
Top 10 Influencers in 20251. Wanting to make money is not a bad thing. Those who can best manage supply chain reports, quality control, and maintain profitability are good operators, such as Tim Cook.
2. Li Xiang is a good product manager and very accurate in grasping the real needs of users. The last person who gave me this feeling was Lei Jun during the MIUI era. But whether he is a good entrepreneur, I'm not sure and dare not make a judgment like the blogger.
Why I sold Li Auto - An investor's perspective on Li Auto
After the earnings report was released at the end of February, I intermittently sold one-third of my Li Auto position. The overall Li Auto position has decreased from over 80% at the end of June last year to the latest 35%, with the number of shares exactly halved. From July last year to now, the average selling price of Li Auto was just over $40. It seemed wise to avoid the recent sharp drop, but at the time, I had no idea that there would be a big decline later. I still had great confidence in Mega's monthly sales exceeding 5,000 units and was even optimistic that the stock price would break through to a new high of $50. The reason for the significant reduction in position...
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