To The Moon

3、Competitive pattern of the industryIn addition to the vertical pattern, there is also a horizontal pattern.The horizontal pattern is the competition between companies.The best indicator to measure the competitive pattern is the concentration, that is, the market share jointly occupied by the head players.The sum of the market shares of the top five players is called CR5, and the sum of the shares of the top ten players is called CR10.Industries with high threshold, standardized products and strong network effects tend to have higher concentration, such as heavy industry and the Internet.The concentration is much lower in industries with low threshold and personalized products, such as restaurants, tutors and hairdressers.In industries with high concentration, the head player will be very

2、Analysis of the value chainEach industry, can be split into upstream, midstream and downstream, which is the result of the great division of labor in society.Upstream research and development, midstream manufacturing and distribution, downstream branding and marketing, constitute a complete industrial chain.Each company is in one or more of these links.What we need to dig deeper is the value chain.What is the value chain? The value chain is the distribution of benefits in the industry chain.To put it bluntly, who makes all the money in the industry? Who has more bargaining power? And who is doing the hard work?We often say that the industry smile curve is about the value chain. The two ends of the research and development and marketing, earn the most profit.Why Apple is so powerful is be

The first step: see the industry 1, what is a good industry? Warren Buffett said, investment is very simple, choose a long snow trail, the best snow or wet, so that the snowball will roll bigger and bigger. The meaning is to pick a good industry, not only to go long, there is a compounding effect, making money more and more easily. Good industry must meet two criteria: (1) the market demand should be large enough, and can be long. Demand is large enough to understand, the market demand determines the ceiling of the industry. Investors love to hear the "trillion dollar market", not without reason, because the big road will run out of big companies. So, big and round, oh no, big and lasting trillion dollar market where to find it? No matter how good or bad the economy is, people can

Many people do not know how to choose stocks, in fact, stock selection is very simple, I summarized the following points, I hope it will help you friends: The first step: see the industry 1) What is a good industry? 2) What is the value chain? 3) the competitive landscape of the industry 4) the development stage of the industry Step 2: Understand the moat 1） Intangible assets 2) Conversion cost 3) Cost advantage The third step: future performance growth 1) Volume growth stage 2) Ability to raise prices 3) Cost reduction ability Step 4: Valuation 1) Absolute valuation method 2) Relative valuation method Step 5: Risk de-mining 1）Accountant's opinion and regulatory inquiries 2) Not in line with common sense 3) Financial data is too good 4) Related transactions 5）Deposit

‌$特斯拉(TSLA)$  ‌Tsla is now in a pullback trend and can make a short short

‌$苹果(AAPL)$  ‌Apple executive in charge of video business plans to leave, three executives have left during the year According to Firstrade, Bloomberg reporter Mark Gurman posted that Pete Distad, the executive in charge of TV+ and sports, plans to leave this month as Apple restructures the services division that has driven the company's growth in recent years, according to people familiar with the matter. Distad was recruited by Apple from streaming platform Hulu in 2013 and is the third executive to leave Apple in 2023.

‌$特斯拉(TSLA)$  ‌From the plate, the next thing to do is the US recession with the expectation of debt default. From the business operation, Tesla will be squeezed by Chinese companies such as BYD, growth rate decline. Automotive energy storage, these manufacturing things, the Chinese will be the most inwardly rolled. The current market value of Tesla 5.7 trillion, no subject matter speculation, it is difficult to support.

‌$特斯拉(TSLA)$  ‌Tesla released the full document of "Master Plan Part 3", a 41-page document on April 5, 2012, which is the third chapter of its "Master Plan" for sustainable energy development. Tesla announced the plan at its first investor day. The full document reiterates that achieving a sustainable energy economy requires these goals: 240 TWH of energy storage, 30 TWH of renewable electricity, $10 trillion in manufacturing investment, half the energy requirements of a fuel economy, 10% of global GDP by 2022, zero insurmountable resource challenges, and a footprint of less than 0.21%.

‌$特斯拉(TSLA)$  ‌You can make a small position buy now, but it is a short-term purchase

‌$特斯拉(TSLA)$  ‌$ Tesla (TSLA)$ is currently at a very critical juncture as the company's CEO Elon Musk seeks to crack the code for making higher performance but lower cost batteries. Elon Musk is looking to crack the code for making higher-performing but lower-cost batteries. According to people familiar with the company's plans, Tesla is looking for material suppliers from China and South Korea to help it lower the cost and increase the energy density of its latest cells. And that comes as the company has been grappling with battery-related performance and production issues that have caused Tesla to delay the rollout of its Cybertruck trucks. As Tesla ramps up production of 4,680 cells in the U.S., the company has partnered with China's Ningbo