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[转帖] 官有缘前辈的分享 ~乡下佬~

Tan KW
Publish date: Sun, 14 Dec 2014, 10:44 PM
Tan KW
0 449,880
Good.

 

Saturday, December 13, 2014 

 
我尽量凭我的记忆写一写官有缘前辈昨天在 investalks 讲座里分享的重点吧。

在说重点前,先提一提,官前辈是特地早上从怡保过来分享的,一位那么成功的人士,愿意从大老远过来分享,反而是很多学习者,连花时间出席都不愿意,这确实让人感到。。。。。

好了,重点:

1. 官前辈的方式是逆向投资,别人疯狂时你要卖,被人恐惧时你要买 (现在处于别人恐惧时)。

2. 基于美金走强,可以留意做 export 生意的股项:

Latitude, Hevea, Liihen, Kossan, Harta, TopGlove, Supermax, Prolexus, MPI, Unisem, GTronic, Inari

3. 分享他近期买入的股项,Latitude, Hevea, Liihen 和 Naim, 尤其看好 Naim, 因为是大马股市最便宜的股。

4. 提到应该用 Margin,但不要用到完,大概用到 70% 就好。

5. 任何事情和情况都要用 common sense 来衡量,如大牛市,PE 过高,那就不要用 margin。

6. 赚到了钱,要回馈社会,他也说到他的遗嘱是把他的身家都捐出去。

7. 分享投资失败的股项,Jaya Tiasa, XingQuan, Mudajaya,尤其是 XingQuan,是他一生最错的投资。


8. 分享三本书籍,一本是 Dynaquest,一本是他写的 Malaysia road map for archieving vision 2020,一本是英国作者写的投资书籍 The Financial Times Guide to Value Investing: How to Become a Disciplined Investor。 
 
9. 如果一家公司的盈利没有增长,那就要卖掉。

10. Chin Teng 补充: "如有来自家境欠佳的大学学生, 可以向他申请奖学金。"

官前辈在提到 Latitude, Naim 和 XingQuan 的时候有说故事,细节就无法写出来了。

另外,前辈也带来了他的 Remisier (OTB),这个 remisier 是其中一位帮他管理股票的 remisier,他分享了一些数据分析,选股方式,技术分析等

大概想到那么多,要出去了,如果你有出席,麻烦帮我补充我遗漏的,谢谢。

~乡下佬~
14.12.2014


FB 链接: https://www.facebook.com/permalink.php?story_fbid=10154893049255328&id=432221245327 

 

Discussions
7 people like this. Showing 19 of 19 comments

Icon8888

Uncle Koon still giving talks ? ha ha

2014-12-14 22:54

murali

Mr.koon still dare to give talks?hmm....

2014-12-14 22:58

Icon8888

ha ha

2014-12-14 23:05

james700

Post removed.Why?

2014-12-14 23:36

murali

Koon said his initial capital was are rm200k plus during that time .he bought a counter which drop more than 90% n then the rest is history.....

2014-12-14 23:47

Icon8888

I think uncle koon now also cannot sleep (if he is still hugging mudajaya)

2014-12-15 00:00

murali

Uncle sold all his mudajaya oredi....now in Naim

2014-12-15 00:06

Lim HangKok

what about jtiasa? lol

2014-12-15 11:20

kakashit

dun afraid ppl throw rotten eggs at him?

2014-12-15 12:58

kakashit

but now the stocks he recommended is quitemaking sense

2014-12-15 12:59

scottybang

funny to see ppl who recommend GOB still laughing uncle koon. does it make u feel better? lol

2014-12-15 13:03

up_up_up

still got people believe his recommendations ?

2014-12-15 13:04

acevent

why not? He is free to give any talk. If any one here is brave and confident enough he can give talk also. Is up to ppl to believe it or not

2014-12-15 16:28

Alphabeta

Lets look at the fact, Uncle Koon has walked the talk and has taken ownership of his decision. His admission of past mistake deserved my respect. No-one is invincible and make flawless decision no matter how careful you are, even Warren Buffett also make mistake in these volatile environment.

The important thing is each of us should be aware of your own limit and risk tolerant level before investing. We must take ownership of our decision and stop blaming others.

2014-12-15 19:07

optimuss

uncle koon still owe me apologies for calling me stupid for against his buy call.

2014-12-15 19:09

1007lsl

kalau saya belum nyanyuk
masih ingat
ayat optimuss mentioned diatas tak boleh dinafikan

MANUSIA YANG MENCADANG
TUHAN YANG MENUNTUKAN

maaflah insan manusia
demi TUHAN YANG MAHA KUASA

2014-12-15 20:04

kakashit

I dun wn him to talkcock anymore, but i wn him to belanja me wahyu beef

2014-12-15 21:34

murali

U buy 100k naim, the latest most undervalued share in the world,by his definition, bring yr purchase slip n go Ipoh to claim wahyu beef for lunch n dinner from him

2014-12-16 08:30

murali

But then it may cost us a cow later on......

2014-12-16 08:31

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