A visual understanding of Duan Yongping's investment landscape, revealing the undefeated investment logic of China's business godfather!
1️⃣ No Short Selling
• Short selling = against market enthusiasm, very low success rate
• Duan's famous saying: Short selling is a dead end, long-term winners are rare
2️⃣ No Leverage
• Borrowing money to invest = a life-and-death game
• Key understanding: missed opportunities persist, bankruptcy never recovers
3️⃣ Circle of Competence Rule
• Three No Principles: Don't invest if you don't understand the company/market/emotion
• Essence of investment: cognition monetization, don't invest if unfamiliar
4️⃣ Long-Termism
• Decision in 1 minute, research for 100 hours
• Market rule: short-term voting machine, long-term weighing machine
5️⃣ Boundaries of Circle of Competence
• Expansion needs to be systematic, reject false cognition
• Caution: blindly crossing boundaries = double kill of time + opportunity
6️⃣ Low-Frequency Decisions
• View investment as 20 lifetime opportunities
• Truth: frequent trading ≈ working for brokers
7️⃣ Reject Speculation
• Holding standard: if you don't want to hold for ten years, don't buy in five minutes
• Against human nature: stock liquidity ≠ speculation rationality
8️⃣ Debt Caution Line
• Heavy investment premise: cash flow > debt ratio
• Margin of safety: better to miss growth than step on debt mines
💡 Underlying logic: invest with an industrial mindset, all principles point to the same goal — preserve the principal and wait for compound interest.