中年以后两次最重要的选择

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刚才还有个兄弟问我说

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权哥啊

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我是加茅台

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加腾讯该怎么选

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因为确确实实茅台也是跌了45年嘛

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腾讯呢也是跌了

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哼

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腾讯呢现在40%了

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实际上我这么给大家讲哈

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它不是茅台和腾讯的问题

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是你有没有能力选择全球最好的公司的

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问题是你选了之后

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你有没有能力买的问题

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你有没有美元dollar的问题

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他不是在于说哪个公司知道吗

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就像过去的45年

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买房的全部腰斩了

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买A股的价值投资的都要单

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他为啥呀

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他不是你的投入能力

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各位他是这个公司本身

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他没有办法按照他自己的意愿去操作

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他随便举个例子哈

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就像就像腾讯这家公司啊

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各位为什么我去年5月份我说腾讯我清仓了

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我今年就是400多万买了一点点还不多

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但是我清仓的时候

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我是大仓位

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拼刀之后买了谷歌直接翻倍了啊

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今年又稍微400多接了点

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腾讯也跌了

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跌了不少

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十几个点了吧

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十个点对

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这就是我跟你讲

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为什么谷歌它能翻倍

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腾讯它一直跌呢

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为什么腾讯视VP1过去的就是比腾讯啊

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一直是哈低估的

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meta都是20多倍了

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为什么估值这么低呢

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就我跟你讲

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腾讯这家公司有它的致命的问题是什么呢

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就他他真的是封号太严重了

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都就国内的互联网企业

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没有一个考虑这些用户啊

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或者说商家

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或者说维护这些商家利益的一个都没有

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他只不会给你他自己的利益

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保证他自己呢不会被打击

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至于说你这些啊

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这些辅助于他这个生态的小商家

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小商业人

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那你根本就不在他的考虑范围之内

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美国的这些公司呢

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比如说像谷歌

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它的文化是不作恶

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中国的这些中概它的模式是什么呢

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是听话啊

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活着各位就活着

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你就像马化腾这么有钱

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几千个亿

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他也是活着

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各位真的啊

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我如果说我还挺佩服马云的哈

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我马化腾我一点都不佩服他

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就这个工差跌到十倍也属于正常

