Chen Jinwei, the fund manager of Baoying Fund, said that he has two evaluation criteria for good companies. The first point is that "the winner has been divided", which shows that this company has established a moat in the industry, or opened its position relative to its competitors. The second point is that "space still exists", which means that this goal is still far from the ceiling.
Star fund manager:
Optimistic about small B-end companies.
Chen Jinwei, the proposed fund manager of Baoying Fund, said that the risk of companies with small B-side business is relatively small. Some services are oriented to the big B-end. For example, 80% of a company's revenue comes from a single big customer. At this time, it is not the company that is being studied, but the customer. Need to keep track of customer orders and do a lot of high-frequency tracking based on customers. The company is very dependent on customers, and it is very risky at this time. On the other hand, the small B-end customers are very scattered. First, there is no need for high frequency tracking. Second, a single customer order has no great influence on the company, and the risk is relatively small, which disperses the customer risk.
How to choose stocks? The star fund manager of 202 1 revealed nine key words: good company, low valuation and high prosperity!
Chen Jinwei, the fund manager of Baoying Fund, has his own investment methodology: good company, low valuation and high prosperity. How to distribute the weights among the three elements? In the program, Chen Jinwei said that his reference coefficient ranking was "54 1". 50% good companies, 40% low valuation, 10% high prosperity, the reference coefficient is not quantitative scoring, but more qualitative. At first glance, good companies are placed in the most important position. Low valuation ranks behind good companies, 4 and 5 are almost the same, so it is almost equal to low valuation. High prosperity is placed in a lower position.
(All the above are the views of the guests. The stock market is risky, so you need to be cautious in investing! )
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