Here I will take you to find Davis’ double-click excess returns, deeply interpret investment opportunities, and share value feast.
Value investment, happy life, good afternoon everyone, I am Lao Wu.
I guess everyone is a little depressed today. Global stock markets continue to rise, but only Big A opens high and closes low. In fact, this is also the habit of Big A, and it’s good to get used to it!
If Lao Wu showed you a set of data, you would probably be even more depressed:
In the past decade, Shanghai Composite Index has basically been standing still. On the contrary, the Dow Jones Industrial Average and Nasdaq of the US stock market have both risen by 2 times and 3 times respectively.
But it is precisely because of this gap that A-shares have a medium- and long-term improvement. Under the background of steady economic development, the overall trend of Big A will inevitably fluctuate upward.
Of course, in the short term, Lao Wu still insists on his previous judgment: the overall fluctuation of will not be too large, and there is little possibility of a big rise or a big fall.
From the perspective of valuation, the overall situation is still undervalued, which limits the room for further decline of the index.
From the index point point, the Shanghai Composite Index faces pressure from the previous high point in the short term between 3042 and 3052 points. Unless there are major positives, it is difficult to break through in the short term.
. Lao Wu reminded everyone to pay attention to the gap in the Shanghai Composite Index on Monday. This gap has been filled this afternoon.
So, even if the short-term trend is difficult to predict, as long as you don’t be too radical and base your value on your part, you won’t be too big. has a psychological gap in .
Instead of being depressed, it is better to summarize and discover the rules through the performance of the market every day, and learn to slowly adapt to the market. This is the way to do it.
● Why does Lao Wu repeatedly emphasize the need to be based on value?
shows you another set of data, and you will probably understand:
This is stocks , which has left the independent bull market in the context of the index for decades. Although is just a few particularly excellent cases, there are many similar stocks, some have already come out, and some are waiting for us to explore. This is also the significance of our continued adherence to the A-share market.
In addition, Lao Wu emphasized that we should base ourselves on value and take performance as the core, which is also related to the current market environment.
From the stocks that hit the limit of today, they are basically strong stocks that were active in the early stage:
Mesid , Dayilong , Shunna shares, etc., which hit the limit yesterday and hit the limit today;
Shuobeide After the continuous rise in the early stage, due to the major shareholder's reduction of holdings, it has hit the limit for two consecutive days;
and Guangzheng Group directly exploded the board, from the limit to the limit;
This is the risk in the current market. Although Lao Wu believes that the room for index fluctuations will not be too large, many individual stocks in have much greater risks.
If you are too radical and blindly chase high prices, the probability of chasing the day's noodles will exist, and the probability of eating noodles the next day will be higher.
So, Lao Wu wants to tremble again here: Don’t chase high, chase high and eat noodles! chasing high noodles! Chase high and eat noodles! Important things must be said three times!
When seizing opportunities, especially in the current intensive period of third-quarter reports disclosure, we must focus on performance, be careful of performance mines, and find sectors with excellent performance; even if we hold positions in our hands, we must find opportunities to retreat!
Lao Wu attended an internal seminar on top 10 of private equity in Shanghai today. These well-known private equity institutions in basically judge the future direction based on performance. . After Lao Wu comes back, he will share with you one after another.
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