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为啥呢

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他没有担当

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你懂了吗

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他完全是没有任何担当

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他只是明哲保身

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就国内的公司有一个算一个全是这种货色

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所以我经常讲

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我说你能不买冬盖

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最好不要碰冬盖

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你实在没得选啊

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你说我就捡个便宜货

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那你也做好这几年不涨的准备

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因为这些公司在国外看来都是垃圾

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国外人不会选中盖的哈

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就是正规的美国的红人不会砍

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买中盖都是中国人

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大家为什么不会买中盖呢

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就是觉得他没有长期投资价值

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它只有投机价值哈

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就是哎便宜点买挣钱就卖

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你只有这样你的中券商你才会体验好一点

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因为这些企业他说难听点

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他看不到未来

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但说难听点

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就那些老板他都不知道自己将来会怎么样子

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对吧

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说被罚1000亿

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他就老老实实教啊

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说不让你去啊

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说什么你就不能说啊

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说让你禁言禁言

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他就没有办法左右自己的命运

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你连一个连自己的命运左右不了的公司

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那老外怎么会投资你呢

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各位所以说你们但凡买多盖

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你要记住

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我原来说的三个逻辑

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第一个逻辑呢绝对的便宜哈

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一定绝对便宜

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买要像拼多多

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我说18块钱买对吧

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我后来是180卖掉啊

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18就可以

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然后呢后面我又买了点

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我现在拼多多

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我全是利润

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第二个呢腾讯也是我

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腾讯也是利润

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因为我去年腾讯赚了一波

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我就清仓了

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其实那个时候当时还有很多人嘲笑我啊

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说钱哥你这个啊外多行商

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腾讯怎么怎么的

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后来涨了600对

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那个不是该我赚的钱

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我买了任何公司都翻倍了

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所以来讲我在快手上去年赚钱了呀

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对不对

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那你的腾讯赚了吗

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没赚腾讯呢基本上都亏回去了

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其实这个公司他就是一个没有担当

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没有责任感

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没有任何勇气啊

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去为民请愿的分一个公司

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知道吗

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他只会说咱那小马哥那个人

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你看他除了抄啊

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除了这个呵

