Take a stroll in the supermarket and compare it. You do n’t have to listen to bullshit to make wise judgments.

Editor’s note: This article is from WeChat public account “LinkedIn” (ID: LinkedIn-China) , author Wei Xiaowei. Reprinted with permission.

In the columns of the previous issues, I talked to you about some very important cognitions of investment and financial management.

Invest in the circle of capabilities ——For example, unfamiliar stocks, please study thoroughly before buying.

Pure things have control > —— For example, you can’t “both … and …”. Although stock funds have a strong bull market, a bear market will cause you to doubt life.

Thinking backwards -too much For stimulating investment products, see the unpredictable risks behind.

Today, I want to tell you a point that is more practical than the above.

That is a very interesting conclusion that the famous investment master Peter Lynch has also published on many occasions:

“Want to find investment opportunities? Go to the supermarkets around you.”

If you walk around the supermarket, you can see the opportunities? Yes, it’s not fake at all.

Mr. Peter Lynch’s words have been practiced and thought by me recently.

The original so-called “seeing knowledge” works are hidden in every bit of life.

Today we talk about how to find some big money opportunities from the small clues around us.

Visit the supermarket and compare

I have been investing in stocks since I started working. At that time, the salary was thousands of yuan, and at least 1,000 were left to play.

In the beginning, it was purely attracted by high yields. At that time, the market was still in the early stages of the bull market. Buying it at will, and selling it in a week, you can earn 15%.

But, you know, who loses the most in China’s stock market?

It’s me who tasted a little sweet at first, too lazy to never research the company like a mash of mud, and ended up investing more and more thanks to a messy person.

After the pain of the bull market slipping down, I touched my crackled face, and determined to never do this kind of money-throwing.

I started to carefully observe everything around me. What company is worth my money to gamble on its future.

One day I met a brokerage boss at work. They have been in the stock market for more than ten years. I asked him like grabbing a life-saving straw, how to find a good company?

He asked me a very interesting question: What do you think is the difference between Fuling mustard and Haitian soy sauce?

I thought, what’s the difference? Not one is very salty, the other is more salty …

He laughs without answering. You can find it in the supermarket yourself.

So I went around the supermarket and found that Fuling mustard must be as expensive as 2 yuan.

No matter how many varieties, it’s just a pack of mustard, which can’t be linked to any consumption upgrade, delicious food, and advanced enjoyment.

Looking at soy sauce again, don’t even say that the original soy sauce now costs from a few dollars, to a dozen dollars, to 40 dollars.

The high-end point is called table soy sauce; the vertical point is called steamed fish soy sauce; the health point is called thin salt soy sauce. Seeing me dazzle.

After a while, I found out how different the two types of products are on the shelves.

  • One, it is just the degree required.

    There is no soy sauce at home, don’t you hurry to ask your child to make a bottle and come back? Do you still grind your own beans like Li Ziyu?

    But there is no mustard at home? Well, buy it next time you eat instant noodles.

    • One, is the extensiondegree.

      What more do you want from a pack of mustard?

      What else do you want it to sell for?

      Re-healthy mustard is also a package of pickled seasoning.

      But soy sauce, a packaged combination, a “no-add” concept, a century-old blessing, targeted at locals who don’t lack money and only lack health, they can sell more than 100 yuan, even more than 500 yuan! Against the sky.

      In this comparison, even if Fuling mustard and Haitian soy sauce are good at spreading channels, every supermarket can see them and every market can touch them, but the ceilings of the two companies are quite different.

      Looking at their trends over the past two years, they have indeed confirmed the huge difference between the two.

      Liling mustard from 2018 to 2019, a significant decline in 2019

      Haitian Flavor Industry 2018-2019, keep making new highs

      Visit the supermarket and compare it. You do n’t have to listen to the bullshit, you can make smart judgments.

      Small changes, see the trend

      In fact, many people think that buying stocks is not reliable, because there is no time to watch the market, the fluctuations are too great, and the heart can’t stand it.

      Well, we feel the same. After all, we are not professional in stocks, and there is a boss behind us staring at our screen.

