I long some put options for stock 02318.HK PING AN, mainly for downtrend. Before the announcement of operation, people prefer stay still, I would rather ride on this mindset to open my position. I don't know why have to stay still when chances are sitting there. PING AN is turn bear from long time ago, after PA GOODDOCTOR went open, people should notice the good days are passed. Fortunately, not much people is in same direction otherwise my worries will rise.
I started reading 「The Most Important Thing Illuminated: Uncommon Sense for the Thoughtful Investor」by Howard Marks, the lesson of "second-level thinking" is the key for analysis. We can't just say the market is bull when the index is rising today, instead we should tell and prove our own analysis.
That's one more thing, Well brought is half sold
今日做了02318.HK 中國平安的long put options, 看跌為主. 業績期大家也不敢輕舉妄動, 反而我會乘著這個心態更放心入市, 我不明白為什麼業績公佈就不能long put. 平安其實已經轉弱很久了, 好醫生上市一役死的死傷的傷, 加上明明白白的表現出市況欠佳. 幸好相同方向的人不多, 不然反而會擔心可有出錯.
近日在看「霍華．馬克斯」的《投資最重要的事》, 投資人要令自己能長期待在股市必須擺脫第一層思考並轉向第二層思考, 簡單而言, 把自己區分開來, 憑著客觀的資料分析應該做什麼決定. 看升說升為第一層, 股價上升但個人分析後看跌才是應該做的第二層思考.
That's one more thing, 買得好已經是成功賣出的一半
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Please refer below for July's Daily log:
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