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除了听话

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除了迷在保身

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他什么也不会说

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在腾讯没有给社会带来任何的前景的东西

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他只是说哎呦我产品做的好

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我会赚钱对吧

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他只是个会赚钱的公司

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而不是说有担当

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有责任感

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有使命的公司

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没有中国的互联网公司

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没有使命就赚钱

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所以呢所以大家要看清中盖的这个本质啊

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就是哼哼他绝对是没有选择的能力啊

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我跟他讲

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我说我说如果用十几年啊

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我评价我做最重要的事两件事

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第一个的移民啊

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这个事是我从18年来到美国之后呢是吧

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立马做了个决策啊

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以前确太痛苦了

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各位第二个呢就是资产配置

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这我从22年做分享

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我以来我一直讲的哈

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说的我在中国的资产都腰斩了房子

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那那那随便一一层办公三四千万买了多少房子

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全部腰斩了

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对我也损失很大

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那几千万肯定损失掉了嘛

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那第二个呢

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但是我在美国的资产

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把亏的钱全部多少倍赚回来了

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你看我20年在优化上买了房

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还挣值了十五十%呢

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你想想是不是那个那个基数很大的呀

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那一套现在是哼哼六七百万刀了

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所以很多时候你说是他妈的努力的问题吗

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不是就是选择的问题就选对了

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其他这东西也不是说命好啊

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就是我的逻辑是这样

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比如说我这个人嫉恶如仇懂吗

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我嫉恶如仇

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因为我是一个没有资源的人

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没有背景的人

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专业从小到大你只能靠自己一个人

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做对了决策好你就出来了

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做错了你就回去了

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所以我在做决策的时候

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我总是嫉恶如仇

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我每次想起来他妈的这个抖音抖音的

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你知道那个腾讯当时封我号封了多长时间吗

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我去年我去上腾讯

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就是因为他把我的号直播权限封了20年

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实物权限啊

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谁封了20年

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我靠我说你疯了吗

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我靠我我都没直播过

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给我封20年

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我不就是说话直接点嘛

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所以当时我就把腾讯清了

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很多人还说全给你一西红柿

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你看我这个权哥那个号上

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你说说我去腾讯当时清仓的那个视频

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下面多少人在在冷火热炒一下啊

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说你这500多清仓

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哼

