Sigh the investment community!Wang Guobin officially "out of the mountain" and continued "Investment China"
Author:Zhanlu CHEERS Time:2022.07.21
On July 18, the new investment major talk about the video program "Fang Strategy". Generally, in order to build momentum, the first episode of the show will choose a heavier guest. This show is no exception. It invited Wang Guobin, the founder of Quanguo Fund.
Who is Wang Guobin?
It is believed that readers in the field of investment will not be unfamiliar. For nearly 30 years in the securities investment industry, whether it is personal investment performance or the performance of the team, Wang Guobin's achievements and status are obvious to the industry. However, he is extremely low -key, especially after leaving Dongzhi asset management. After the low -key co -founding of the first -level equity private equity and capital, he has rarely appeared in the public's vision.
In January 2022, Wang Guobin returned to the public offering, not only founded the Quanguo Fund, but also launched his first masterpiece "Investment China", which has aroused widespread attention from the industry and the public. But then, he returned to a low -key gesture, did not give public speeches, does not accept media interviews, and focuses on investing in his investment. Until July 2022, he returned to the public's vision again and discussed the reasons behind the long -term maintenance of good performance in the show.
The program is limited, but in fact, it is impossible to show Wang Guobin's understanding and perception of investment for so many years. Therefore, Zhan Lujun also selected the evaluation of Wang Guobin and his masterpiece "Investment China" for the authoritative media and professional KOL to help everyone better understand Wang Guobin and his thoughts.
"Investment China"
KOL · Comprehensive interpretation
Gao Shanwen Economic Observation-
Gao Shanwen (Chief Economist of Anxin Securities)
The book "Investment China" is the thinking accumulation of his investment in the investment for nearly 30 years. The book has both the world view and methodology, and the experience of the growth path of the management company and the researcher.
Investment activities in the secondary market are science and art. It involves the exquisite grasp of time -effectiveness and has no certain rules. Many of his speeches are unique in the thought of economic, marketing and investment strategies in the specific environment at that time, and his speech is very forward -looking, but the time transit has been moved again. Many of these speeches contain many of these speeches. Methods and principles surpass time, which has a more endowment value. This is like the wheat fields that have just been harvested in the five yellow June day. The wheat ears on the ground can be seen everywhere. As long as you pick up carefully, you will always be surprised and harvest.
Pick up investment--
Zhu Ang (click the founder and professional investor of the investment)
Although this book is included in the collection of so many speeches of Wang Guobin's past in the past, in fact, it is not "easy" to read, and many places will stop me. Behind the theme of each speech and the theme of each speech, there are some profound truths. So that one day I read half, and suddenly fell asleep on the sofa ...
In this turbulent market today, this book that Wang Guobin is generally brings us confidence. I specifically agreed that he said, "The best way to preservation and value -added is to invest back to China, and the best way to control risk is to return to China." In the past few decades, investment in China has been verified as the best investment. (In addition to investing in myself), I also believe that in the next decades, I will still invest in China, like the title of this book.
Wang Guobin always has a little similar to Munger, and huge reading has brought a multi -dimensional perspective. In almost every speech, he will quote the paragraphs in various books, and many of them are not from investment. From the perspectives of philosophy, history, biology, and enterprise development, he told us why he invests in China and why he invests in China with value investment.
I believe many people have seen Wang Guobin's recommendation book. However, based on my own understanding of human nature, I seriously doubt that any person can read the books recommended in this. On the other hand, as long as you look at this "Investment China", you can feel that Wang Guobin's total reading brought by a large number of diversified perspectives is actually a very cost -effective way.
This book not only has deep theoretical knowledge, but also is very grounded for the Chinese capital market. The reading threshold is not high, and many words are very simple language, but the text has a great depth.
