非理性繁荣症患者

$XL2CSOPSMSN(07747.HK)

Mark Sellers once said that the "moat" that constitutes a great investor includes seven traits (7 traits great investors share):

1. The ability to buy stocks while others are panicking and sell stocks while others are euphoric.

The ability to decisively buy stocks when others are panicking and sell them when others are blindly optimistic.

2. Being obsessive about playing the game and wanting to win.

Being extremely obsessed with the game of investing and having a strong desire to win.

3. A willingness to learn from past mistakes.

A strong willingness to learn from past mistakes.

4. An inherent sense of risk based on common sense.

An innate sense of risk based on common sense.

5. Confidence in their own convictions and stick with them, even when facing criticism.

Absolute confidence in one's own ideas, even when facing criticism.

6. Important to have both sides of your brain working, not just the left side.

Being good with both the left and right brain.

7. The ability to live through volatility without changing your investment thought process.

The ability to not change one's investment thought process at all, even through major ups and downs (the most important and rarest trait).

$Sandisk(SNDK.US) give a chance at 630

$Invesco QQQ Trust(QQQ.US) Plan to add 500 shares of Nasdaq 100 on February 24, 2026

$AMD(AMD.US) ridiculous

Don't fall in love with stocks

Reduce positions when needed

No greed

$Mastercard(MA.US) open a position below 510

$Micron Tech(MU.US) A dip is a good time to get on board

$Berkshire Hathaway B(BRK.B.US)"Compared to the volatility of the stock market, annual trading commissions and management costs of 2%~3% may appear insignificant. For investors who can achieve annual returns of 20%~30%, these fees only account for a small portion. However, these costs significantly harm long-term wealth accumulation. If a $1,000 investment grows at an annual compound rate of 11% (the nominal return of stocks post-World War II), it would grow to $23,000 in 30 years. A 1% annual fee would reduce the accumulated wealth by nearly 3%. If the annual fee is 3%, the $1,000 investment would only grow to $10,000, less than half of the original accumulated wealth. For a 25-year-old investor, every 1% increase in annual trading costs would force them to delay retirement by two years."

Excerpt from

The Future for Investors: Why the Tried and the True Triumph Over the Bold and the New (5th Edition) (Hua Zhang Classics · Financial Investment)

by Jeremy J. Siegel

This material is protected by copyright.

$PDD(PDD.US)"Lower-than-expected inflation reports will reduce interest rates, causing bond and stock prices to rise; higher-than-expected inflation will increase interest rates, lowering stock and bond prices."

Excerpt from

Stocks for the Long Run (5th Edition) (Huazhang Classics · Financial Investment)

by (US) Jeremy J. Siegel

This material is protected by copyright.

$Apple(AAPL.US) Keep waiting, the valuation is still too high.

$PDD(PDD.US)LOL, such a great company with rapid growth, yet only 8 times P/E ratio.

$PDD(PDD.US) didn't understand geopolitical risks before, but now they do.

$SPDR S&P 500(SPY.US)I have been dollar-cost averaging for 10 years

$Bilibili(BILI.US)Is this the YouTube of China?

$JD.com(JD.US)I think JD.com entered the food delivery market because it wants to expand its JD Supermarket business. If there is a JD Food Delivery brand, it can leverage the influence of JD Express and people's perception of its basic characteristic: fast delivery. It could be named: JD Express Delivery.

$CNOOC(00883.HK)I don't understand, but if oil falls below 50, it would be a good buying opportunity.