strategically,
therearequickerways,therearesteadierways,
butallcometoonepoint,canyouassessvalue?canyouassesshowmarketaccessesthevalue?canyouassessifthemarket'sassessmentisrightorwrong?
ifyouunderstandthispoint,thedifferenceofmanyseeminglyvastlydifferentstrategiesaredifferentonlyonsometechnicaldetails,liketimeframe,leveragelevel,instruments,etc.
------------------
tactically,
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atthestageofseekingsuperiority,veryoftenonecomparesstrengthofanapplewithweaknessofanorange,
alsoit'seasytodevelopsomeextremelysubjectivevaluationcriterion,"myway"becomes"theway",
thenitcomesagraduallynarrowingmind,comesbias,comesbigotry,
andone'sjoydegradesintofindingotherpeple'smisery,
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thestageofseekingsuperiorityis,atthecore,stillthesta...[
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Chinesepopulationhasbeen25%oftheworldforalongtime,atleastsince1980s,whyitdidn'tworkforChinauntilrecently,say2003or2004?
someoversimplifiedthatit'sduetoChina's"open"policies,asifthat'ssomemagicblackbox,
thetruthisthat,thegreatestdifferencemakeristheequalizationofproductivity,duetoalmostfreeknowledgeandcapitaltransferthankstointernet,freetradeandlastbutnotleast,worldpeace,
inap...[
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about6monthsago,whenthespecfeverwasstillrampanthere,andeveryonetalkingabouthowtomaxleverageonrealestatemarket,Iwroteafewsmallpieceswiththeeffectof"coolingwater",
(http://web.wenxuecity.com/BBSView.php?SubID=tzlc&MsgID=7141)
thencamethesubprimebomb,
now,whenmanyarelookingatthegiganticshadowoftheARMresettingstartingthisSepandsay,"doomed",Isecondheretodivident_grow...[
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SNPsalesis50%morethanPTR,valuationatonly1/3,
sure,Chinesegov'thaspricelimitonrefrinaryproducts,
butwhatifin5years?in10years?20?
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http://www.businessweek.com/investor/content/jul2005/pi20050729_4338.htm
RankingCompanyAnnualSales(Mil.Yuan)
1ChinaPetroleum&Chemical590,632
2PetroChina388,633
3ChinaMobile192,381
4ChinaTelecom161,212
[
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来源:noMatter于06-11-0808:09:23
http://web.wenxuecity.com/BBSView.php?SubID=finance&MsgID=561388
buyasset,
buygrowth,
buytransformation,
======
soideallyifcompanyisassetrich,stillgrowing,andhasapotentialtochangefromCinderellatoaprincess...
ifnotperfectthantrytobalancetheresttosuiteyourowntaste,[
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来源:noMatter于06-11-0621:46:02
http://web.wenxuecity.com/BBSView.php?SubID=finance&MsgID=559853
别忘了，做多中国!
(thisisajokingpostatDQ,afteranIQquestionfromputwriter,oneofthemosttalentedwritersonDQ,inwhichpiratesneedtocalculatehownottobeeatenbyashark...)[
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crosspointoftwomajorconcept,Chinaandnaturalresource/mining.Soros'sbiggestholding.Buywhenevertouchingmovingaveragelines.
(thiswaspostedon07-08-24,aFriday,http://web.wenxuecity.com/BBSView.php?SubID=backhome&MsgID=140727,thenextMondaymorningACHwasup10points...somarktwasverykindtogiveachancetolooklikeaguru...)[
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isthattheyarealwaysinthedarkroomtryingto"rule"theworld,
somemaybe,justlikewithanyotherrace,fromHiltertoOsamatoevenMaoasheattemptedto"outputrevolution"in60s,
thesuccessofJews,imho,relynotonlygrandschemes,butonsomeverybasicandtediouslyplainideas:makeagoodliving,makeagoodfamily.
incountrieswheretradeandcommercearevaluedhigher,theybecamediamonddealers.InUS,theybecamelaw...[
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先所比较容易的，也是伪命题的那个，
“如果说每一个在美国成功的华人的背后都有一部辛酸史的话,哪么他们的下一代是否也需要付出同样的代价?”
１，成功和“辛酸”没有必然联系，２，如果辛酸指的是辛劳的话，也不局限“华人”，或在美国在中国。李嘉城就没有辛劳辛苦甚至一些辛酸吗？
如果这个问题的真正的版本是“下一代的发展机会怎么样”，我个人认[
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