Interface Comment-
Chen Dafei (General Manager of Oriental Securities Wealth Research Center)
Mr. Wang Guobin is a predecessor of China's capital market. He has nearly 30 years of experience in securities investment and is regarded as the "same age" in China's capital market. "Investment China" is a speech set+interview with Mr. Wang Guobin in the past ten years, and it is also a summary of more than 30 years of experience. In China, there are very few "entrepreneur investors" who have stood up and still stand up for thirty years, and this book is the first work of Mr. Wang Guobin.
Different types of books have different reading methods, and different readers will have a completely different experience. As far as me is concerned, there are two standards for good books: one is to "solve the confusion", that is, the answer to the question of long -term thinking; the other is "questioning", that is, whether you can inspire more thinking. The latter is more important.
I should have expectations to open any book and read "Investment China". My expectation is, how does the senior in the capital market understand the investment? How do you think of China's investment opportunities? How is a successful investor develop it? As the founder of Dongfanghong Asset Management, and the practitioner of value investment, how does Mr. Wang Guobin understand value investment? Personal cognition comes from the reads you have read, or the way you have passed. It can be seen in the lines that Mr. Wang Guobin has really read thousands of books and walks thousands of miles. Economic Observer--
Chen Jiahe (Chief Investment Officer of Jiuyi Qingquan Technology)
This "Investment China" represents Wang Guobin's view of investment in the founder of the current Quanguo Fund, which contains Wang Guobin's collection in various speeches. As an investor who has worked in the capital market for many years, I read it deeply.
In the book "Investment China", Wang Guobin wrote a lot of future investment lines and how he observed these main lines.
In addition to professional investment technology, "Investment China" also involves another important issue, how to conduct general investor education and how to improve the long -term return on the public. From the perspective of social development, this issue is even more important than "how professional investors should profit from the capital market".
Some people say that investment is the easiest job in the world, because just look at the information, make a survey, chat, and last a few orders under the mouse. But some people say that investment is the most complicated job in the world, because if such a simple job can make money, who else is willing to do any other work? Therefore, such a simple investment work must not be easy to make money. It must be the most complicated job, otherwise our society will not work at all.
For people who invest in China, we are lucky between simple and complex contradictions. Because of such a huge, stable and prospective economy, and the vibrant and vibrant financial markets of this economy, it provides us with a valuable stage stage. It is hoped that on this stage, whether it is a professional investor or the general investment in the general public, they can share their own wealth from the growth of China's economy.
Pass the lamp in the vast
—— Yao Bin (independent investor)
Most of the articles in "Investment China" come from the internal speech of Oriental Red Asset Management Company "Evolution, Living in the Future". The founder of the management company. As a practitioner of value investment, he has accumulated rich investment experience, which shows the basic principles of value investment in "Investment China", as well as replicable successful investment management.
Value investors pay special attention to the "National Games", which is the foundation of value investors. One of the important factor in the reason why Buffett Munger has successfully invested for decades is closely related to the "National Games" in the United States. Similarly, a value investor today is closely related to China's "National Games" if they want to gain success. Therefore, in "Investment China", the answer to "invest in China" is outlined.
"Investment China" tells us that value investors can do more outstandingly, provided that they move forward along the correct path. As long as you do things with righteousness, all patience will be rewarded, and the market will effectively transfer wealth from people who have no patience to patients with patience.
Media · Dingli Recommendation
Baron Weekly-
"Should investors care whether it is a bull market or a bear market? | Baron Reading Club "
One of the questions that investors like most is "Is it a bull market or a bear market now?" In fact, the bull market and the bear market are not as clear as it sounds. Many times, only many years later to see it, otherwise the investors will simply adopt the "bear market buying The strategy of selling bull markets can make a lot of money.
Investor Wang Guobin once explained in detail whether investors should care about the bull market or a bear market, and to show the pure value investment view. Wang Guobin is the co -founder of Qianjun and Capital and the founder of Dongfanghong Asset Management. The capital market has been soaked in the capital market for many years. Recently, Quanguo Fund has been founded.
