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,
-------------------
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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來源:noMatter於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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來源:noMatter於06-11-0621:46:02
http://web.wenxuecity.com/BBSView.php?SubID=finance&MsgID=559853
別忘了，做多中國!
(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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先所比較容易的，也是偽命題的那個，
“如果說每一個在美國成功的華人的背後都有一部辛酸史的話,哪麽他們的下一代是否也需要付出同樣的代價?”
１，成功和“辛酸”沒有必然聯係，２，如果辛酸指的是辛勞的話，也不局限“華人”，或在美國在中國。李嘉城就沒有辛勞辛苦甚至一些辛酸嗎？
如果這個問題的真正的版本是“下一代的發展機會怎麽樣”，我個人認[
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