千万不要看不起老登

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我发现做数字货币的人呀是看不起价值投资的

2
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今天把一个做出货率的人直接踢出去了

3
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原因什么呢

4
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他老是嘲笑那些买老登鼓的啊

5
00:00:14,609 --> 00:00:16,089
就是买茅台的啊

6
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买这些公共事业的

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他老觉得他不对

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为什么呢

9
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可能买了AI赚了小钱嘛

10
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这不今天晚上全亏回去了吗

11
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这些老登呢他不是说不懂这价投资啊

12
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大家呢比较谨慎所得

13
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没有必要去亏钱啊

14
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你要比如我吧

15
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我这人有个特点呢

16
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就是如果这个事呢我不懂啊

17
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我绝对不会碰

18
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那第二个呢如果觉得贵啊

19
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我肯定要不就做的齐全啊

20
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要不就不碰对吧

21
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你就像这个英伟达链似的

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我们也赚了很多钱呀

23
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我们在存储上是吧

24
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也做了赚了四倍

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美光好

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再修复数据好

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让它四五倍或者不懂啊

28
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只是我觉得没有必要去亏钱啊

29
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而且还有一条呢

30
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就是如果说像这个市场行情很动荡的时候呢

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我们很清楚这什么阶段在什么阶段不能跑

32
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但那些所谓的刚进入场人

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他可没有这种意思呀

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他老觉得哇我这个是对的啊

35
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他没有吃过亏啊

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没做过生意啊

37
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没有没有赚过大钱

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他老是觉得哇我就要抓机会啊

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如果加了杠杆不就亏没了吗

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所以实际上不是老登不聪明啊

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是老登知道哪些事能干

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哪些事不能干是吧

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老登也知道哪个是能搞

44
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哪些事不能搞

45
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但是这些所谓的稍微呢买点AI赚点小钱的人呢

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他根本就不了解

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整天嘲笑

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整天嘲笑你

49
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要知道这个世界上真正的财富

50
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还得些老登手里面对吧

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你看我们这些粉丝里面开工厂的啊

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像我们做电商的

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做了十几20年

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你不说一年赚1000万

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你10年也一个亿啊

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你说多少

57
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多少人在AA上能赚一个亿也不容易的哈

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赚一个亿的肯定很有

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赚100亿的都有

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但是他没有那么大数量

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主要的数量还是传统的这些代工厂啊

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做贸易啊啊

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做品牌呐啊

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做这个渠道呀

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好

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甚至做茅台代理

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做个十几年也能赚几个亿

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实际上赚几个亿真的不容易

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万里挑一

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但是为什么这些玩输出货币的人

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他老是瞧不起的那些人呢

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山海经济他就是赚了点快钱是吧

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一年翻了个十倍

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店里腰斩了

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受不了了

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你比特币腰斩了吧对吧

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还不止腰斩哦

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从12万多变成5万多

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打了个三折四折

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他觉得哇那我就从那个比特币里面出来好

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我转战了这个啊

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转到了这个啊

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这个AI是吧

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侥幸的赚了十个点

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十个点真不多

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各位十个点

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你就今天一回撤都15个点是吧

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因伟达链随随便便一跌就是二三十个点

