ValueNvest

Accompanying the boss for a walk🚶

The market never pities companies with poor performance. In the capital market, all operations rely on valuations that reflect the power dynamics of various stakeholders, not on the company's future prospects.

I still don't know why the Hong Kong stock market is rising📈

or why it's falling📉😂

Follow your gut feeling!

Speaking of every big drop

It's always tough when adding long call positions

Every time there's a big rally and I sell, I always feel like I didn't add enough

This position sizing is very important

It's probably the kind of position that lets you sleep well at night

A position where you don't care even if it's all gone 🤔

The two most valuable words in the world are:

Diligence and Perseverance!

I'm only focusing on $Tesla(TSLA.US) now

the expansion speed of Robotaxi's market map

and the number of Cybercabs deployed

waiting for Robotaxi's ChatGPT moment to arrive

it's just a matter of time

just be friends with time🤔

Been a bit busy this week

Haven't been training as much

Need to make it up these days

Life lies in movement💪

$Tesla(TSLA.US) delivered a total of 480,126 vehicles in the second quarter

exceeding market expectations of 402,776

Total production in the second quarter was 451,758 vehicles

Why is it falling?

If it's going to fall, let it fall hard, give me a chance to go long with some calls😂

Reading isn't for the purpose of using it

but for not knowing when you'll need it🤔

In the stock market, you need to go against human nature

It's easy to say

But it's not easy to align knowledge with action🤔

Not bad on the first day of July.

Congratulations to all the bros who positioned themselves at the end of June!

I currently have some tech stocks in hand.

Also have long calls on $Apple(AAPL.US), $Microsoft(MSFT.US), and $Alphabet - C(GOOG.US).

These old-school stocks are going for the second wave of long calls this year 😂

There are still some long calls on $Berkshire Hathaway B(BRK.B.US).

$Amazon(AMZN.US) long calls, not much left.

Not investment advice!

Thought about it in July

Whoever's stock price has risen a lot, gradually sell their long calls

Aiming for cash flow💰

Today is the end of June

The last day

Institutions that needed to adjust their positions have all done so

Looking forward to July's performance 😂

A lot of folks are asking why I started buying $Amazon(AMZN.US) long calls so early?

I just bought them not long ago.

It almost rallied back to the intrinsic value of the 250 call in a single day, shouldn't we sell some to lower the cost basis?🤔

Don't be too greedy!

Breakfast time

My leader said

What is meant to be will be

That's good enough

Let it be, go with the flow🤔

Tonight, I opened some long calls on $Berkshire Hathaway B(BRK.B.US) and $Amazon(AMZN.US).

The next strategy is

to close the long calls in batches

and collect cash💰 mode

Not investment advice!

I never look at technicals when I pull the trigger.

I've said the timing for buying long calls many times.

It's when the market crashes, and you think the market has misjudged it but you're still bullish.

This kind of thing is just a feeling, there's no time to think.

You have to be decisive when you act.

Last night, a buddy told me to change my name to 'value speculation'.

What you call it isn't important; don't get hung up on a label.🤔

A new day

Taking the kids to school

I've been practicing cutting potato strips for many years. 😂

Didn't expect $Alphabet - C(GOOG.US) to be a drag 😂

Young master has an exam tomorrow

Need to sleep earlier

The layout for the end of June is set like this for now

Have a pleasant weekend!

The core is still the supply-demand relationship

Storage shortage -> Price increase

-> Increased cost of electronic consumption -> $Apple Inc.(AAPL.US) fires the first shot by raising prices

After the price increase -> Sales volume decreases -> Demand reduction rebalances

There's no eternal rise, nor eternal fall🤔

When others panic, I...

Another new day

Good morning!