时代抛弃你，连胜招呼都不会打！

Group 1 - The core argument emphasizes that short-term luck should not be mistaken for long-term success, which relies more on opportunities than individual capabilities [1][10] - Recent news highlights that Wang Jianlin has been restricted from high consumption, while Lin Yuan's funds have seen significant declines due to heavy investments in liquor and missteps in Hong Kong pharmaceutical stocks [1][2][5] Group 2 - Lin Yuan's investment strategy has focused on consumer-related stocks, particularly liquor and pharmaceuticals, but these sectors are now perceived as outdated in the current bull market dominated by technology stocks [2][5] - The backdrop of U.S.-China competition is driving a shift in investment focus towards technology and defense, leading to a tightening in consumer spending [2][5] Group 3 - The analysis of Lin Yuan's portfolio reveals substantial losses across various holdings, indicating a broader trend of consumer-focused funds struggling in the current market environment [6][5] - The market is evolving, and past successes do not guarantee future performance, highlighting the risks of relying on historical experiences [11][10] Group 4 - The concept of distribution rights is crucial, as it relates to the ability to influence pricing and market dynamics, which is not accessible to most investors in the current market [12][16] - Successful investors like Warren Buffett focus on acquiring control over companies rather than merely trading stocks, emphasizing the importance of influence in investment [14][12]