It Is Better To Find A Good Company Than A Big Market.

Any team is big enough to be mixed up.

Now think about it. It's totally unreasonable to throw so much money into the outdoor media at the time.

In the field of video, if they rationally focus on the dozen or even dozens of companies, they will focus on 35 companies.

In my view, a considerable number of investors' problem is that they do not distinguish between "good company" and "company that can make money for investors".

In fact, these are two completely different concepts.

Although all good companies should ultimately be able to earn money for investors, not all companies that seem likely to make investors earn money are good companies.

I think the earlier the investors are, the less they should try to judge the big market.

The bounden duty of an investor is to judge whether an enterprise is a good company.

A considerable number of investors' problem is that when they follow suit, they turn their jobs from judging enterprises indirectly to judging big cities, and they do not have the talent to judge big cities. Therefore, once the tide goes back, who will be ready to swim in naked swimming.

In the future, like most industries in China, investment in the industry also needs integration.

No matter it is risk

Recently, I found an interesting phenomenon. The bigger the bigger investors are, the more they are ready to fight for a job in China.

In the current market environment, it is not very important for investors to think that the market will come back after long. Investors need to answer only one question: do you have the ability to find good companies that can survive and grow stronger in three to five years and enter it at the right price.