有最好的不选次好的

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大部分人一辈子赚不到钱呢

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主要是他没见过世面

3
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他不会对比

4
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你看我经常分析美股啊

5
00:00:08,470 --> 00:00:10,210
因为我为什么经常讲美股呢

6
00:00:10,210 --> 00:00:12,490
因为美股呢确实是商业模式

7
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比A股的大部分模式好很多

8
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我将讲一个理念啊

9
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就是你同类公司

10
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你对比完同样的商业模式

11
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你买便宜的啊

12
00:00:20,748 --> 00:00:21,829
同样的你估值呢

13
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你买商业模式好的是吧

14
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你同样的商业模式

15
00:00:24,820 --> 00:00:25,500
同样的估值呢

16
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你选股东回报高

17
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然后管理层靠谱的

18
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这是一个基本的概念啊

19
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你看我今天我来到海边啊

20
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我给大家讲什么叫钓鱼

21
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去有地方钓啊

22
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你看我昨天呢带着小孩去钓鱼

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我拿了一个破杆

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有12米的杆

25
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然后就接了个线

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基本上不专业嘛

27
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就随便选了一个啊

28
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就拿着就拿着一根绳往海里一扔

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出来很多鱼呵

30
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后来那个线被那个鱼给拉跑了

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我们就玩了一会儿

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今天又来海边来

33
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你看这个是什么玩意

34
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你看那个海里面海边上啊

35
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你看这海胆吗

36
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这个是这应该是海胆吧

37
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这应该是不是海星啊

38
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这么大

39
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你看你看这海星没人要

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这玩意

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满满卡牌都是没人管

42
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钓鱼去鱼塘钓的逻辑呢就是有最好的

43
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不选吃好的对吧

44
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你看我昨天我我在一个群里面给一个兄弟讲哈

45
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因为他们没有来过美国啊

46
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他们也没有体验过美国

47
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他可能自己也没有能力啊

48
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赚美金啊

49
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啊没有能力做跨境啊

50
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啊没有能力啊

51
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就断刀了

52
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那这个人呢他很多时候他他视而不见

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各位你一定要提防身边这种人啊

54
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就是他吃不着葡萄

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说葡萄酸是吧

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他他他没有能力在北京

57
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他就说美国不好

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就是如果说哈你是个孩子

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你记住啊

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如果你父母是这种人

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你父母也不要认

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不要他了

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对你你就给钱给钱

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不要交流啊

65
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就是你很多人是这样的

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他大家有血缘关系吧

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你不可能说没没没啦

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不可能的啊

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你那你还毕竟要见面

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那你只给钱不交流

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我现在都这样

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我现在一看很多人不值得交往

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我就是啊全员关系债我给钱

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但你不要给我任何联系

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因为你会碰我的才气呢

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就是我们从来不炫耀这个东西啊

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我们是讲投资

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讲客观事实

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符合价值观

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我们不能说差的

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说好的好的

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说差的不是这样的

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就同类公司一样的估值才最好的

84
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A股很多好公司呀

85
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你看我为什么我也买了茅台很多仓位啊

86
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买了腾讯啊

87
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买了这个啊

88
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这个呃A股的很多制造业公司

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因为A股的制造业是不错的

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对制造业还是有优势的

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但是呢它大部分像科技类的是吧

92
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那上游如果上游20多倍

93
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我干嘛买下游啊

94
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对不对

95
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那上游的话那分红又好啊对吧

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商业模式又好

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毛利又高

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英伟达都50个点的纯利比茅台还好

