi is optimistic about the "Double Five": the medium-term optimism will rise from May 2022 to October 2022; the long-term optimism will rise from 2021 to 2025.
Regarding Ping An, Li Chi said that he had insisted on not rising for seven and a half years. It had risen continuously for four or five years since 2017. It is normal for him to take a break for several years in a row.
Regarding new energy vehicles, I am optimistic about and Huawei , which are not yet on the market. New energy vehicles have transitioned from lithium batteries in the first half to chemical batteries in the middle, and will enter the era of smart cars and autonomous driving in the second half. The car market is bigger than mobile phones. Huawei will get the biggest piece of cake in this feast. All cars that cooperate with Huawei will use the Hongmeng system. Relevant cooperative companies include Xiaokang Co., Ltd., Changan Automobile and Jianghuai Automobile. At present, the penetration rate of and of new energy vehicles is 20%. The penetration rate is not considered to be running from 20% to 50%. We are optimistic that China will become a great automobile kingdom.
05
Let’s talk about Sima’s views
New energy and traditional Chinese medicine are the two major industries that Sima Yi, the sweeping monk, has always been optimistic about. I agree with most of Li Chi's views. I have said in many articles more than once that new energy has reached a climax and is far from over. The past few years have been the most effective moment for new energy. But as time goes by, I am more optimistic about the steady progress of traditional Chinese medicine. Li Chi holds his new energy, and Sima deeply loves my traditional Chinese medicine. It will not affect the result in the end, I believe everyone will reach the other side of success.
can endure loneliness and maintain prosperity. The road of investment needs to be felt with your feet, and the road of investment needs to be measured with your heart. It requires the perseverance of "Sima Yi" and even more the Zen mind of "Sweeping Monk". This article is only for my investment records and thoughts. Investment is risky, so you need to be cautious when entering the market.
$ BYD (SZ002594)$ $ Xiaokang Co., Ltd. (SH601127)$ $ CATL (SZ300750)$
