韭病成醫
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Hi mooers! ![]()
Need a quick update on the week of Jan 26–30 Check out moomoo's fresh earnings & economic calendars now!
For more details, check out the earnings calendar and economic calendar!
In the week ahead, various companies including $Apple (AAPL.US)$ , $Microsoft (MSFT.US)$ , $Meta Platforms (META.US)$ , $Tesla (TSLA.US)$ , and $UnitedHealth (UNH.US)$ , are releasing their earnings. How will the market react to the companies' ...
Need a quick update on the week of Jan 26–30 Check out moomoo's fresh earnings & economic calendars now!
For more details, check out the earnings calendar and economic calendar!
In the week ahead, various companies including $Apple (AAPL.US)$ , $Microsoft (MSFT.US)$ , $Meta Platforms (META.US)$ , $Tesla (TSLA.US)$ , and $UnitedHealth (UNH.US)$ , are releasing their earnings. How will the market react to the companies' ...
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韭病成醫
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SPX end-of-month options
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韭病成醫
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I have recently been reading Duan Yongping's book, which has deepened my understanding of value investing. I originally intended to share this on another platform, but I have summarized it here to share with everyone, mainly for those who want to understand.Value investing的moo友，这种投资方式也是过去我在【Investment philosophyThis is one of the more recommended articles in the series, but I want to emphasize one point here.Friends who focus on swing trading and trading systems can skip this article, as the cognitive frameworks are different and the discussion is not very meaningful. The more we talk, the easier it is to deepen misunderstandings. However, it is always good to learn more investment methods and find those that suit one's personality.
"Buying stocks is essentially buying companies, and buying companies means buying the discounted future cash flow." Understanding a company means understanding its moat, which is the value investing philosophy consistently emphasized by Buffett and Duan Yongping. $Berkshire Hathaway-A (BRK.A.US)$ $Berkshire Hathaway-B (BRK.B.US)$Whether the stock price is currently expensive or cheap ultimately depends on the judgment of future cash flows (as outlined in the mathematical formulas below) when returning to first principles.
On the premise of understanding a company's moat, the assessment of a long-term sustainable annual growth rate g represents the essential boundary between investment and speculation (which, if it has a positive expected value and repeatability, is not equivalent to gambling), though in fact, this involves two valuation methods. Let me elaborate.
1. Finite-term valuation (calculating the sum of discounted cash flows over a certain period, excluding terminal value)
Mathematical formula for discounted cash flow (a more readable version of the formula can be found online):
Set the base period cash flow as C0 (t = ...
"Buying stocks is essentially buying companies, and buying companies means buying the discounted future cash flow." Understanding a company means understanding its moat, which is the value investing philosophy consistently emphasized by Buffett and Duan Yongping. $Berkshire Hathaway-A (BRK.A.US)$ $Berkshire Hathaway-B (BRK.B.US)$Whether the stock price is currently expensive or cheap ultimately depends on the judgment of future cash flows (as outlined in the mathematical formulas below) when returning to first principles.
On the premise of understanding a company's moat, the assessment of a long-term sustainable annual growth rate g represents the essential boundary between investment and speculation (which, if it has a positive expected value and repeatability, is not equivalent to gambling), though in fact, this involves two valuation methods. Let me elaborate.
1. Finite-term valuation (calculating the sum of discounted cash flows over a certain period, excluding terminal value)
Mathematical formula for discounted cash flow (a more readable version of the formula can be found online):
Set the base period cash flow as C0 (t = ...
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![[Investment Philosophy] An Article to Understand the Essence of Value Investing](https://sgsnsimg.moomoo.com/sns_client_feed/151393781/20260117/6915b9229491c1014a44e27a02880ee7.jpg?area=102&is_public=true)
![[Investment Philosophy] An Article to Understand the Essence of Value Investing](https://sgsnsimg.moomoo.com/sns_client_feed/151393781/20260117/b00fdca3e85eb03149f6a87d77a44faf.jpg?area=102&is_public=true)
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韭病成醫
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$Venus Concept (VERO.US)$ about 15
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韭病成醫
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Don't believe in love; believe in character. Because when love fades, if the other person is a good person, at least you won’t end up completely broken.
The famous Silicon Valley investor, Mr. Naval, once said,He said that choosing a partner is the most important decision of your life—more important than your job or how much money you make. Because if you lose your job, you can find another one; if you lose money, you can earn it back. But if you choose the wrong partner, the cost is your peace of mind for the rest of your life.Today, I happened to come across an article that combines Mr. Naval's perspective with real life, explaining why choosing the right partner is so important and how we should go about it. I think it was written really well and wanted to share it with everyone.
First, the partner is not your面子 (face), but your charging station.
Why do we look for a partner? Not to show off, not to compare family wealth, and not even to fulfill our parents' expectations. The ultimate goal of finding a partner is just one thing:Long-term happiness and inner peace.
Naval explains this very clearly: if your relationship with your partner is bad, it will destroy your inner barrier. What is an inner barrier? It’s actually your foundational energy for dealing with the world. Imagine this: if every day when you come home, you have to face arguments, cold wars, or suspicion—if your home feels like a second battlefield—you're already exhausted from work, and instead of recharging at home, you continue to drain yourself. Eventually, your mindset collapses, and with it, your career, health, and relationships...