Smart investor--
"Entrepreneur Investor" Wang Guobin brought his first effort to return to the public offering, publicly publicly accumulated investment experience and 71 private collection lists "
In the 18 -year investment career of Oriental Securities, the Dongfang Red -funded management team and its series of products have continued to continue to achieve excellent results, so that Wang Guobin has always retained the industry's huge reputation.
Payon commented on Wang Guobin: "He is one of the earliest groups in the industry in the industry, and it has also been one of the people who have entered the industry in the industry. Essence
It is said that in the future, Quanguo Fund will also rely on Wang Guobin's investment ideas to further practice value investment concepts, investment styles, growing and value, traditional and emerging industries, and to deal with market fluctuations through decentralized investment and combination investment methods. Essence
As an investor who has been "studying and studying", Wang Guobin has a lot of research on ancient literature and philosophy, and he also has a sense of elegance and simplicity on his body. He loves reading and firmly believes that value investment is a complete philosophical system.
In his first masterpiece "Investment China", he not only fully included his investment experience in the past 30 years, but also listed his favorite 71 books from the preface. This private library completely presented Wang Guobin Binbin Past reading system. Liteshi Business Review- ——
"If there is no long -term funds, it is difficult to make value investment"
You must understand that avoiding risks is the most important element in investment. Buffett said that the primary principle of investment, the first one, never lose money; the second, never forget the first one.
Only value investors put focus on avoiding losses. So what is the most important significance of value investment? In the face of the future, you don't necessarily know what will happen tomorrow. But value investment will tell you whether it is raining now. At the same time, value investment is a win -win strategy, and value investors do not take other people as competitors. Value investors have some good advantages.
The first advantage is that because the stock market investment is zero -sum game, most people are more concerned about the fluctuations of the daily price. When you use a value investment strategy, your game objects will be relatively small, so that you can avoid and big. Part of the game. I am willing to choose value investment, which can avoid competing with everyone and do not need to play with other investors.
The second advantage is difficult for us to predict the future, so we must find a method. This method is not very high for timing selection, you can reduce prediction. Value investment is exactly such a method.
The third advantage is that the long -term strategy of value investment can help us reduce the dividend tax and reduce the commission paying to the broker. In the United States, value investment is really useful, because it has the problem of capital benefits and taxes. The longer you hold, the lower the capital gain tax. When we use short -term sales strategies, we will choose to buy new things after selling cash. In fact, the possibility of multiple choices once more once. The way you invest in value is to spend enough time and energy to conduct a very deep and meticulous research on each trading, which can help you reduce the probability of making mistakes.
From the beginning, investment is a willingness to delay consumption to obtain future income. The essence is a action about trust. Whether it is a bull market or a bear market, we only have the future of investment if we believe in the future optimistically.
Eastern Securities Wealth Research ——
"Wang Guobin: Should I care about the bull market or a bear market? "
Mr. Wang Guobin is a predecessor of China's capital market. He has nearly 30 years of experience in securities investment and is regarded as the "same age" in China's capital market. "Investment China" is a speech set+interview with Mr. Wang Guobin in the past ten years, and it is also a summary of more than 30 years of experience. In China, there are very few "entrepreneur investors" who have stood up and still stand up for thirty years, and this book is the first work of Mr. Wang Guobin.
Different types of books have different reading methods, and different readers will have a completely different experience. As far as me is concerned, there are two standards for good books: one is to "solve the confusion", that is, the answer to the question of long -term thinking; the other is "questioning", that is, whether you can inspire more thinking. The latter is more important.
I should have expectations to open any book and read "Investment China". My expectation is, how does the senior in the capital market understand the investment? How do you think of China's investment opportunities? How is a successful investor develop it? As the founder of Dongfanghong Asset Management, and the practitioner of value investment, how does Mr. Wang Guobin understand value investment? Personal cognition comes from the reads you have read, or the way you have passed. It can be seen in the lines that Mr. Wang Guobin has really read thousands of books and walks thousands of miles.
