独立思考坚持判断

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今天美股账户创了历史新高啊

2
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兄弟们

3
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也不枉我这几个月呢苦口婆心的一直在分享

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特别是洗浴中心

5
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今天终于扬眉吐气了

6
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实际上我一直讲的逻辑是什么呢

7
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就是需求趋势啊

8
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以及估值

9
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这个是很多兄弟没有理解的啊

10
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他们在痛苦的时候呢

11
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选择了清仓啊

12
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选择了放弃

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选择了买那些长得好的

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没想到一个反转

15
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所有的损失全部回来了

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这也是我最近一两个月反反复复

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反反复复强调的

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这事一定要拿得住

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因为就在某个时刻

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这些趋势和业绩会证明自己是对的

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因为它确实很便宜

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实际上就像人一样哈

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这个人的一生呢

24
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你说怎么做是完全对的

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不可能的

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你总是不被人认可

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但有一天呢当你好的时候

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就说人多来认可你的时候

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你会发现你也不需要别人认可了

30
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这就是人生的一个稳定期啊

31
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在你最需要的时候

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所以你说人生是不是一个很有意思的事啊

33
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在为什么我喜欢徒步的原因啊

34
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我必须要给任何人证明自己啊

35
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我只需要按照自己的思路来就可以了啊

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只不过我在分享投资过程里面

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我还是力求呢让很多人理解

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我还是希望有些钱呢

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既然有机会赚到

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你干嘛不赚呢

41
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就我人生的每个经历一样的啊

42
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我经历了很多的挫折

43
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经历了很多的

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不然你瞧不上看不起啊

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或者说啊就是不被人认可吧

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俺举个简单例子

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创业的时候哈

48
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上学的时候啊

49
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包括在创业过程里面总是这样的

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对你也知道这个世界上想明白的人很少啊

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大部分人一辈子呢碌碌无为的原因

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并不是缺少机会

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而是在机会来的时候

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他看不清楚

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他不知道这次机会还是陷阱

56
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或者他没有下重注

57
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或者他呢就没有去有这种认真的反思能力啊

58
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比如说我上学的时候啊

59
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我就说有一天我会成为亿万富豪

60
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上7年级嘛

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我们班的同学哄堂大笑啊

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那天我们班主任正好没来上课啊

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班长让大家每个人设计的梦想

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我为什么会酒店

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我将来会很有钱呢

66
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因为我看了那个戴尔卡耐基的成功学全书哈

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我就发现啊

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这个戴反人机呢

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他的激情和我内心的是一致的啊

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以至于说后来很多人说我很偏执

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其实成功者都是很偏执的

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不偏执不可能成功

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如果大家都知道哪里有黄金轮不到你了

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所以我很笃定我一定会很有钱

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所以我从初中开始上高中

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也把所有的名人战绩啊

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富豪的这种成功经历呢反复的看好多遍

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每一个富豪发家史

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灾难史了如指掌

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烂熟于心

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每一个生意的类型烂熟于心

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实际上我没有什么天赋啊

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但是因为我见的多

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我看的多

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我实战的多

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所以这是唯一的我能够很笃定的原因啊

87
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而不是前瞻性

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没有前瞻性

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很固化

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很固执

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很固执

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一个人啊

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就像我最近这两个月反复讲数据中心一样的

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我说最后会轮到数据中心哈

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GPU涨完

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内存涨啊

97
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内存涨完啊

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液冷档

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液冷涨完

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换模块涨

101
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最后呢发现高速公路收费站岗

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因为这些东西就是高速公路收费站

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因为你所有的装到这条路上的所有的成本

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最后呢买单的人都要给高速公路付费

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这就是一个最根本的逻辑

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很简单的逻辑

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很简单的趋势

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其实我讲了很多事

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但是呢所有的人都是在股价跌的时候呢

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产生了质疑

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为什么呢

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因为他不相信嘛

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他没有逻辑嘛

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所以这就是人性

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各位当然了

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我也很感谢这些人啊

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要不然的话我怎么买的更多的筹码呢

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我也没有更多的机会买到便宜的筹码是吧

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实际上我赚了很多钱都是别人丢盔弃甲的钱啊

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别人放弃掉的钱啊

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别人看不上的钱

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那这个呢就是啊全给了我了

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所以这个也是感谢那些啊

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那些没有熬住的兄弟们啊

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感谢你们便宜的筹码啊

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给我贡献了源源不断的利润

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然后呢你们在亏钱的时候啊

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你们也要想一下啊

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就是为什么哈亏损的总是你

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实际上我说那我见过所有的聪明人啊

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各位教了很多很多聪明人

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比如说啊上高中的时候啊

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我们班里很多聪明人啊

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喜欢给老师拍马屁的啊

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上大学的时候啊

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那些人为了一个党员

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一个党标啊

