MindMap Gallery The nature of investment
This is a mind map about the nature of investment, the main content includes: The most important thing in investing in stocks is to avoid risks. First of all, you must adjust your mentality when trading stocks. High-quality stocks must be equipped with reasonable operating opportunities, concentrate investment, and ensure that high-quality stocks are Maximize returns. When trading stocks, it is best to make long-term investments and provide reasonable valuations for the company. Buying stocks is buying a company. Stock investment itself is a very difficult game.
Edited at 2025-01-30 21:46:10Rumi: 10 dimensions of spiritual awakening. When you stop looking for yourself, you will find the entire universe because what you are looking for is also looking for you. Anything you do persevere every day can open a door to the depths of your spirit. In silence, I slipped into the secret realm, and I enjoyed everything to observe the magic around me, and didn't make any noise. Why do you like to crawl when you are born with wings? The soul has its own ears and can hear things that the mind cannot understand. Seek inward for the answer to everything, everything in the universe is in you. Lovers do not end up meeting somewhere, and there is no parting in this world. A wound is where light enters your heart.
Chronic heart failure is not just a problem of the speed of heart rate! It is caused by the decrease in myocardial contraction and diastolic function, which leads to insufficient cardiac output, which in turn causes congestion in the pulmonary circulation and congestion in the systemic circulation. From causes, inducement to compensation mechanisms, the pathophysiological processes of heart failure are complex and diverse. By controlling edema, reducing the heart's front and afterload, improving cardiac comfort function, and preventing and treating basic causes, we can effectively respond to this challenge. Only by understanding the mechanisms and clinical manifestations of heart failure and mastering prevention and treatment strategies can we better protect heart health.
Ischemia-reperfusion injury is a phenomenon that cellular function and metabolic disorders and structural damage will worsen after organs or tissues restore blood supply. Its main mechanisms include increased free radical generation, calcium overload, and the role of microvascular and leukocytes. The heart and brain are common damaged organs, manifested as changes in myocardial metabolism and ultrastructural changes, decreased cardiac function, etc. Prevention and control measures include removing free radicals, reducing calcium overload, improving metabolism and controlling reperfusion conditions, such as low sodium, low temperature, low pressure, etc. Understanding these mechanisms can help develop effective treatment options and alleviate ischemic injury.
Rumi: 10 dimensions of spiritual awakening. When you stop looking for yourself, you will find the entire universe because what you are looking for is also looking for you. Anything you do persevere every day can open a door to the depths of your spirit. In silence, I slipped into the secret realm, and I enjoyed everything to observe the magic around me, and didn't make any noise. Why do you like to crawl when you are born with wings? The soul has its own ears and can hear things that the mind cannot understand. Seek inward for the answer to everything, everything in the universe is in you. Lovers do not end up meeting somewhere, and there is no parting in this world. A wound is where light enters your heart.
Chronic heart failure is not just a problem of the speed of heart rate! It is caused by the decrease in myocardial contraction and diastolic function, which leads to insufficient cardiac output, which in turn causes congestion in the pulmonary circulation and congestion in the systemic circulation. From causes, inducement to compensation mechanisms, the pathophysiological processes of heart failure are complex and diverse. By controlling edema, reducing the heart's front and afterload, improving cardiac comfort function, and preventing and treating basic causes, we can effectively respond to this challenge. Only by understanding the mechanisms and clinical manifestations of heart failure and mastering prevention and treatment strategies can we better protect heart health.
Ischemia-reperfusion injury is a phenomenon that cellular function and metabolic disorders and structural damage will worsen after organs or tissues restore blood supply. Its main mechanisms include increased free radical generation, calcium overload, and the role of microvascular and leukocytes. The heart and brain are common damaged organs, manifested as changes in myocardial metabolism and ultrastructural changes, decreased cardiac function, etc. Prevention and control measures include removing free radicals, reducing calcium overload, improving metabolism and controlling reperfusion conditions, such as low sodium, low temperature, low pressure, etc. Understanding these mechanisms can help develop effective treatment options and alleviate ischemic injury.
The nature of investment
Stock investment itself is a very difficult game
Stock trading is very professional
How to judge the value of a company
How to understand the factors of stock price fluctuations
How to make rational judgments
How to avoid being misled by so-called experts
How to avoid being disturbed by market information
Spending the same time and energy and focusing on one's main business will benefit higher than stock speculation
Don't think you are smarter than others
Resolutely not predict the market and stock price
Actually, it can't be predicted
Focus on the business itself, not the market
That is, pay attention to the company's business model
Try to stay away from the market
Be prepared in advance
There is an observation period, and you can only seize it when the opportunity comes
Speculation is different from investment
Do the right thing or not do the right thing
Reject short-sighted speculation and don't make money that shouldn't be made
Staring at the K-line all day long, this behavior can easily lead to a bad investment habit and thinking.
It is best to use compound interest to effectively accumulate wealth
Value investing is the king
Stocks are part of the company's ownership
Understand what the market is
The essence of investment is to make predictions about the future, but the prediction results are not completely correct and may span a lot. Margin of safety
Build your own circle of competence
Set the boundaries, don't touch those who don't understand
Buying stocks is buying a company
If I had enough money, would I buy the entire company?
