---
type: "Topics"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/topics/39056926.md"
description: "From value investing + value speculationGradually returning to value investing😂"
datetime: "2026-03-04T13:11:12.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39056926.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39056926.md)
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author: "[价值&投资](https://longbridge.com/zh-HK/profiles/3090.md)"
---

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# From value investing + value speculationGradually …


## 評論 (27)

- **剑影独行侠 · 2026-03-04T22:52:18.000Z**: It's been a turbulent year. Don't go all-in and max out your leverage. Keep enough cash to handle volatility. Be willing to sell when it rises, and dare to buy the dip when it falls.
- **Alex  · 2026-03-04T17:52:59.000Z**: Only buy assets at a reasonable value.
- **roro1212 · 2026-03-04T15:49:19.000Z**: Bro is still too steady, decisively switched to BRKB
- **价值哥 n 号迷弟 · 2026-03-04T15:27:46.000Z**: Amazon is taking off, godfather. Too bad I took profits on 2 contracts yesterday, otherwise I'd be making a killing today.
- **zcsdsb · 2026-03-04T14:53:20.000Z**: Cut back on leverage a bit, it's too scary
- **学习投资， · 2026-03-04T14:33:55.000Z**: Steady
- **元仔 · 2026-03-04T14:25:44.000Z**: Subtract value speculation = remove options
- **R8 · 2026-03-04T14:22:40.000Z**: Haha, when have I ever speculated, bro?
- **格局打开_ · 2026-03-04T13:59:42.000Z · 👍 1**: First time playing US stocks, I bought leap calls, double long, triple long, etc. It was a solid lesson.
- **分清运气和认知 · 2026-03-04T13:46:40.000Z**: Haha, I don't dare to speculate at all recently 😂
- **洒家特地来赚刀乐 · 2026-03-04T13:35:06.000Z · 👍 1**: How to position the portfolio, are there any good investment targets?
  - **善猎者善等待** (2026-03-04T14:09:34.000Z): Friend, do you still need to follow others' stock picks? Your own understanding is already quite impressive. Also asking, are there any good investment targets?
  - **洒家特地来赚刀乐** (2026-03-07T03:28:55.000Z): Trading requires careful observation of the market and listening to various opinions to make informed decisions.
- **再也不做T了 · 2026-03-04T13:32:56.000Z · 👍 1**: Is it about to start rising now? 😂
- **dx3906 · 2026-03-04T13:30:51.000Z · 👍 3**: Value Brother is back to 1% again
- **三横一竖^_^ · 2026-03-04T13:22:38.000Z**: Not buying calls anymore, Value Bro?
- **交易员小八 · 2026-03-04T13:22:27.000Z · 👍 1**: Awesome bro, went back in just one day, top 1%😂
- **韭菜盒子123 · 2026-03-04T13:21:38.000Z · 👍 1**: Value Bro, should I reduce the Amazon long call?
- **耐心等待Gz · 2026-03-04T13:21:23.000Z**: It's fine, it's become normal. Just go at your own pace.
- **balance_shell · 2026-03-04T13:20:25.000Z**: Comprehensive deleveraging
- **洺燕堂413 · 2026-03-04T13:19:51.000Z · 👍 1**: Agree👍
- **approve · 2026-03-04T13:19:39.000Z · 👍 1**: Should we continue to reduce calls on Amazon and the like? The situation is unstable, yet the market started rising yesterday 🫣
  - **Renato** (2026-03-04T13:21:25.000Z): Same question, has Brother Value not shown up?
  - **价值&投资** (2026-03-04T13:28:01.000Z): No
  - **炒美股养家666** (2026-03-04T13:43:18.000Z): Bro will probably say something after selling