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有时候玩自动货币的还容易玩合约加杠杆

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所以这个就亏光了

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知道吗

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因为我见了太多人亏光了

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所以我们对这玩意根本就不感兴趣

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知道吗

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就是很趣味嘛

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但是呢不是每个人都像我们一样那么理性啊

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所以大部分的一些小灯吧

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新灯嘛老是吵起来

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你他不懂

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你比如说我们买茅台800多块钱是吧

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人家随随便买个几万股

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那你说能亏什么钱嘛

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对不对

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光股息一年股息都花不完啊

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你拿得住呀

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对不对

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老段茅台买几百个亿哈

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然后随随便便是吧

109
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那那光股息率一年二三十个点

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我们不用多400个亿的茅台

111
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20个点的股息啊

112
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因为它便宜啊

113
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150成本

114
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那一股的话分50可不是30多个点嘛

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30个点的话

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一年光分红是吧

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你想赚多少钱是吧

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只是180亿

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这他是随便捐啊

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捐不完的

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所以这嘲笑老段的人都是不懂投资的人

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这懂投资很难啊

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兄弟们了解一个公司

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你自己去想吧

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你了解一个公司没有个10年八年哈

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没有个这个经年累月咋去掉这个公司呀

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各位一个研究一个行业很难的

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就玩AI的人没有几个懂行业

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AI总共兴起了才

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才这个34年40个行业很有前途

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但是呢你又不能买贵

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知道吗

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你买贵了你一样亏啊

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你买贵了一样对吧

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一样该啊

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该被打的头破血流

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打的时候血流

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而这玩意也人没有几个赚到大钱的

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为啥本金小呀

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你总共10万块

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你翻十倍不就有100万吗

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你再说你不可能翻十倍

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我就没见过几个能拿到十倍的啊

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每个人谈他老公的时候

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他自己收里肯定没多少钱

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老登老登的特点

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就是大家知道自己在赚什么钱啊

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乐意要多少对吧

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大家对说就是5~10个点

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很很开心了

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花不完

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对不对

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你说安停电

154
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大家做企业做久了都知道

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任何事都是循序渐进

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他不可能是一蹴而就啊

157
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任何事呢都是哎顺其自然啊

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啊不可能说你今天想

159
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明天就有哪有这么好事呀

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天底下那如果说那动不动就就十倍20倍

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那那那谁亏钱啊

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对不对

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所以实际上呢

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你做到最后就是你发现这个世界上就两种人

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第一种人就是就是所谓的老登啊

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他他经过长年10年如一日的这种坚持呢

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然后真的赚了大钱

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是第二种呢

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就是就是爱学习的啊

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然后呢跟着老登呢一起在老登基础上延伸的啊

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这样也赚了大钱

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什么人赚不到钱呢

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就是天天想着哇

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曹操这个曹操那个自己不懂公司哈

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自己呢就是没有敬畏心

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身边人骂阿悠悠水平又不行

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没有一个真懂投价值投资的

