最好的决策往往是那些不需要马上做出决定的决策。
The best decisions are often those that dont need to be made immediately.
最好的决策往往是那些不需要马上做出决定的决策。
The best decisions are often those that dont need to be made immediately.
这句话究竟在说什么
查理·芒格用一句话点破:偏好伟大企业而非便宜的平庸企业。结合“最好的决策往往是那些不需要马上做出决…”,这正是他“多元思维模型与逆向思维”的落地——用跨学科思维模型看世界,反过来想如何必然失败并避开。
给普通投资者的可执行清单
一个真实故事 / 场景化情节
回到“最好的决策往往是那些不需要马上做出决…”——与巴菲特将伯克希尔从纺织厂转型为投资巨擘,主张放弃烟蒂股、转向优质企业。
这句话在该大师思想体系里的位置
在查理·芒格的体系里,这句话属于“多元思维模型与逆向思维”:追求理性与耐心,是他与巴菲特互补的智慧来源。
我宁愿因为过于谨慎而错失机会,也不愿因为莽撞而亏钱。
I would rather miss opportunities from caution than lose money from recklessness.
如果你不觉得去年的自己是个傻瓜,那说明你今年没有学到足够多的东西。
If you don't look back on yourself and think how stupid I was a year ago, then you haven't learned much.
当市场出现危机、所有人都在恐慌出逃时,关闭你的交易软件。你不需要做什么,你只需要不做什么。
When the market is in crisis and everyone is panicking, close your trading app. You don't need to do anything — you just need to not do anything.
投资者最大的敌人不是股市,而是他自己。
The investor's chief problem — and even his worst enemy — is likely to be himself.