我评估一门生意,先看它十年后还在不在、好不好。
When I assess a business, I first ask whether it'll still exist and thrive in ten years.
我评估一门生意,先看它十年后还在不在、好不好。
When I assess a business, I first ask whether it'll still exist and thrive in ten years.
这句话究竟在说什么
段永平评估生意的第一问,永远是“十年后”。若一家企业十年后的存续与质地你都不敢判断,现在再便宜也难下注。这个长视角,自动过滤掉绝大多数短线噪音与脆弱标的。
给普通投资者的可执行清单
一个真实故事 / 场景化情节
段永平买苹果、茅台,都先问“十年后它们还在吗、更好吗”,答案肯定才下手。他说:很多股票经不起这一问,一问就现形。
这句话在该大师思想体系里的位置
与“买愿持有十年的公司”“时间是朋友”同源。
投资者对短期业绩的执着,是长期回报最大的敌人。
The single greatest edge an investor can have is a long-term orientation.
宏观经济预测不会让你赚钱。如果你把所有经济学家首尾相连排成一条线,他们还是指不出方向。
Macroeconomic predictions won't make you money. If you laid all the economists end to end, they still wouldn't reach a conclusion.
能看三年也好啊,肯定好过看三天的。
Being able to see three years ahead is already good enough, certainly much better than just seeing three days ahead.
最好的投资就是投资自己。
The best investment you can make is in yourself.