风无向🦅
风无向🦅|Jan 19, 2026 12:41
My point of view is that there is no need to mythologize someone. Duan Yongping's investment in Kweichow Moutai was a failure, that is, his judgment was wrong. The promotion of anti-corruption and the rectification of civil servants' discipline have led to the gradual death and disappearance of Baijiu culture. Baijiu is a shrinking market, and the general trend is irreversible. The market share of whiskey, red wine, beer, and blended drinks is gradually increasing. Of course, it cannot be denied that Duan's investment ability is world-class, and Buffett is also the greatest value investor. However, failure is failure, and error is error. Duan Yongping will fail, Buffett will fail, but it does not hinder their greatness. Is Buffett right not to embrace the Internet technology revolution and AI revolution? I sneered. Can the gameplay of 1 million and 1 trillion US dollars be the same? You need to replicate Buffett's value investing, talk about cash flow, talk about moats, talk about long-term snowball rolling ability, it's useless. Mega7, Eli Lilly, PLTR, countless innovations that have changed old industries are leading this great round in the United States, not Heinz selling seasonings or Coca Cola. You need to invest in blockchain to change the world and your own destiny. Or invest in a cola seller?
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