The online chatter about Wuliangye, Pianzaihuang, and Shanxi Fenjiu is relentless. The turtle doesn’t have much to say about it and can only quietly accumulate more positions [努力][努力][努力]. With nothing much to do, I’m just chilling through the Labor Day break. Thanks to my fellow traders for their concern; during those days when it’s easy to be swayed, I’ll be holding strong on the assets I already have. I’ve been in, I’m in today, and I’ll be in for a long time to come. On the path of value investing, let’s keep pushing forward together with like-minded friends [努力][努力][努力].
National-level traditional Chinese medicine, one of the only two permanently confidential varieties, one is Yunnan Baiyao, and the other is the recently very poor Zhangzhou Pianzihuang. To confirm whether Pianzihuang has bottomed out, it needs to rise 20% from the bottom, which means if 150 is the bottom, it needs to rise above 185 to confirm the reversal trend. Once it reverses, it will at least rise above 210. I don't know when it will bottom out, maybe in the second quarter, maybe by the end of this year, or maybe next year, who knows [偷笑][偷笑][偷笑]
Smart people always think positively in everything, and with a joyful heart, they think of joyful things, naturally achieving a joyful life; foolish people always think negatively in everything, the more they think, the more they suffer, ultimately leading to a troubled life. A thought can lead to heaven or hell, in good times or bad times, it all depends on a single thought.
Without hesitation, buying more as the price drops can also be considered a two-way commitment. I guess doing this is just to give myself an explanation! The turtle has a hard shell, a dead pig is not afraid of boiling water, the hotter it gets, the more I enjoy it[二哈][二哈][二哈]
The kind of people you get close to determines the path you take. What limits your development is neither your education nor your intelligence, but the social circle you are in. The so-called benefactor is someone who can broaden your horizons. —— Kazuo Inamori
True cultivation is the cultivation of the heart, the correction of oneself, the taming of that restless heart that changes seventy-two times a day, rather than correcting others and solely pointing out their flaws and mistakes. Let go of that self-righteous ego and love, and have compassion for all living beings; this is the true essence of life.
"Money is something that comes to those who wait." This is the cornerstone of financial trading, this phrase is destined to accompany all successful traders throughout their lives. Trading is like a crocodile hunting, quietly waiting, quietly guarding, to obtain the profits that belong to you. 99% of failures will never understand this phrase in their entire lives.
The most foolish thing in this world is to keep reasoning with others. Never argue with people of different levels. Because everyone can only think about problems from their own cognitive perspective.
Human understanding consists of two parts: The first part is human nature; the second part is laws; Understanding human nature is the heart method, relying on the ability of perception and empathy, human nature is the human heart, focusing on the emotional aspect. Understanding laws is algorithms, relying on logical thinking and reasoning abilities, laws are trends, focusing on the rational aspect.
Everything is caused by yourself; do not blame the heavens, do not blame others. Your current state is the result of what you have created over the past 20 years, and it has nothing to do with anyone else. There is only one law of life: you reap what you sow. — Zeng Shiqiang
Goldman Sachs once said: "You won't die, take it for life", which is the highest principle and ultimate realm of Western pharmaceutical capital development! A business model that can completely cure diseases is unsustainable. Some brands of traditional Chinese medicine completely embody this business model; traditional Chinese medicine treats the illness before it occurs, a regulation that can allow patients to take it for life, slowly come to understand it! Investment is not charity; the wall is your best mentor, trends are your best friends, and patience is the best strategy for investment. Walk your own path; the joys and sorrows of life are all in the stock market.
True cultivation is the cultivation of the heart, the correction of oneself, the correction of that restless heart that changes seventy-two times a day, rather than correcting others and picking on others' flaws and mistakes. The turtle steadfastly holds onto Kweichow Moutai, Pianzaihuang, Tongrentang, Yunnan Baiyao, and Yili Group, and never wavers for a lifetime. [哈哈][哈哈][哈哈]
Two years ago today, we made a judgment about Tongrentang. It cannot be said to be exactly the same; it can only be said that everything has traces to follow, whether large or small. Some things need to be understood by oneself, to comprehend in execution, and to execute in understanding. Everyone must learn to grow on their own, with no regard for gains or losses, just growth, insight, awakening, and transformation.
Yunnan Baiyao's net profit excluding non-recurring items in 2025 is 4.865 billion yuan, a year-on-year increase of 7.55%. It plans to distribute 15.83 yuan per share, firmly establishing its position as a leading traditional Chinese medicine company [努力][努力][努力]
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