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陪着队长打牌的啊

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工作的时候呢啊很多聪明人呢现在给老伴啊

140
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给老板拍了拍马屁的啊

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我印象最深的是我们上大学的时候

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那些同学呢啊为了给啊辅导员啊

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队长啊搞好关系啊

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为了拿一个拿一个党标啊

145
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不惜出卖尊严啊

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这个领导呢啊彻夜打牌

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忽然荒废了自己的时间

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我的选择是什么呢

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看书啊

150
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每天去新华书店啊

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学校图书馆

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把学校图书馆看完

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去新华书店看

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把消华书店的感兴趣看完呢

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哈哈继续换书上看

156
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以至于说我上高中3年

157
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大学几年呢

158
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基本上所有时间不是看书就是看书

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以至于后面的我的独立思考能力

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全是通过看出来的

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但是很多兄弟呢在上大学的时候呢

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为了所谓的别人的认可呢

163
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牺牲了自己宝贵的时间

164
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各位这是真的

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你知道吗

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我上学时我们班里好多聪明人来对档对吧

167
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然后呢好像看起来很有领导力

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好像好像看起来这说话头头是道

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好像看起来那啊个人很有魅力

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实际上我给大家讲啊

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都是一些表象的嘛

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都是表象

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他只是为了一种虚荣心啊

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或者说哎让别人看起来他好像说的有道理罢了

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实际上没有什么道理的

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各位你最终所有的事呢一定要做给自己看

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不要作为任何人看

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你但凡作为任何人看呢

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你都会发现是你自己呢是自己骗自己啊

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这个也是给大家讲啊

181
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就是投资这个事啊

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后来在工作的时候呢

183
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工作的时候也是一样的啊

184
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比如说我在步步高的时候

185
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包括步步高那些啊

186
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同事们呢为了老板的满意啊

187
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夜总会酒吧啊

188
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拍马屁和话术一套一套的

189
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我那埋头干活啊

190
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基本上是吧

191
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也不也不去表达是吧

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只是干活

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业绩也回收第一名

194
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但是好事轮不上我

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我因为我不争取嘛

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但当我创业的时候

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我发现他妈的创业比打工强多了

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因为创业的时候呢是吧

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不需要给任何人解释

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到后面我做IP

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我做投资

202
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我发现比创业强多了

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创业你还得管人啊

204
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做IP的话

205
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赚了钱往兜里一放啊

206
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你不用给任何人分

207
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真的各位啊

208
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我为什么我这么喜欢IP

209
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还有投资啊

210
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不用给任何人分啊

211
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你这创业你有几百个人

212
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你要跟所有人分钱

213
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什么概念呢

214
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你要分给他的时候呢

215
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你还要给他们讲啊

216
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为什么这钱怎么来的哈

217
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怎么样赚的更多哈

218
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怎么样呢

219
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这个啊将来呢有更好的机会啊

220
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这没有啊

221
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去做生意也要规避风险

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因为实际上呢你知道它不是那块料啊

223
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但是呢你不得不讲这个过程呢

224
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其实你是很消耗的

225
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但是有一天我不需要讲了

226
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就因为我做投资了嘛

227
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做IP了嘛

228
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做IP啊也需要讲啊

229
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因为我做我这个模式呢

230
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别人买我的产品哈

231
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我要给他分析

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实际上我跟你讲

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有的时候啊我分析都分析烦了

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因为因为有些东西是常识很简单

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知道吗

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就是我讲了很多遍

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如果他用心看

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他看懂了

239
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其实说真的啊

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我不是说我是投资大师啊

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但我觉得是实战专家

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我那些实操经验

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我在创业过程里面经历的是

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投资里面经历的任何实操经验

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对一个人都是宝贵的财富

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00:07:35,970 --> 00:07:37,800
因为你我敢打赌哈

247
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就是大部分人经历我的经历之后

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一定是还能像我一样是吧

249
00:07:41,569 --> 00:07:42,970
还能够这么乐观

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大部分人都已经放弃掉了

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我看我很肯定的原因在于说

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因为我身边的人都趴下了对吧

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至少比我条件差的人

254
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没有几个能坚持到现在的

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但是呢我还是很开心的坚持了

256
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这个也是呵给大家讲哈

257
00:07:57,870 --> 00:08:00,269
因为这个这个这个阅历呢

258
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包括这个经历呢

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我是一个人做过来的

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所以在做IP过程里面呢

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00:08:05,119 --> 00:08:06,538
知道很多人为什么亏

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00:08:06,538 --> 00:08:07,999
也知道他为什么赚不到钱

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00:08:07,999 --> 00:08:11,120
也知道他为什么他的财富啊很容易停滞不前

264
00:08:11,120 --> 00:08:12,720
但是呢他不知道啊

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00:08:12,720 --> 00:08:14,158
他很难去get到我的点

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00:08:14,158 --> 00:08:15,639
当我给他说清楚了之后呢

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他可能说OK那是这样的

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00:08:17,819 --> 00:08:20,238
所以我就给大家讲的很清楚嘛

269
00:08:20,238 --> 00:08:21,959
所以这个呢也是给大家讲

270
00:08:21,959 --> 00:08:23,778
就是投资这个事呢

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00:08:23,778 --> 00:08:26,199
他是对思考能力要求极高的是吧

