玛丽苏咪

Next, it's time to switch styles. I've been holding consumer stocks for over a year and have been getting beaten up continuously. I sold Micron when it was over 200.

The logic behind buying Caterpillar at 25.1 was MAGA and the potential for war, which is sound. The reason I didn't hold on was because some life changes happened in April and May, and I sold almost all my positions except for Google. I didn't hold long enough to see the subsequent gains of over 2x. When life changes happen later, I won't make investment decisions. The best decision is to stick with the previous decision.

The first loss-making year in the U.S. stock market in 2025. A loss of about 2 points. The main losses came from several sales from the beginning of the year to April. Accumulated investments in Longbridge underperformed the S&P 500 by a cumulative 21.05 points. The losses at the beginning of the year would have turned into a gain of about 40% if held until now. Without patience, wealth cannot be preserved. The most difficult times require even more perseverance. Only with enduring assets can one have enduring determination. Treat 2-3 years as a cycle. By turning the money you hold into money you will never withdraw, you will gradually understand long-termism. Gains and losses are temporary; calculations should be made over a decade-long cycle...

Added some $Duolingo(DUOL.US) and $Netflix(NFLX.US) which is about to split. Who can resist Duolingo at its 52-week low? (Not investment advice)

Holding since Google AI's first roadshow flopped. Today it has become the most profitable one. Also missed Micron at 80 and Dazi at 90. Looking back: 1. Believe in the value of leading companies. Ordinary people don't have much time to study fundamentals, so just hold some top companies. 2. Long-termism. Stretched over 3-5 years, short-term fluctuations are actually negligible. The important thing is to be able to hold on. Have some money that doesn't need to be touched. 3. Wait patiently for the right moment. Opportunities will always come. Invest energy to observe patiently, then wait for the bottom-fishing opportunity to arrive.

Have your own rhythm, otherwise you can only be swept away by the waves. Buying low and selling high is the eternal truth. Pay attention to which voices are released by institutions and which are just noise. Be mindful of the sources of information and don't be affected by the noise.

华尔街血洗欧美中小银行。大家都参与了吗？反正我是没赶上～遗憾错过，搬砖去

虾皮在开始降本提效的时候，以及机构的逐渐买入，就应该想到他们有一波涨幅，结果没有提前埋伏，所以还是非常可惜的。但是从法拉第和虾皮这两个案例学到了，就是看清楚趋势之后，在这个利好出来的那一波，肯定会有一个大的涨幅。下次就知道了，就可以提前埋伏了好消息对公众公布的一刹那，就是机构收割的时候