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什么价值投资呢

179
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就是你了解公司的价值啊

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知道多少钱该买

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买了这钱之后呢

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知道他大概的活率多少

183
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然后拿得住啊

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这个总价值投资了

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就你了解他公司未来的10年的现金流哈

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然后拿了多长时间能够回本是吧

187
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然后能够坚持多久

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你懂了这个逻辑呢

189
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你就懂投资了

190
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但是呢有几个这种所谓的新能小能懂呢

191
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去年买这个帕瓦特

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买这个啊

193
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人米雪冰城啊

194
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买这些不都要胆了吗

195
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等我每次看到黑标展

196
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我就说你们没必要去追高

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知道吧

198
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好工作很多

199
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便宜了很多

200
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你有股息心态啊

201
00:05:18,579 --> 00:05:20,259
你就想着我拿个5年十年

202
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你总比的最高强嘛对吧

203
00:05:21,980 --> 00:05:22,579
你在跑瓦特上

204
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你花300块钱买的人

205
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到现在也是腰斩的呀

206
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对不对

207
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蜜雪冰城也是呀

208
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600多飙到现在200多了

209
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所以任何人我跟你讲啊

210
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你只要是你看不上这个哈姆拉纳格的时候

211
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基本上就快危险很近了

212
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所以兄弟们啊不要嘲笑老邓

213
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老邓有钱

214
00:05:37,680 --> 00:05:39,060
老邓心态很好

215
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老登知道这个事物的规律对吧

216
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你反而你要想想你下一顿饭

217
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下个月饭在哪里吃对吧

218
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老登的股息花不完

219
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收房租

220
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他亏啥呀

221
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对不对

222
00:05:48,230 --> 00:05:49,550
买了房子就收房租的

223
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他也不想卖

224
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对不对

225
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我们哪想过卖呀

226
00:05:51,790 --> 00:05:54,209
所以兄弟们一定要啊明白

227
00:05:54,209 --> 00:05:56,449
任何事哈都有规律的对

228
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不要嘲笑别人啊

229
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一定要冷静啊对吧

230
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就像昨天晚上半导体暴跌啊

231
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我们这些老登们又开始期权策略对吧

232
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然后苹果啊

233
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谷歌的call加谷歌的靠高通的call1搜哈

234
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搜到之后再去卖put

235
00:06:09,470 --> 00:06:10,769
你自己想想啊

236
00:06:10,769 --> 00:06:11,470
对不对啊

237
00:06:11,470 --> 00:06:13,310
老登都很有策略的

238
00:06:13,310 --> 00:06:15,759
老登这是是经历过身经百战

239
00:06:15,759 --> 00:06:17,300
基本上是焦头三窟的啊

240
00:06:17,300 --> 00:06:18,839
老登是做好了最坏的打算

241
00:06:18,839 --> 00:06:21,579
以及啊对人性的理解是很深刻的

242
00:06:21,579 --> 00:06:23,540
老登啊经历了很多打击

243
00:06:23,540 --> 00:06:27,439
然后不太会羡慕那些所谓的啊111夜十倍

244
00:06:27,439 --> 00:06:29,608
哼不太羡慕那些是吧

245
00:06:29,608 --> 00:06:31,608
动不动看到暴涨就激动的

246
00:06:31,608 --> 00:06:32,769
我们从来不激动哈哈

247
00:06:32,769 --> 00:06:35,050
我们看到别人激动的时候

248
00:06:35,050 --> 00:06:37,209
我们就觉得哇这个事快完了啊

249
00:06:37,209 --> 00:06:38,290
我们看别人思路的时候

250
00:06:38,290 --> 00:06:39,930
我们觉得哇这个事又要行了

251
00:06:39,930 --> 00:06:40,889
我们这种人啊

252
00:06:40,889 --> 00:06:42,399
我们是孤独的

253
00:06:42,399 --> 00:06:44,740
独立的在一个山里面思考的人啊

254
00:06:47,079 --> 00:06:48,040
兄弟们相信我

255
00:06:48,040 --> 00:06:48,720
当然了

256
00:06:48,720 --> 00:06:49,819
老登也喜欢喝酒啊

257
00:06:49,819 --> 00:06:51,579
喝酒的人不是说坏

258
00:06:51,579 --> 00:06:52,839
各位不是说不行

259
00:06:52,839 --> 00:06:54,439
各位喝酒容易陶情啊

260
00:06:54,439 --> 00:06:55,769
陶冶情操是吧

261
00:06:55,769 --> 00:06:56,949
那总比聊强吧

262
00:06:56,949 --> 00:06:59,350
你个喝个咖啡还不如自己喝个小酒呢

263
00:06:59,350 --> 00:06:59,769
对不对

264
00:06:59,769 --> 00:07:01,670
又又又陶冶情操啊

265
00:07:01,670 --> 00:07:03,189
又可以哎互算一下啊

266
00:07:03,189 --> 00:07:03,829
多开心啊

267
00:07:03,829 --> 00:07:06,000
兄弟们看我一个人好看

268
00:07:06,000 --> 00:07:07,360
小孩都那休息去了

269
00:07:07,360 --> 00:07:09,300
我一个人在这个哈湖边上

270
00:07:09,300 --> 00:07:10,319
你看这崇山峻岭

271
00:07:10,319 --> 00:07:13,480
你看这这这这这刚看到人家攀岩啊

272
00:07:13,480 --> 00:07:15,240
这现在又回到了这个湖边啊

273
00:07:15,240 --> 00:07:16,560
你看那种安静哈

274
00:07:16,560 --> 00:07:18,540
这种这种感觉哈

275
00:07:18,540 --> 00:07:20,360
这种心旷神怡啊

276
00:07:20,360 --> 00:07:22,160
这种哇简直了

277
00:07:22,160 --> 00:07:22,759
兄弟们

278
00:07:22,759 --> 00:07:24,740
我真的很喜欢一个人爬山呀

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