The essence of investment is to seek higher value returns. As long as a company has value and can provide such value returns, there is no reason to refuse.
Pay attention to the company's corporate culture and business model (product differentiation, long-term gross profit margin and product substitutability, long-term cash flow and net profit satisfaction)
Economic Concession
Pricing rights, what customers need or want; it is difficult to find similar alternatives; no price control
Small stock investors should look for small and medium-sized companies that they can understand
Small companies will have higher returns, and small companies will be easier to understand than large companies; if small and medium-sized enterprises develop very well and have a lot of room for growth, they can find ways to hold them for longer.
Choose a company with high credibility, insisting on customer interests first, and strong user stickiness (strong network, high conversion cost)
Don't choose companies that blindly expand and diversify (Apple phones, computers, tablets, and headphones are all in one big field; a large moat) companies should focus on doing what they are best at, and develop and produce their most advantageous products.
Find a trustworthy manager
Providing reasonable valuation of the enterprise
Requires technical ability and experience accumulation
The intrinsic value of a stock is approximately equal to the company's future cash flow discount
The simplified version of the method is to divide the annual profit by 5% of the long-term treasury bond interest rate, which is probably the value of the company, and then the discount is given.
P/E ratio relative to profit growth ratio PEG=PE/Compound net profit growth rate in the next 3-5 years/100
Less than 1, the stock price is undervalued; otherwise, it is overvalued
PE
Berkshire's stock selection price-to-earnings ratio insists on being within 15 times PE, seriously undervalued within 13, normal level at 14-20, 21-28 may be overvalued, 28-40, there will be a big investment bubble; more than 40 toxic assets
It is necessary to look at the industry together. Banks and real estate are all low-PE; combined with ROE, analysis is carried out. ROE represents strong profitability, and low PE represents low purchase cost.
The fundamentals of the enterprise
High gross profit margin, high ROE, high profitability
Looking for companies with sufficient cash flow to invest
Strong ability to resist risks and invest in more and better projects
Set the valuation range to ensure fuzzy accuracy
Reject speculation, adhere to value analysis, do not be confused by the company's own valuation, and do not ignore intuition
When trading stocks, it is best to make long-term investments
Short-term operations are actually more difficult to make money than long-term operations
Great psychological endurance and great mental stress
Long-term investment is more stable, focusing on time accumulation
Opportunity Cost
The market is a voting machine in the short term, but in the long term it is a weighing machine.
Pendulum theory and value return
Value determines price
Focus on the overall situation and ignore temporary fluctuations
Mr. Market
As long as you understand the business model and corporate culture, you can figure out what a company will become in the next 10 years.
View price fluctuations rationally
Choose a high-quality and high-value company
Adhere to long-term investment
Learn to use compound interest to increase wealth
Choose businesses with sustainable development
Need enough patience and perseverance to wait
Avoid companies whose products are difficult to differentiate for a long time
moat
Don't be dogmatic
Don't be superstitious about stocks that keep rising.
Sell it when you see that the investment value of another stock is 50% higher than the stock you are currently holding. Opportunity cost!
Concentrate investment to ensure maximum returns
A person only needs to seize a few investment opportunities in his life
Choose the most worth investing in companies
Establish strict investment standards and stock selection standards
Choose different types of businesses with weak correlation
Control the quantity, generally no more than 5
Depending on your own situation, do not increase leverage; be cautious when selecting stocks
Diversification of concentrated investment areas, weak correlation
A reasonable combination to avoid high risks
Efficient combination of relatively scattered and absolutely concentrated
Focus most of the funds on a few high-value projects
Overly diversified investment will directly reduce the rate of return; decisions will be more cautious
Continuously increase holdings when holding high-quality stocks
Give up those investments that don't make money early
High-quality stocks should be equipped with reasonable operating opportunities
Elements of holding stocks
No high expectations
Have a certain understanding of the rules of stock market operation
Focus on the game, not the scoreboard
Stay away from the market and don't look at K-lines every day
Adjust the time to evaluate the return on investment to 5 years
Don't think you're smarter than others
How to confirm the timing of selling
When the reason for buying disappears
The market is in a downturn and helps find the best investment opportunity
Value Assessment
Invest in a bright future when the business development situation is clear
It depends on the company's development in ten years
Don't try to buy at the bottom or sell at the top
Three-part method of building a position
First of all, you need to adjust your mentality when trading stocks
Try to keep it simple; values are important; actively learn from excellent people; analyze independently and do not believe in experts; keep a normal mind; learn more knowledge and build a diversified thinking model
The most important thing in investing in stocks is to avoid risks
Actively carry out various risk control
Select high-quality enterprises strictly according to the standards
Make sure you know the relevant companies very well
Ensure capital security without leverage
Establish risk assessment and grading mechanisms
Cultivate sensitivity to risk
Refuse to short, refuse to use leverage, correct mistakes and stop losses in time, do not touch those who don’t understand, do not always think about finding another way, do not help others invest easily