99
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那为什么买下一位呢对吧

100
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我能买苹果

101
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为什么买产业链呢

102
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我能买英伟达

103
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为什么买产业链呢

104
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我能买这个维D技术

105
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我们买其他的不如维D的呢对吧

106
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我能买这些啊

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顶尖的这些啊

108
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英美烟草啊

109
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包括这个菲利莫瑞斯之类的哈

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为什么买这些对吧

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这贸易公司呢我的逻辑是有最好的

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不选吃好的

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这样钱你赚的舒服

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但很多人当奴才当久了啊

115
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就是他当久了之后呢

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他觉得当奴才挺好的

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各位我不知道你有没有看过鲁迅的一篇文章

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就是啊一个傻子啊

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还一个聪明人啊

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还有一个奴才

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然后那傻子呢就得给给这个啊

122
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给这个奴太太说啊

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他说你看我这个家里啊啊主人对我味道不好啊

124
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怎么克扣我是吧

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然后呢他又给聪明人讲啊

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聪明人说是吗

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哦我知道了是吧

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然后就不说话了

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但是这个奴才呢是吧

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拿起榔头就把这个哈

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这傻子拿起榔头就把人家主人家给砸了

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砸了之后呢

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奴才说哎主人主人不好啦

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有人砸我们墙了

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然后他就他就他就一报信去了

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各位这就是典型的鲁迅说的原文

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就是很多人呢他一直当奴才当久了

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然后呢他见了人诉苦

139
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然后见了人呢

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他就啊他就他就他就感觉这个不不平衡

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然后呢非黑即白啊

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对立是吧

143
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然后他从来没有享受过这个啊

144
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这个这个国民待遇啊

145
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他认为他是个人

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实际上我给大家讲啊

147
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就是人和动物的唯一区别是什么

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人和动物唯一的区别是动物是自由的

149
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各位你比如我家的狗吧

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天天出去玩

151
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是不是想去哪去哪

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对不对

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它只是唯一的没有思想

154
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但他没法说话

155
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但很多人呢还不如古人呢

156
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就他那他既没有思想

157
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他还喜欢被奴役是吧

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关在笼子里面

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然后觉得哇放笼子真安全

160
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那关东路里面是呀

161
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那随时可以宰了呀

162
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对不对呀

163
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这是动物园里的动

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物园里的那四只老虎不就是奴才吗

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对不对啊

166
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那随时可能那那老虎是它属于保护动物

167
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但是那狗它不保护啊

168
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对不对

169
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那它人它不保护啊

170
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很多人理解不了

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就是他他对自己的没有对世界没有一个认知

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知道吗

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就是就是包括朝鲜

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朝鲜世界上最幸福的人

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我就是朝鲜

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但是呢你觉得当朝鲜人最怕的是什么呀

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当草原人最怕的去了韩国

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你一旦去了韩国

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我跟你讲

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那完蛋了

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那就是我跟你讲

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这是真实的故事啊

183
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有一个发山人啊

184
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然后呢呃就就暗杀了其他人对吧

185
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然后呢这个安排完之后呢

186
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这个是被一个飞机的人全搞死了

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你去查这个新闻啊

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当时那个就是朝鲜呃

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呃韩国要举行奥运会嘛

190
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然后在那之后呢

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然后后来呢让那个韩国给抓到了

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抓了之后呢

193
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然后本来想枪毙他的

