From a fund manager's perspective, I recommend investing in the following companies:
First, it is a large export company with a lot of cash and the ability to earn dollars.
However, you must purchase the first group.
Second, innovative companies like Amazon and Apple in 2008.
Third, it is a company that is doing well in business on Amazon.
Small and medium-sized domestic companies selling beds, phone cases, and AirPods on Amazon are worth paying attention to.
Fourth, it is a beneficiary of policies from G7 countries.
From 2009 to 2011, automobiles and smartphones benefited the most from the Chinese government's 4 trillion yuan injection during the 2008 financial crisis and the strong liquidity supply policies of the European and U.S. governments.
We need to think about what it will be this time.
While the stock market is expected to rally, there are some companies you shouldn't buy.
First, it is a company that is engaged in a management dispute in the midst of a crisis.
Second, it is a beneficiary of COVID-19.
Because it is a one-time profit, you have to be careful.
Third, these are companies that will face limitations if they do not have liquidity reinforcement.
Companies with growth stories that don't produce results are more likely to fail when liquidity is reduced in an economic crisis.
---「PART 1 Chapter 3.
From “Investment Strategies in the COVID-19 Era”

When we do something, it is important to understand the essence of that work.
This will make it easier to understand the work, make the right decisions, and work more efficiently.
Employees who are incompetent at their jobs or managers who are not good at teaching work are like that because they do not understand the 'essence' of the job.
Not only work, but also studying for exams, sports, games, politics, love, art, history, etc., must be understood from their essence.
After understanding the essence of what you want to do, you have to put in effort to build your skills.
So, what is essence? It refers to the fundamental nature and properties of a thing or phenomenon.
People who are good at cooking are those who are well versed in the nature of food ingredients and tools.
On the other hand, people who can't even boil ramen properly do so because they don't know the properties of noodles, soup, eggs, green onions, fire, etc.
---「PART 2 Chapter 2.
What is Stock Investment? - From "The Essence of Investment"

What exactly is the difference between successful and unsuccessful investors? What is the essence of investing that failed investors don't understand? If someone were to ask me, "What is stock investing?", I would answer like this.
To be successful in stock investing, you must know two things.
First, investing in stocks is a bold investment of my money in the scalability of corporate value that the public is unaware of.
To do this, we must first check the changes in the value of a company before investing in its stocks.
In other words, I need to know whether the value of the company I'm investing in is in an "expansion phase" or a "contraction phase," and from a product life cycle perspective, I need to determine whether the business the company is operating is currently in a growth phase or a decline phase.

---「PART 2 Chapter 2.
What is Stock Investment? - From "The Essence of Investment"

Investing is about making money when a bull market arrives and those who bravely invest make money.
That's why, whenever a bull market comes, the expression "a market led by dragons" always appears in the stock market.
Here, the nickname Yongdaeri is given to the 20-30 year old assistant managers of securities firms or asset management companies who have never experienced a market crash and who fearlessly chase after rapidly rising stocks.
Meanwhile, those who were hesitant to invest despite the arrival of a bull market or failed to make money by selling their stocks too early have one thing in common: they misjudged the market.
Those who regret selling Kakao, the leading stock in this market, too early; those who invested in the "Gopbus" while waiting for a "double dip"; and institutional investors who drastically reduced their stock positions below 2,000 points under the pretext of risk management... all of this is because they did not properly understand the market.
---「PART 3 Chapter 1.
Fly a kite when the wind blows, launch a boat when the tide rises - from "The Importance of Market Analysis"

Whether it's sports or art, the more expert you are in a field, the more faithful and careful you are to the basics.
They warn of 'risks' and emphasize 'basics' based on their experiences as beginners and intermediate users.
Even if you go to an early morning soccer game, the 'former players' will definitely warm up properly before playing, but the less skilled the players are, the more they try to play without even warming up.
It should be kept in mind that the more skilled a player is, the more cautious he is in every game and that he strictly adheres to the basic principles.
Becoming a successful investor, achieving financial freedom, and preparing for retirement doesn't happen by accident.
To become financially free through investing, you need to reach a level of art, not just read a few books on investing and watch YouTube for a few months.
The stock market is where even geniuses like Isaac Newton failed.
The stock market is a place where even veteran investors can lose all their savings of 10 years in one fell swoop if they let their guard down for a moment.

---「PART 5 Chapter 3.
From "Investing is an Art"