永远不要投资你无法用蜡笔画出来的公司。

Never invest in any idea you can't illustrate with a crayon.

很多事情做起来都会有利可图，但是你必须坚持只做那些自己能力范围内的事情。

There are many things that are profitable to do, but you must insist on doing only those within your circle of competence.

只要做好少数几件事，就足以成功。关键在于——大多数人都做不到这少数几件事。

You only have to do a very few things right in your life so long as you don't do too many things wrong.

敢重仓的才是真懂，像谷歌、英伟达我至今没搞懂，就绝不重仓。