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后来说这样吧

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让他看一下韩国是什么样子的

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结果他看到韩国之后后悔的不行了

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然后主动招待了所有的罪行

198
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然后最后呢忏悔的不行了啊

199
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韩国队会也没有杀他

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作为反问

201
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要材是真实的

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各位啊

203
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这是最帅

204
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你可以网上搜索啊

205
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就是就这个奴才当久了之后呢

206
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他就是变蠢

207
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各位就是我为什么经常讲

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我这个蠢人比坏人可怕啊

209
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但是在我们身边蠢人很多

210
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就一个普通人呢很容易变成蠢人

211
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等于他奴才久了

212
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在笼子里关久了

213
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他认为这个啊饿上三天

214
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给个给个馒头吃

215
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哎呦这主人的恩赐

216
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所以你没办法

217
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就这个时代没办法知道吗

218
00:05:10,720 --> 00:05:12,439
但是呢没有人让他当奴才

219
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他还让孩子当奴才对吧

220
00:05:13,680 --> 00:05:14,279
他当久了

221
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他还让孩子一起陪他

222
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卧槽他在笼子里面呃

223
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就是任人宰割

224
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宰相

225
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他也让孩子也成为他一样的人

226
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都你这种是很可怕的

227
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知道吗

228
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所以你看我是鲁迅男

229
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为数不多的能够跳出来啊

230
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能够看世界

231
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然后能够客观的评价一些事情

232
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然后最主要什么呢

233
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我在美国赚的比在中国赚的多多了

234
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所以我经常讲

235
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我说在美国赚美元呢其实很爽的

236
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那美元的话相对来讲比人民币要好赚一点

237
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对不对

238
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但是呢我们分享的时候

239
00:05:36,439 --> 00:05:37,399
我们在有突破啊

240
00:05:37,399 --> 00:05:38,430
DK啊对吧

241
00:05:38,430 --> 00:05:38,990
然后硬试啊

242
00:05:38,990 --> 00:05:39,949
我们在全平台啊

243
00:05:39,949 --> 00:05:40,269
推特啊

244
00:05:40,269 --> 00:05:41,350
我们都分享分享原因呢

245
00:05:41,350 --> 00:05:44,319
就是那这美元肯定是相对来讲全球的钱嘛

246
00:05:44,319 --> 00:05:46,180
实际上很多人理解不了啊

247
00:05:46,180 --> 00:05:47,839
但是呢我们在发生的时候呢

248
00:05:47,839 --> 00:05:49,079
就像给一部分啊

249
00:05:49,079 --> 00:05:50,110
像我当年一样

250
00:05:50,110 --> 00:05:52,430
我当年如果有个人说哎呀权哥啊

251
00:05:52,430 --> 00:05:53,759
你这小孩挺有啊

252
00:05:53,759 --> 00:05:54,480
挺有能力的啊

253
00:05:54,480 --> 00:05:55,240
我帮你一把啊

254
00:05:55,240 --> 00:05:56,759
我我就给给你拿一支股

255
00:05:56,759 --> 00:05:57,560
帮你分点精力啊

256
00:05:57,560 --> 00:05:58,319
给你开发产品

257
00:05:58,319 --> 00:05:59,160
报个供应链啊

258
00:05:59,160 --> 00:05:59,949
给你投点钱

259
00:05:59,949 --> 00:06:01,589
如果但凡有一个点上

260
00:06:01,589 --> 00:06:02,389
他是帮了我的

261
00:06:02,389 --> 00:06:03,850
我他妈得给他1万倍的回报

262
00:06:03,850 --> 00:06:05,350
但是当时在你不行的时候

263
00:06:05,350 --> 00:06:06,790
你身边人呢他更不行对吧

264
00:06:06,790 --> 00:06:07,589
他光怕你好

265
00:06:07,589 --> 00:06:09,180
哪怕你好了之后给他对吧

266
00:06:09,180 --> 00:06:10,480
大家都差距太大了

267
00:06:10,480 --> 00:06:12,339
所以这个呢也是我给大家讲啊

268
00:06:12,339 --> 00:06:14,709
就是这个人性很可怕

269
00:06:14,709 --> 00:06:14,829
知道吗

270
00:06:14,829 --> 00:06:15,889
很人性很丑陋

271
00:06:15,889 --> 00:06:17,009
就你记住一条啊

272
00:06:17,009 --> 00:06:18,410
就是如果你是一个有价值观的人

273
00:06:18,410 --> 00:06:19,310
有世界观的人

274
00:06:19,310 --> 00:06:21,689
然后当你呢有一天能够能有能力啊

275
00:06:21,689 --> 00:06:22,750
走出劳动的时候呢

276
00:06:22,750 --> 00:06:23,410
毫不犹豫

277
00:06:23,410 --> 00:06:24,129
千万不要留恋

278
00:06:24,129 --> 00:06:24,490
知道吗

279
00:06:24,490 --> 00:06:26,189
就是笼子的人呢

280
00:06:26,189 --> 00:06:27,189
他有时候挨饿的时候

281
00:06:27,189 --> 00:06:28,470
你就施舍一下是吧

282
00:06:28,470 --> 00:06:29,779
他饿死的时候

283
00:06:29,779 --> 00:06:30,680
人之将死

284
00:06:30,680 --> 00:06:31,259
其鸣也善

285
00:06:31,259 --> 00:06:32,019
鸟之将死

286
00:06:32,019 --> 00:06:32,740
其鸣也悲

287
00:06:32,740 --> 00:06:33,220
人之将死

288
00:06:33,220 --> 00:06:33,939
其言也善

289
00:06:33,939 --> 00:06:35,660
当人快饿死的时候舒坦一下

290
00:06:35,660 --> 00:06:36,660
真的就这一点

291
00:06:36,660 --> 00:06:38,449
我还是最基本的良心

292
00:06:38,449 --> 00:06:38,889
还有的嘛

293
00:06:38,889 --> 00:06:40,069
但是平时不要交流

294
00:06:40,069 --> 00:06:42,230
真的你交流的话只能靠你的财运啊

295
00:06:42,230 --> 00:06:45,129
这是我从个底层人出来深刻的感受啊

296
00:06:45,129 --> 00:06:46,689
当然你身边这种人现在还是很多

297
00:06:46,689 --> 00:06:47,810
对你远离就行了

298
00:06:47,810 --> 00:06:49,050
远离拉黑拜拜

299
00:06:49,050 --> 00:06:52,449
就是这个人呢一定让他自救是吧

300
00:06:52,449 --> 00:06:54,050
痛苦到极点的时候对吧

301
00:06:54,050 --> 00:06:54,970
他就会自救了

302
00:06:54,970 --> 00:06:55,870
所以不要同情任何人

303
00:06:55,870 --> 00:06:56,509
你就这句话

304
00:06:56,509 --> 00:06:58,829
特别今天这个时代AI比99%点

305
00:06:58,829 --> 00:06:59,639
有人聪明

306
00:06:59,639 --> 00:07:00,759
不要同情任何人

307
00:07:00,759 --> 00:07:03,038
你可以给99.9%的人都不交流

308
00:07:03,038 --> 00:07:03,918
这和AI交流

309
00:07:03,918 --> 00:07:04,978
因为AI最起码呢

310
00:07:04,978 --> 00:07:06,959
他能够有正确的理性的给你回馈

311
00:07:06,959 --> 00:07:10,680
所以这就是我一个底层人出来的很痛苦的经历

312
00:07:10,680 --> 00:07:13,560
而且呢很中肯的建议啊

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