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00:08:26,199 --> 00:08:28,199
但凡是你能想明白我说的是什么道理呢

273
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你就很容易投资上赚到大钱了

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00:08:31,088 --> 00:08:34,288
对还有一个呢就是其实赚钱也不需要熬

275
00:08:34,288 --> 00:08:34,629
知道吗

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00:08:34,629 --> 00:08:35,818
就是你懂

277
00:08:36,139 --> 00:08:36,979
简单来讲啊

278
00:08:36,979 --> 00:08:40,599
就是啊一个数据中心业务你只要懂就行了

279
00:08:40,599 --> 00:08:41,619
懂是什么呢

280
00:08:41,619 --> 00:08:43,419
你不要钻牛角尖

281
00:08:43,419 --> 00:08:45,340
你也不要说我对啊

282
00:08:45,340 --> 00:08:47,649
每个小细节啊都要是

283
00:08:47,649 --> 00:08:49,169
然后这不用改啊

284
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你只需要对大的框架

285
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大的方向啊

286
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大的思路不要出偏差

287
00:08:54,899 --> 00:08:56,299
公式没那么容易改变的

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00:08:56,299 --> 00:08:58,720
真的就是你抓住不变的啊

289
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抓住不变的变化的东西呢

290
00:09:00,679 --> 00:09:02,360
偶尔看看就行了啊

291
00:09:02,360 --> 00:09:04,059
这一点呢是很多兄弟也不具备的哈

292
00:09:04,059 --> 00:09:06,360
我在这里也是给大家讲讲啊

293
00:09:06,360 --> 00:09:08,809
赚大钱呢其实其实很简单

294
00:09:08,809 --> 00:09:11,389
你主要是啊能不能有赚大钱的思维

295
00:09:11,389 --> 00:09:12,379
这个很重要

296
00:09:12,379 --> 00:09:13,299
对真的啊

297
00:09:13,299 --> 00:09:14,700
就是我很清楚啊

298
00:09:14,700 --> 00:09:19,940
就是我个人能力呢其实啊就是做来批之后哈

299
00:09:19,940 --> 00:09:22,139
再来再加上投资之后

300
00:09:22,139 --> 00:09:25,629
我个人呢呵财富值不用担心对吧

301
00:09:25,629 --> 00:09:26,549
肯定会越来越好的

302
00:09:26,549 --> 00:09:29,350
只不过呢我还是希望呢我在讲的过程里面

303
00:09:29,350 --> 00:09:30,840
很多人能听懂是吧

304
00:09:30,840 --> 00:09:33,500
你能跟着一起发点财赚点钱不好吗

305
00:09:33,500 --> 00:09:36,080
最起码呢啊少走很多冤枉路啊

306
00:09:36,080 --> 00:09:41,019
最起码能是吧能够呵跟着去跟着去喝点

307
00:09:41,019 --> 00:09:42,179
喝点汤也可以啊

308
00:09:42,179 --> 00:09:43,940
那这个呢是给大家分享啊

309
00:09:43,940 --> 00:09:46,529
就是任何时候呢不要为了别人啊

310
00:09:46,529 --> 00:09:49,009
不要为了别人的认可而去做什么啊

311
00:09:49,009 --> 00:09:51,929
一定要为了自己是为了自己的想法的变现啊

312
00:09:51,929 --> 00:09:53,399
为了证明自己是啊

313
00:09:53,399 --> 00:09:55,080
为了去验证自己的思路啊

314
00:09:55,080 --> 00:09:58,679
为了让自己呢啊能够一次再一次的呢对吧

315
00:09:58,679 --> 00:10:00,259
抓住好机会啊

316
00:10:00,259 --> 00:10:02,970
为了让自己呢哈每一次决策呢啊

317
00:10:02,970 --> 00:10:04,409
投入能力上个大台阶哈

318
00:10:04,409 --> 00:10:08,110
为了自己呢啊能够有一天呢啊给啊

319
00:10:08,110 --> 00:10:09,730
让别人看你的时候呢

320
00:10:09,730 --> 00:10:12,149
哈哈哈哈仰视你

321
00:10:13,649 --> 00:10:14,649
说这么多呢

322
00:10:14,649 --> 00:10:15,990
这下我要讲的意思是什么呢

323
00:10:15,990 --> 00:10:19,720
就是投资呢真的是普通人最能够逆天

324
00:10:19,720 --> 00:10:21,059
逆天改命的事啊

325
00:10:21,059 --> 00:10:22,259
感谢兄弟们啊

326
00:10:22,259 --> 00:10:24,639
今天啊账户新高

327
00:10:24,639 --> 00:10:25,139
唉

328
00:10:25,139 --> 00:10:27,058
天真的是想一想

329
00:10:27,058 --> 00:10:28,458
人生真的很美好

330
00:10:28,458 --> 00:10:30,159
人生真的很美好呀

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