HSU|
22 posts


十年,从30股到14,000股。
164次交易,不是运气,而是信念的累积。
《Brick by Brick》记录一个普通投资者如何在特斯拉的起伏中,一块砖一块砖搭建自己的认知与长期主义。
当市场质疑你时,你还相信什么?
这本书,讲的就是这个问题。
免费下载《Brick by Brick》(简体中文版):
#aOeXVGHQCv" target="_blank" rel="nofollow noopener">limewire.com/d/r9vpi#aOeXVG…
英文版可在 Amazon 购买:
tinyurl.com/teslayoda
中文

果然😺😺 $tsla & $lmnd 官方合作来了
Shai Wininger@shai_wininger
#TeslaFSD is 2X safer than humans, so why are Tesla owners still charged so much to insure their cars? In the last couple of months, we've been hard at work with the @Tesla team on something that will change that forever. Announcing: Lemonade Autonomous Car Insurance for FSD Here’s what’s coming…👇 --- For the full experience, play while reading this thread: open.spotify.com/track/7cMFjxhb…
中文

Now that Trump's Big Beautiful Bill has passed, the race is officially underway.
The US will need to grow GDP by an average of 4%-7%+ per year - for the next 10 years - to offset the spending in the bill.
That's 10 years of GDP growing 4% to 7%.
Without it, the deficit and debt will continue to increase.
The last time the US had 4% GDP growth was 2000.
Either the US will have one of the greatest economic expansions in history, or we'll continue our march towards certain bankruptcy.
English

Got my Bro on board ,Lemonade Gang is growing stronger and stronger . 明天有考虑晚上开个space讨论一下这个公司和我参加第二届投资者日的心得,和管理层私下聊天的一些细节,🙋让我看看多少人感兴趣?
Raines@raines1220
I bought some $LMND today (~10% of my portfolio), so I’m no longer an all-in investor in TSLA. Which company's analysis would you like to see more of in the future?
中文

我有自己的社群,每天都会有成员决定退出。作为创作者,你应该永远心怀感恩,而不是当别人选择停止金钱上的支持后产生恨意。这不就是“因爱生恨”吗?“由爱开始,不应由恨结束”。人家支持你是情分,不是本份。但感恩,是被支持者的本份。能相互陪伴一段旅程,就是缘分。Gratitude goes a long way—appreciate those who supported you, and don’t let their choice to move on make you snarky.
ValueAnalyst@ValueAnalyst1
"We'll support you as long as we can control you."
中文

投资过程中人最大的懊悔情绪,不是该卖的时候没卖,亏了钱,而是在不该卖的时候卖了,该自己挣的钱最后没有挣到。
这一点我自己深有体会,通常会分为两个阶段,初级阶段就是原谅自己,过往不究。第二阶段就是自洽,这就不是盲目原谅自己,而是不停学习,不停积累,让自己有足够的知识储备,足够到绝对自信,绝对坚持自己的观点。这样即使判断失误了你也能欣然接受,并且心中知道下一次判断正确的可能性在指数级提高。
肯定还有第三个阶段,但是我还年轻没能悟道。
孙正义肯定悟道了,他对黄仁勋的那一抱就是对自己的一个调侃,我相信他内心是全盘接受的。人生如戏,输了再来…
硅谷王川 Chuan@Svwang1
2017年初孙正义一度有英伟达接近 5%的股份。因为不愿也不能躺平,2018年下半年就匆匆全部卖掉了。此刻他的心在滴血。
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