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600多的时候

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还有人说你亏了吧

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你现在呢不卖

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这人现在亏肿了吧

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嘿嘿嘿嘿

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所以我告诉你啊

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中国人哈就是以我这个年就是跟他讲哈

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没有受过毒打的哈

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就没有像我这种受过毒打

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那种这种痛的深刻体验的人啊

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他们的话你是不能听的

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而且这种人他必须反拼了以后才会认同我

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就像我从创业以来哈

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招的那些员工

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接触的那些生意人啊

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包括哈呀

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随便哼

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我告诉你所有人哈

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我现在看人看的很准啊

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但凡这个人对他没有受过那种痛

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他没有受过毒打

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他都没有敬畏心

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一旦受过毒打

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他绝对不可能像我一样东山再起

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为啥呢

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嘿嘿我这个人还是骨头比较硬的哈

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就你打了我

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我就他妈记仇超高大

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谁他妈欺负过我哈

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谁他妈的伤害我我都记得

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我记仇

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不是我想打他

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我不想反馈他

235
00:06:22,069 --> 00:06:24,360
所以我下次遇到这种拉逼的时候

236
00:06:24,360 --> 00:06:25,480
我一定要躲得远远的

237
00:06:25,480 --> 00:06:25,879
知道吗

238
00:06:25,879 --> 00:06:27,240
我这个人是这种嫉恶如仇

239
00:06:27,240 --> 00:06:28,680
我不是说我要报仇啊

240
00:06:28,680 --> 00:06:29,639
那没没没没

241
00:06:29,639 --> 00:06:30,680
后来呢伤害我的人

242
00:06:30,680 --> 00:06:31,160
我见了他

243
00:06:31,160 --> 00:06:32,360
我都没有怎么说过话哈

244
00:06:32,360 --> 00:06:33,319
我就不说了

245
00:06:33,319 --> 00:06:34,360
后来很多人给我道歉

246
00:06:34,360 --> 00:06:35,339
我说我不接受道歉

247
00:06:35,339 --> 00:06:37,009
对我说我我跟的

248
00:06:37,009 --> 00:06:37,329
就医生

249
00:06:37,329 --> 00:06:38,930
你妈老子永远不会跟你打交道

250
00:06:38,930 --> 00:06:39,629
我不会

251
00:06:39,629 --> 00:06:40,649
我不会说报复他

252
00:06:40,649 --> 00:06:41,129
报复啥呀

253
00:06:41,129 --> 00:06:41,709
有啥用啊

254
00:06:41,709 --> 00:06:42,449
你报复他干啥

255
00:06:42,449 --> 00:06:43,009
他会那么差

256
00:06:43,009 --> 00:06:43,750
对不对

257
00:06:43,750 --> 00:06:44,970
靠近它

258
00:06:44,970 --> 00:06:45,589
它靠近你

259
00:06:45,589 --> 00:06:46,699
你觉得很晦气

260
00:06:46,699 --> 00:06:47,500
我跟你讲吧

261
00:06:47,500 --> 00:06:49,160
中间那个我在科技市场的时候

262
00:06:49,160 --> 00:06:50,800
那那那羞辱过我的那些保安

263
00:06:50,800 --> 00:06:52,420
我后面我都哎呀

264
00:06:52,420 --> 00:06:54,899
我有时候喝完酒我都想找他说两句

265
00:06:54,899 --> 00:06:56,560
后来想他们也很可怜对吧

266
00:06:56,560 --> 00:06:57,839
我就不理他们就完了呗

267
00:06:57,839 --> 00:06:59,660
所以后来包括我在举报我的那些人

268
00:06:59,660 --> 00:07:00,459
我都知道

269
00:07:00,459 --> 00:07:01,100
后来他们也知道

270
00:07:01,100 --> 00:07:02,300
我知道了都给我道歉

271
00:07:02,300 --> 00:07:03,139
我说你不要给我道歉

272
00:07:03,139 --> 00:07:04,370
我说我不给交流

273
00:07:04,370 --> 00:07:05,589
我不就是的道歉

274
00:07:05,589 --> 00:07:08,189
我说他妈的大家不是一路人聊什么呀

275
00:07:08,189 --> 00:07:09,730
所以你看我这一年

276
00:07:09,730 --> 00:07:12,850
我最大的优点就是我知道这个人是个

277
00:07:12,850 --> 00:07:15,470
或者说他就是这公司是个

278
00:07:15,470 --> 00:07:18,158
或者这些人他妈的连狗都不如的时候

279
00:07:18,158 --> 00:07:19,918
我就我就说那天我再也不会碰它

280
00:07:19,918 --> 00:07:21,718
你知道吧啊当然了

281
00:07:21,718 --> 00:07:22,119
你说腾讯

282
00:07:22,119 --> 00:07:23,790
我今年买它一点不多

283
00:07:25,170 --> 00:07:26,350
就他妈买的不多

284
00:07:26,350 --> 00:07:27,230
还亏10%

285
00:07:27,230 --> 00:07:28,029
