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Author: Dong Baozhen
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The Moutai Game of Value Investment
Dong Baozhen
203k Words
completed
From 2010 to 2018, the well-known investor Dong Baozhen held a heavy position in Kweichow Moutai and experienced ups and downs in the investment process. During this period, he wrote millions of words of articles, recording his fundamental analysis of Kweichow Moutai and the Chinese liquor industry, and also recording his understanding and thinking as a value investor. After 2018, Kweichow Moutai emerged from the extreme underestimation that was completely denied and rose nearly 10 times.
29
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9.2
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—
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