      What about it?

      Give you a way out: buy an index fund, hold it in the medium to long term, and gain a rise in a cycle.

      Then the question comes, what fund should I buy?

      As soon as you open those Alipay, JD Finance, Tiantian Fund Network, it’s just dumbfounded, the category looks dizzy, and crows fly over the head.

      Furthermore, buy it according to the recommendation popped up on the App. After buying it for three months, you can’t move it. At first sight, you still lose a handling fee, and you want to hit the wall.

      At this time, it’s a cliché again: laziness, can’t do anything, you have to observe the fund yourself.

      Since you are gaining a medium-to-long-term benefit, you have to learn one thing in this matter: discover trends.

      Take a very simple example. Do you find it cheaper to take medicine recently at the hospital? It used to sell 10 yuan. Maybe it sells 3 yuan now?

      Well, in 2019, the country is fiercely trying to reform the price of medicines, so it sent a commissioner, the Medical Insurance Bureau, to invite us all to tender for various drug suppliers.

      If a pharmaceutical company wins the bid, the purchase will be “with volume” to ensure sales. The company will not have to worry about it in the next year.

      So, in order to win the bid, a large number of pharmaceutical companies’ drug prices have fallen and dropped, and it is easy for the people to take medicine, but the profits of pharmaceutical companies have slipped.

      This trend is the policy trend of the country. The decline in drug prices is bound to be gone forever. For those funds that use pharmaceutical stocks as their main investment target, you should not let yourself be arrogant. It is better to temporarily avoid the trend.

      Try products, find dark horses

      Finally, don’t think that the so-called listed companies are so big and complicated, they live around us.

      When you go to the supermarket for two laps, you may pass by the products of dozens of listed companies.

      So what products can make you love at first sight? Remember it! Every minute is a dark horse. I have had this experience before. That product is called Chenguang (TrueNot ads). Let ’s see what Chenguang ’s pens look like. You will be dazzled by the styles-

      If you say this is too young, I want to be mature, okay, Chenguang throws you excellent products series-

      The young girl who hit the old aunt with just one hit has a heart!

      If you say that this thing is too sissy, our new middle class doesn’t need such pinky stuff. Have! Chenguang can give you a simple series ——

      Look at the gel pens of other competing products. Oh, it seems that I can’t see any brand after changing the sticker.

      If the good-looking skin bag is not useful, then Chen Guang seems to be so excellent in terms of smoothness, quick-drying, and smoothness, and even some evaluations think that it can be compared with Japanese Baile.

      Further research, you will find that there are several stationery shops next to each elementary school, and the stationery shops are basically contracted by Chenguang—because Chenguang claims to launch a new product every 3 days. Sumi likes the heart of the old little farts.

      The stock price of such an excellent company is also very competitive in history. Singing all the way, never slacking. It has been doubled in three years, and it can be said to be a small Maotai in the stationery industry.

      2017-2019 stock price trend of Chenguang Stationery

      The spokesperson of a listed company is definitely not a star, but its product.

      If you want to find a big dark horse that can make money, I suggest you go to the supermarket to find those good products that surprise you. They are good things worth your trust.

      Write at the end

      I remember that Grandpa Buffett got into Coca-Cola because he occasionally drank his cherry Cola and was shocked!

      Since then, Lao Ba is out of control, from Pepsi’s loyal fan to Coca-Cola’s loyal fan. He has been buying aggressively since 1988 and by 1998 it had risen 13 times.

      It can be seen that the investment opportunities of the stock god are also discovered from the side.

      Behind the wise and sacred martial arts, it is only a small change in life’s percussion nerves, a sensitive sense of smell, and a delicate heart. To put it bluntly, this is actually the principle that Buffett insisted on throughout his life: invest in value, invest in what is truly valuable.

      Are you aware of the subtle changes in your life? May wish to ask more:

      • Why is this company so good?

        • Why don’t you choose something else, just choose it?

          • What does it depend on?

            Then I found a low and bought it.

            Okay, 2019 is coming to an end. My investment and finance column should also come to an end.

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