The speaker discusses Taiwan's stock market, comparing index fund returns to active trading and highlighting specific stock picks that have delivered significant gains for members.
Investment Philosophy: Buy and Hold vs. Frequent Trading ⏱ 0:00
•Don't be nervous, don't sell after buying in panic - good stocks should be held steadily.•Buffett's Buy and Hold approach is emphasized over short-term trading.•0050 (Taiwan ETF) delivered a return of about 70-80% in the first three quarters of the year (74.3%).•A well-known active trader had returns of 87% through the week ending October 2, but about 80% excluding the last two days.•The speaker questions the point of frequent trading when the index fund's return is so high.Political Commentary: Chiang Wan-an and the Drug Policy Debate ⏱ 1:34
•The speaker criticizes a politician for lacking substance — when unprepared, he cannot answer questions (e.g., he requests interview outlines in advance).•A 2014 article by Shen Bo-yang was unearthed by staff, suggesting community drug testing.•A comparison is drawn: Chiang Wan-an in 2021 had similar views (methadone for drug rehabilitation).•The speaker predicts that if Chiang Wan-an debates Shen Bo-yang on drug policy, he would be exposed due to his incompetence.•Kevin Tsai (蔡康永) attended Shen Bo-yang's event, causing controversy among mainland fans.Stock Picks and Performance: PCB, CCL, and Creative ⏱ 5:12
•Taiwan stocks: Taiguang Electric (台光電) hit limit-up after a target price raise to 10,000 NTD.•Taisheng (台藥) also hit limit-up.•The speaker recommended Taiguang Electric, Taisheng, Jingu, and Lianmao (聯茂) — all hit limit-up.•Lianmao went from 542 NTD on September 21 to 750 NTD today, up 200 NTD.•Gold Circuit (金像電) hit limit-up today after a report set a target of 2,000 NTD.•Jingu (金居) hit a high of 570 NTD today.•Creative (創意) was bought at 2,750-2,780 NTD on July 30; multiple members made over 100 million NTD combined.•Member holdings: 12 Taiguang Electric shares earned 13.43 million NTD; 98 Jingu shares earned about 7-8 million NTD; 28 Jingu shares earned 3.25 million NTD; 5 Taiguang Electric shares earned 6.22 million NTD.•The speaker's members' combined profits from Creative alone exceeded 100 million NTD.Key Takeaways
•The 0050 ETF returned 74.3% in the first three quarters of the year, while an active trader's return was only about 80%, showing minimum outperformance.•Taiguang Electric (台光電) hit limit-up after Alancia raised its target price to 10,000 NTD.•Lianmao (聯茂) rose from 542 NTD on September 21 to 750 NTD, a 200 NTD increase.•Multiple members made profits exceeding 100 million NTD combined from Creative (創意) alone, with individual gains ranging from 3,500万 to 2,700万 NTD.Conclusion
The speaker emphasizes a buy-and-hold approach, highlighting significant member gains from long-term holdings while criticizing short-term trading and political incompetence.