你像这种垃圾

286
00:07:28,029 --> 00:07:29,790
我靠就他娘的这些公司

287
00:07:29,790 --> 00:07:32,699
他没有任何的长期的哈

288
00:07:32,699 --> 00:07:34,139
能突破的像美股一样哈

289
00:07:34,139 --> 00:07:35,110
像马斯克这种

290
00:07:35,110 --> 00:07:36,790
有的时候马斯克真的是个英雄啊

291
00:07:36,790 --> 00:07:38,470
你看马你看美国这些企业

292
00:07:38,470 --> 00:07:39,250
无论是谷歌

293
00:07:39,250 --> 00:07:40,889
他真的是为了改变人类

294
00:07:40,889 --> 00:07:41,709
他真的有愿景

295
00:07:41,709 --> 00:07:42,490
有梦想

296
00:07:42,490 --> 00:07:43,610
腾讯有啥呀

297
00:07:43,610 --> 00:07:47,430
除了他妈的抄抄了他娘的畏缩畏畏缩缩

298
00:07:47,430 --> 00:07:49,829
他丫的你不敢说一句话

299
00:07:49,829 --> 00:07:51,298
他有啥吧

300
00:07:51,298 --> 00:07:53,858
切我觉得马云这个人我还是真的骨子里面

301
00:07:53,858 --> 00:07:55,439
我觉得马云真的这个人

302
00:07:55,439 --> 00:07:56,899
你再过几百年

303
00:07:56,899 --> 00:07:59,139
马云在中国历史上也会写入史册的这个人

304
00:07:59,139 --> 00:08:00,310
他绝对是个历史英雄

305
00:08:00,310 --> 00:08:04,139
马化腾在历史上写下来就是一个会赚钱

306
00:08:04,139 --> 00:08:06,019
其他的哼啥也没了

307
00:08:06,019 --> 00:08:07,939
黄峥会压榨回波区

308
00:08:07,939 --> 00:08:08,939
啥也没了

309
00:08:08,939 --> 00:08:09,819
赵一鸣

310
00:08:09,819 --> 00:08:11,100
嘿嘿嘿

311
00:08:11,100 --> 00:08:11,720
会赚钱

312
00:08:11,720 --> 00:08:12,629
会整合

313
00:08:12,629 --> 00:08:13,569
但是提起马

314
00:08:13,569 --> 00:08:14,670
提起马云来

315
00:08:14,670 --> 00:08:15,810
底层人的英雄

316
00:08:15,810 --> 00:08:18,310
哈哈虽然马云也做了很多超市

317
00:08:18,310 --> 00:08:20,329
那最起码人家发生了呀对吧

318
00:08:20,329 --> 00:08:22,370
人家再过十几年提起马云来

319
00:08:22,370 --> 00:08:25,480
我觉得那那你可能是小马哥马化腾

320
00:08:25,480 --> 00:08:27,680
小马可能在地板上被人摩擦

321
00:08:27,680 --> 00:08:31,279
但是马云呢会真的会被老百姓反复的提及的

322
00:08:31,279 --> 00:08:32,730
就是感觉马云他这个人

323
00:08:32,730 --> 00:08:35,129
他在中国老百姓心目中的形象

324
00:08:35,129 --> 00:08:37,409
比马化腾那可能要好上一百两百倍了

325
00:08:37,409 --> 00:08:38,490
那绝对不一样啊

326
00:08:38,490 --> 00:08:41,830
虽然说现在阿里巴巴市值远远不如腾讯啊

327
00:08:41,830 --> 00:08:45,269
但是他的马马云当年的这种情怀

328
00:08:45,269 --> 00:08:47,350
这种精神实际上还是可以的

329
00:08:47,350 --> 00:08:49,909
虽然说后来马云他对这个股东呢也伤害了很多

330
00:08:49,909 --> 00:08:52,649
但最起码你是一个企业家啊

331
00:08:52,649 --> 00:08:54,299
你是愿意说话的

332
00:08:54,299 --> 00:08:56,259
你是真能激发别人梦想的

333
00:08:56,259 --> 00:08:57,580
而不是像马哥似的

334
00:08:57,580 --> 00:08:59,860
那些游戏你害了多少年轻人呀

335
00:08:59,860 --> 00:09:02,899
你真的让多少人小孩近视啊

336
00:09:02,899 --> 00:09:04,519
倾家荡产辍学

337
00:09:04,519 --> 00:09:06,480
说真的就是做游戏发家的

338
00:09:06,480 --> 00:09:08,639
这些人他妈个顶个都他妈垃圾

339
00:09:08,639 --> 00:09:09,159
你知道吧

340
00:09:09,159 --> 00:09:09,870
就这些人

341
00:09:09,870 --> 00:09:10,389
当然了

342
00:09:10,389 --> 00:09:12,590
他没有一个真的长期长期的说

343
00:09:12,590 --> 00:09:15,830
哎呀你你要是真他妈的有情怀

344
00:09:15,830 --> 00:09:16,350
你就别干

345
00:09:16,350 --> 00:09:17,009
对不对

346
00:09:17,009 --> 00:09:18,090
这不简单了吗

347
00:09:18,889 --> 00:09:21,029
所以所以我给大家讲

348
00:09:21,029 --> 00:09:24,539
就是我的人生命运是因为我嫉恶如仇

349
00:09:24,539 --> 00:09:25,419
我才改变的

350
00:09:25,419 --> 00:09:27,328
所以我对垃圾我永远说不

351
00:09:27,328 --> 00:09:28,688
我对垃圾永远说不

352
00:09:28,688 --> 00:09:29,369
我对加拿大不认

353
00:09:29,369 --> 00:09:30,328
我永远说不对吧

354
00:09:30,328 --> 00:09:31,129
我对这种不公平的事

355
00:09:31,129 --> 00:09:33,330
我永远说不只有因为这样

356
00:09:33,330 --> 00:09:34,549
我才能一次选对

357
00:09:34,549 --> 00:09:35,549
不是因为其他的

358
00:09:35,549 --> 00:09:36,649
我还那句话

359
00:09:36,649 --> 00:09:37,710
没我的命运

360
00:09:37,710 --> 00:09:39,370
没有一个被别人改变的

361
00:09:39,370 --> 00:09:41,129
没有人能没有人能帮助我

362
00:09:41,129 --> 00:09:41,649
说真的

363
00:09:41,649 --> 00:09:44,230
我的人生所有选择全靠自己

364
00:09:44,230 --> 00:09:44,809
全靠

365
00:09:44,809 --> 00:09:45,970
因为受到伤害之后

366
00:09:45,970 --> 00:09:46,690
远离远离

367
00:09:46,690 --> 00:09:47,330
远离逃避

368
00:09:47,330 --> 00:09:49,529
逃避逃避突围突围突围

369
00:09:49,529 --> 00:09:50,909
一步步走到现在

370
00:09:50,909 --> 00:09:53,470
所以呢哼切切哈

371
00:09:53,470 --> 00:09:54,909
功夫不负有心人啊

372
00:09:54,909 --> 00:09:56,929
16年两件事

373
00:09:56,929 --> 00:09:58,590
无论是资产配置和移民

374
00:09:58,590 --> 00:10:02,159
这这两件事就就改变了我们后半生的命运

375
00:10:02,159 --> 00:10:03,460
如果呵呵

376
00:10:03,460 --> 00:10:05,039
如果没有这两件事

377
00:10:05,039 --> 00:10:05,879
各位我

378
00:10:05,879 --> 00:10:07,320
我真的要回到解放前了

379
00:10:07,320 --> 00:10:09,259
和在座的大家都一样

380
00:10:09,259 --> 00:10:10,799
啥也没了

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