橡樹流派財富自由大法 M Ho

對沖基金出身,現靠股票維生。 此page分享個人經驗,機構大鱷睇法,投資短炒都講。心法招式,由淺入深,適合小學數學英文程度,建立屬於你嘅投資哲學和投資系統,達致財務獨立和自由。 https://linktr.ee/oakhouseresearch

西方股票投資巨人都係中國大好友,長遠都係睇好中國公司股票

Howard Marks, Charlie Munger, Ray Dalio etc.

“She liked the fact that “a Chinese guy” was running it, because she believed in the brilliant Oriental mind. The Chinese guy was Gerry Tsai;

he, along with Ned Johnson at Fidelity Trend, were fund managers sui generis in that era.” - Peter Lynch 書中 “ Beating the Street”

我引用 Howard Marks 一個訪問中一句話嘗試總結:

China is an economic adolescent. You know it can be tempestuous and there are ups and downs but you also know that the adolescents best decades lie ahead.

呢個亦係好多西方(美國)知識分子對中國的睇法,我前美國老細亦都係其中一個分子

現在係2022年6月,我係睇好中概股的。優質的中概股好多都跌到極殘極賤

當然我睇好邊隻中國股,避開邊一隻就Patreon講。

今次係短短幾句話語,未來我都會繼續喺 FB 講講 “西方投資巨人睇中概股” 這個題目。

最後 "中國好,是否香港好" 就係另一個議題了。


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