Stock Live Trading Account P217: I Love Liu Haocun

I haven't written a review for several days. First, I've been really busy lately, and second, I've been binge-watching dramas, completely mesmerized by Liu Haocun's looks. Now, calming down to think about it, everything in the world is interconnected.

A hot stock is like a female celebrity, with a very high premium. At its most exaggerated, it can even be hyped to 10 or even 100 times its premium. Once she ages and her looks fade (no new stories), or a prettier girl appears on the market (sector rotation), she becomes outdated (the stock price plummets). The once-popular stablecoins, Xiaomi, and Pop Mart are all like this.

Value stocks are equivalent to girls with a good foundation but who don't like to wear makeup, photoshop pictures, or rely on their looks to get by; they are the homebody type. Companies like Microsoft, Amazon, and NVIDIA in its later stages are like this. Their characteristic is that they are hard to kill. They plummet on bad news, plummet when liquidity dries up, plummet when interest rates rise, but after every crash, they rebound to new highs because those with insight know their value. In the most panicked times, someone always fishes them back up.

Meme stocks and small-cap stocks are like socialites who rely on makeup, photoshop, and carefully curated profiles to disguise themselves as beauties. Among them, there are real beauties, but more often, the goods don't match the display. Once they meet in person (earnings reports, financial fraud, institutions turning bearish), they easily die in the light (the stock price falls off a cliff, never returning to its highs). And because many bros lack the ability to discern, they easily mistake these socialites for the second type of girl and end up bagholding for life (like me in the stock market).

So my approach is: first, don't touch the female celebrities, because too many people are chasing them, the premium is too high, and it's easy to get stuck holding the bag (if I really must buy, buy when the female celebrity has gossip, when the market is divided; an outdated female celebrity is no longer a female celebrity). Second, don't touch the socialites; touching socialites is worse than chasing real beauties. I only choose to watch and wait, looking for the right time to find the girl suitable for a homebody life. For example, buying stocks like Microsoft, Amazon, and Meta at the right time. They will eventually reach new highs sooner or later. This is the real logic of stock trading. With this logic, how could I lose?

Losing money on stocks isn't because the stocks are no good; it's because I'm no good, can't withstand the volatility, can't ignore the noise. My own mind gets unsettled first. After these days of grinding, I have completely calmed down, reflected deeply, and become invincible through lack of desire.

The returns these past few days are also interesting. I lost 8000 in the first three days and made 8000 in the next three days, netting a gain of 3 yuan after the back-and-forth. This actually also metaphorically suggests that I will definitely return to previous highs in the future, it's just a matter of time. How could someone who has seen the light be a loser? I think I understand much better than the vast majority of people.

I like Fan Bingbing, Liu Yifei, Guan Xiaotong, and Liu Haocun, but I haven't spent a single cent on them, haven't even given them a single like, because I know it's impossible. I just silently admire them. This is the logic behind me not touching those hot stocks. When can I touch them? When I become a big-time retail investor (youzi). Will that day ever come?