Since the beginning of the year, the global stock market, including A shares, has undergone a turn -round call. Some investors have withdrawn from fear, while others are crazy because of the fear of others. Has A shares entered the bear market, or the opposite? This article by Mr. Wang Guobin tells us that in the long run, the bull market is still not so important for the bear market. It is important that the "long -term" itself.
Liuli Investment News--
"Investment Report Read | Wang Guobin's New Book and Book List: Manageing your own mind is half the successful investment"
In January 2022, when he set foot on the new journey, Wang Guobin compiled his past speeches with some of the latest speeches in recent years, and published the book "Investment China".
The content of the book covers the growth of Wang Guobin's investment concept, and his pursuit of the business insights that can be replicated successfully.
In particular, after Wang Guobin's investment in the first -level market, different front lines and perspectives allowed Wang Guobin to further understand the true meaning of investment, and the first -level and secondary market investment is different and different.
He used a large amount of data and cases to analyze the current situation and future trends of the Chinese capital market, and depict the future pictures of Chinese enterprises and Chinese asset management industries.
In all corners of the book, you can feel that his love for investment, analyzing the market method framework, and thinking about value investment logic: how to embrace changes and iterates his investment methods with the times.
Prospective Economist-
"Wang Guobin: Why is the best value preservation and value -added in 2022 investing in China? "
The news of the well -known investor Wang Guobin returned to the public offerings to explode the financial circle, and the public offering fund "Quanguo Fund" initiated was officially approved. As one of the successful values of A shares, he is one of the earliest groups in the eyes of his peers. It is also the earliest group of veterans in the industry. One of the people ". China took the lead in proposing and leading the concept of "value investment". The value investment system and framework established by it affected a group of well -known fund managers in the industry. Wang Guobin, who grew up together, passed the investment bank and the first and secondary markets. Deeply cultivate the investment field, perseverance, loyal and respectful.
Wang Guobin practiced the concept of long -term value investment -from an entrepreneurial perspective, through comprehensive analysis and in -depth research, finding lucky and capable value companies, and is committed to creating long -term sustainable benefits. "The first -generation investors in the stock market" and "investment veteran" ... Wang Guobin is even known as "entrepreneur investors" by industry people.
For nearly 30 years in the securities investment industry, Wang Guobin has a 18 -year investment career in Oriental Securities. It has created the first domestic asset management company in China, and led the company to obtain the industry's first public offerings in the industry.
"Why are the best ways to maintain and value value to invest in China?" Wang Guobin also brought his first book "Investment China" again. In the past 30 years, the investment philosophy and operation of operation have been made public in the book for the first time. This is the "head" movement that professional investors are always following, and the "win -win" avenue of ordinary investors' minds.
Each text in the book reveals Wang Guobin's love for investment -analyzing the market's method framework, and thinking about value investment logic: how to embrace changes and iterates his investment methods with the times.
Reading from a distance- 重 ——
"Quanguo Fund was officially approved, entrepreneur investor Wang Guobin brought his first place to return to public offering and continue to invest in China"
"Why are the best ways to preserve and value -added now to invest in China?" Wang Guobin also brought his first book "Investment China" again. In the past 30 years, the investment philosophy and operation of operation have been made public in the book for the first time. This is the "head" movement that professional investors are always following, and the "win -win" avenue of ordinary investors' minds.
Each text in the book reveals Wang Guobin's love for investment -analyzing the market's method framework, and thinking about value investment logic: how to embrace changes and iterates his investment methods with the times.
If the Quanguo Fund is a new journey of Wang Guobin's "investment in China", the book publishing at this time is more like a sincere invitation to his peers.
- END -
The hot sun "stands" in cool heat, they guard the east gate of Rongcheng
Recently, Chengdu has continued to occur in high temperature weather, with an aver...
Those with no new confirmed cases and asymptomatic infections on July 1
Tianshan.com News The latest notice of the Xinjiang Uygur Autonomous Region Health and Health Committee, from 0:00 on July 1 to 24, Xinjiang Uygur Autonomous Region has no new confirmed cases and asym