关于个股和博友

个股的想法：博客开到现在，有关所谓价值投资的基本东西应该说得差不多了，反正没说的巴菲特也早就说过的，有兴趣但依然有疑问的朋友们可以慢慢看前面的评论或者有关巴菲特的书。其实看看巴菲特说过的“名言”也就差不多可以理解什么是价值投资了。由于这里有不少有相当水平的博友，我打算开始开一些有关个股的讨论。…

Source: http://nteswjq.blog.163.com/blog/static/126998120106322111679/

About individual stocks and blog friends

> By Duan Yongping · his NetEase blog (nteswjq.blog.163.com, now closed; read from web archives) · 2010-07-03 · [Original link](http://nteswjq.blog.163.com/blog/static/126998120106322111679/) ([archived](https://web.archive.org/web/20110717205641/http://nteswjq.blog.163.com/blog/static/126998120106322111679/))

Thoughts on individual stocks:

Now that the blog has been open this long, the basic stuff about so-called value investing has pretty much been said; anyway, whatever hasn't been said Buffett said long ago. Friends who are interested but still have doubts can slowly read the earlier comments or books about Buffett. Actually, just reading Buffett's famous sayings is pretty much enough to understand what value investing is.

Since there are quite a few fairly capable blog friends here, I plan to start some discussions on individual stocks. Since I don't want to comment on individual stocks myself, whether each stock discussion gets started will depend on blog friends' comments. If I think a blog friend's brief description of a stock fits what I consider the most basic scope of value investing, I'll open a new post for that stock to make discussion easier.

Since everyone has talked quite a lot about Moutai and Vanke earlier, I'll open these two stocks first, plus Yahoo, which was mentioned earlier.

I strongly advise against buying stocks based on these comments, but I hope all the comments can give everyone some reference.

About adding blog friends:

I've now basically stopped adding blog friends, mainly because when there are too many comments I can't read them all.

If someone really still wants to come in and join, at the least you must be able to convince me in fairly simple language that you're already a value investor.