浩哥 / Haoge
160.如何应对中国资产牛市的“调整期”｜新书分享会成都场实录 adds HaoGe as the source’s industry-selection and stock-picker counterpart to 大卫翁’s allocation frame. He argues that whether a bull market exists for a given investor depends partly on choosing the right industries and avoiding weaker choices when better opportunities are visible; his examples include comparing simple high-dividend oil-style opportunities with more complex AI, optical-module, real-estate, and consumer-sector decisions.
浩哥 is the 三点下班 speaker in vol.104.普通人港股完全生存指南 | 串台三点下班. His contribution is a retail-investor and long-running Hong Kong stock participant’s view: early wins in Alibaba B2B and Meiji Mask, a ten-bagger property-stock experience, later losses in illiquid small caps, and a strong emphasis on cutting mistakes quickly.
Connections
- 三点下班 — show context.
- 大卫翁 and 起朱楼宴宾客 — conversation counterpart and source show.
- Hong Kong Retail Investor Survival, Hong Kong Penny Stock Risk, Hong Kong Liquidity Exit Risk, Hong Kong IPO Liquidity Path, and Hong Kong Triple Rerating — main concepts he develops.
- Alibaba, China Mobile / 中国移动, and Lao Pu Gold / 老铺黄金 — company examples tied to his discussion.