和巴菲特吃那顿午餐,最大的收获是确认了价值投资这条路。
The biggest gain from that lunch with Buffett was confirming the path of value investing.
和巴菲特吃那顿午餐,最大的收获是确认了价值投资这条路。
The biggest gain from that lunch with Buffett was confirming the path of value investing.
这句话究竟在说什么
2006年段永平以62万美元拍下与巴菲特午餐,图的是“亲眼确认”。他说最大的收获不是某个代码,而是确认价值投资这条路走得通、值得走。偶像的肯定,给了他长期坚守的底气。
给普通投资者的可执行清单
一个真实故事 / 场景化情节
段永平拍午餐不为荐股,只为和偶像面对面确认方向。事后他更坚定地买好公司、长期持有。他说:那顿饭买的是“信心”,比买代码值钱。
这句话在该大师思想体系里的位置
是他与投资界“源头”的联结,价值投资信念的加冕。
大道至简,把复杂的事想简单,把简单的事做扎实。
The great way is simple: think complex things simply, and do simple things solidly.
一般来讲,聪明人知道如何把事情做对,但有智慧的人知道要做对的事情。投机投的是零和游戏,投资投的是企业带来的利润。
Generally speaking, smart people know how to do things right, but wise people know to do the right things. Speculation is a zero-sum game; investing is betting on the profits generated by the business.
投资于那些有稳定现金流的公司,比投资于那些只有增长潜力的公司更安全。
Investing in companies with stable cash flows is safer than investing in companies with only growth potential.
正确与否和难不难没有关系的,难而正确逻辑不通,难到不难的正确的事就不做了?
Whether something is right has nothing to do with whether it's hard. 'Hard but right' is illogical. Would you stop doing the right thing just because it's not hard?