Observe changes and changes through changes in the top 10 A-share companies
1-What is constant in investing? There are always some companies that remain new for a long time. Time not only does not reduce its value, but makes its value more prominent. For example: Maotai
2-What is change in investing? If we mistake the historic opportunities in some industries for cyclical opportunities, we will fall into an investment trap, such as the relative decline of banking and insurance businesses.
3-What are the opportunities in the new era? The wheel of history is rolling forward. Don’t say there are no opportunities now. The biggest opportunity in the past five years has been new energy vehicles, but they are now overvalued.
🛑Looking back in the next 5 years, what are the future opportunities and companies? Sober already has a clear answer in his mind. Does anyone have an answer?