The famous Silicon Valley investor, Mr. Naval, once said,He said that choosing a partner is the most important decision of your life—more important than your job or how much money you make. Because if you lose your job, you can find another one; if you lose money, you can earn it back. But if you choose the wrong partner, the cost is your peace of mind for the rest of your life.Today, I happened to come across an article that combines Mr. Naval's perspective with real life, explaining why choosing the right partner is so important and how we should go about it. I think it was written really well and wanted to share it with everyone.
First, the partner is not your面子 (face), but your charging station.
Why do we look for a partner? Not to show off, not to compare family wealth, and not even to fulfill our parents' expectations. The ultimate goal of finding a partner is just one thing:Long-term happiness and inner peace.
Naval explains this very clearly: if your relationship with your partner is bad, it will destroy your inner barrier. What is an inner barrier? It’s actually your foundational energy for dealing with the world. Imagine this: if every day when you come home, you have to face arguments, cold wars, or suspicion—if your home feels like a second battlefield—you're already exhausted from work, and instead of recharging at home, you continue to drain yourself. Eventually, your mindset collapses, and with it, your career, health, and relationships...
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韭病成醫
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Dear colleagues, the market over the past few days has been truly exasperating, moving sideways with no clear direction. I have barely paid attention to it, maintaining an inner calm. However, today’s event cannot be ignored: At 3 PM today, the Federal Reserve’s FOMC interest rate decision will be announced, and Powell is set to speak. We need to prepare accordingly. Yesterday's trading session left many feeling quite unsettled:
Both the Dow Jones and S&P 500 stagnated, while the Russell 2000 quietly reached a new all-time high.
What does this indicate?Capital is wandering aimlessly across sectors, waiting for Powell’s statement tonight to set the tone.The current market pricing has already scripted the outcome: over a 90% probability of a 25-basis-point cut, with virtually no chance of a 50-basis-point reduction.
In my view, the most likely outcomes are these three possibilities, ranked by likelihood:
1. A 25-basis-point cut (with an over 80% probability)：Positive news has been priced in, a classic case of 'sell the news,' with a high opening followed by a low decline, or even turning negative outright.。
2. No cut or only a 10 basis point reduction.：A black swan event, slapping you hard the next day.。
3. a 50-basis-point cut：Virtually impossible.
So, don’t expect any surprises tonight; just prepare for a potential setback.
After all these years, I only believe one thing: the closer you are to previous highs, the bigger the downside risk. Friends with heavy positions should consider some protection tonight.
– For those with stock positions exceeding 70%, consider purchasing some SPY December 12 expiry 680P options (slightly out-of-the-money, low cost, purely for insurance). If the market crashes, this small investment...
Both the Dow Jones and S&P 500 stagnated, while the Russell 2000 quietly reached a new all-time high.
What does this indicate?Capital is wandering aimlessly across sectors, waiting for Powell’s statement tonight to set the tone.The current market pricing has already scripted the outcome: over a 90% probability of a 25-basis-point cut, with virtually no chance of a 50-basis-point reduction.
In my view, the most likely outcomes are these three possibilities, ranked by likelihood:
1. A 25-basis-point cut (with an over 80% probability)：Positive news has been priced in, a classic case of 'sell the news,' with a high opening followed by a low decline, or even turning negative outright.。
2. No cut or only a 10 basis point reduction.：A black swan event, slapping you hard the next day.。
3. a 50-basis-point cut：Virtually impossible.
So, don’t expect any surprises tonight; just prepare for a potential setback.
After all these years, I only believe one thing: the closer you are to previous highs, the bigger the downside risk. Friends with heavy positions should consider some protection tonight.
– For those with stock positions exceeding 70%, consider purchasing some SPY December 12 expiry 680P options (slightly out-of-the-money, low cost, purely for insurance). If the market crashes, this small investment...
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![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined"){kind=small}
It seems that capital remains pessimistic and unimpressed with the subsequent market trend.
韭病成醫
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I have noticed an interesting phenomenon: recently, former senior executives of exchanges have started attempting to become KOLs on Twitter.
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韭病成醫
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韭病成醫
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Previous challenge start with 232, end with 136k, capital multiply by 600 times in 16 days, fast & furious. This round will be a long journey, slow & steady.
Everyday results are posted. This series is for my personal record.
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Started on 24th October 2025 with USD $2,000
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18 Nov 2025.
Market uncertain before Nvidia and Fed news. Sold early and suffer huge loss. Should hold and suffer min loss.
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Opening capital: $5,028 (max stake 20%, % decreases as fund size grows...
Everyday results are posted. This series is for my personal record.
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Started on 24th October 2025 with USD $2,000
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18 Nov 2025.
Market uncertain before Nvidia and Fed news. Sold early and suffer huge loss. Should hold and suffer min loss.
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Opening capital: $5,028 (max stake 20%, % decreases as fund size grows...
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韭病成醫
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