第三屆十倍雪飯局，亦是新模式第一次已順利完成，亦亦多謝幾位參與者(有已是第3次出席)
昨晚 雪道樂投 by 雪明 已寫了主要昨晚內容
所以我不重複太多，席間7人昨天由第二次飯局時看好重倉的中信國際電訊及香港寬頻，緣何由約6月時改變睇法離開，開始主力美股說起，之後在思維策略、價值、估值大家踴躍談了不久，其一位參與者在昨晚post留言，抄出來如下
Nga Ting Wong 有幸參與飯局，多謝兩位高人慷慨分享，真係獲益良多。尤其兩位對增長股及科網股嘅看法，科技發展對傳統產業嘅影響，「價值投資」中價值嘅意義等等，當然仲有投資組合分享(ok, 我會keep it secret)。期待下次飯局再聚，來年投資繼續豐收。
其他參加者也可繼續留言參加得著，或所感可繼續留下
至於組合披露上我和雪明都不會在Page公開，其一主因是若不明白背後我們持股理念和大勢，不一定是好事呢!
爾後，大約明年會有新模式或飯局中才會知道!希望見到和幫到大家
謝謝大家支持，大家點點讚，我獲賞，哈。
只要有衣有食，就當知足。
錢永賺不盡，有餘幫助有需要的人，
文章網站連結
FB https://www.facebook.com/TenBaggerHK/
雪球 https://xueqiu.com/u/8493390925
Blog https://ten-bagger-hk.blogspot.hk
Ten-Bagger 投資世界 只要有衣有食，就當知足。 錢永遠賺不盡，有餘幫助有需要的人，令人開心快樂是我的夢想 謝謝大家支持
改變了對中信國際電訊的睇法?
回覆刪除願聞其詳
I have 1883.HK for almost 2 years.
回覆刪除I prefer 1883.HK rather than 1310.HK, 6823.HK and 315.HK.
At present market prices, 1883.HK has reasonable PB and has higher dividend yield than the others.
1883.HK is principally a Macau telecom stock and I think HK protests in recent months would not much affect its business.
I still believe long run value investment, ... but of course not just buy & hold, ... because it should be subject to "stocks switching", i.e. always holding "relatively better" stocks for long run dividends income.
Good Good Luck!
^_^
This way my pal Wesley Virgin's tale launches in this shocking and controversial VIDEO.
回覆刪除You see, Wesley was in the military-and shortly after leaving-he unveiled hidden, "SELF MIND CONTROL" secrets that the CIA and others used to get anything they want.
These are the EXACT same SECRETS many celebrities (especially those who "come out of nothing") and elite business people used to become wealthy and famous.
You probably know that you utilize only 10% of your brain.
That's really because most of your brainpower is UNCONSCIOUS.
Perhaps that conversation has even taken place INSIDE OF YOUR very own brain... as it did in my good friend Wesley Virgin's brain about seven years ago, while driving a non-registered, garbage bucket of a car with a suspended driver's license and with $3 in his bank account.
"I'm so fed up with going through life check to check! When will I finally succeed?"
You've been a part of those those conversations, am I right?
Your very own success story is waiting to happen. All you have to do is in YOURSELF.
CLICK HERE TO LEARN WESLEY'S METHOD