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错的机会成本,往往比错过更贵。
The cost of a wrong opportunity often outweighs the cost of missing one.
📖出自《段永平投资问答》(2019)
错的机会成本,往往比错过更贵。
The cost of a wrong opportunity often outweighs the cost of missing one.
这句话究竟在说什么
“错过”只是少赚,“做错”却是实亏,还可能连环踩坑。段永平点出机会成本的另一面:很多人为怕错过而乱投,结果亏掉本金,比当初空手错过惨得多。宁可错过,不可做错。
给普通投资者的可执行清单
一个真实故事 / 场景化情节
牛市里人人怕踏空,追高接盘,熊市一来本金腰斩;段永平却宁可看别人涨,也不拿本金去赌看不懂的热闹。他说:错过是遗憾,做错是伤害。
这句话在该大师思想体系里的位置
机会成本思维的延伸,也是“不懂不做”的风险注脚。
如果你买不需要的东西,很快就得卖掉需要的东西。
If you buy things you don't need, soon you'll have to sell things you need.
投资中最危险的话就是:'这次不一样。'
最聪明的投资方式,是坚持投资于那些收益可预测、管理层诚实、且价格合理的伟大公司。
The intelligent investor is one who has a portfolio of sound investments and the temperament to stick with them through market fluctuations.
投资操作是基于透彻分析、承诺本金安全并能获得满意回报的行为。
An investment operation is one which, upon thorough analysis, promises safety of principal and an adequate return.