到鱼多的地方钓鱼

学术   2024-09-18 12:03   上海  

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1.Theres a rule of fishing thats a very good rule. The first rule of fishing is fish where the fish are, and the second rule of fishing is dont forget rule number one. And in investing its the same thing. Some places have lots of fish, and you dont have to be that good a fisherman to do pretty well. Other places are so heavily fished that no matter how good a fisherman you are, you arent going to do very well. And in the world were living in now, an awful lot of places are in the second category. I dont think that should discourage anyone. I mean lifes a long game, and there are easy stretches and hard stretches and good opportunities and bad opportunities. The right way to go at life is to take it as it comes and do the best you can. And if you live to an old age, youll get your share of good opportunities. It may be two to a lifetime, that may be your full share. But if you seize one of the two, youll be alright.


捕鱼有一条非常好的规则第一条捕鱼规则是在有鱼的地方捕鱼第二条规则是不要忘记第一条规则

在投资方面也是如此有些地方有很多鱼你不必是一个很好的渔夫就可以做得很好其他地方已经被大量捕捞以至于无论你是多么优秀的渔夫你都不会做得很好

我们生活的现实世界不幸很多地方都属于第二类我认为这不应该让大家灰心我的意思是人生是一场漫长的比赛有容易的区域和艰难的区域有好的机会也有坏的机会正确的生活方式是顺其自然尽力而为如果你活到了老年你会得到你的那份好机会你一生可能有两个好机会如果你抓住其中之一就不枉此生


2.But of course when people talk about common sense they mean ‘uncommon sense’. Every time you hear that somebody has a lot of common sense it means he’s got uncommon sense. And it is much harder to have common sense than it is generally thought.

大家都知道,所谓常识,是平常人没有的常识。我们在说某个人有常识的时候,我们其实是说,他具备平常人没有的常识。人们都以为具备常识很简单,其实很难.


3.我理解的“接受了良好的教育”,是知道什么时候教授是错的,而且知道什么是对的。教授说什么,就是什么,这谁都做得到。关键在于,你要分辨,教授讲的东西,哪些对,哪些错,这才是接受了良好教育的人。


4.知道自己能力圈的边界,非常非常重要。连边界在哪都不知道,怎么能算是能力圈?没那个能力,却以为自己有,肯定要犯大错。



5.我的处世之道是:看透最傻的事,敬而远之。如此生活,我不能让自己成为一个受欢迎的人,但是我能对许多麻烦做到防患未然。


6.(问:您长寿、幸福的秘诀是什么?)不嫉妒。不抱怨。不过度消费。面对什么困难,都保持乐观的心态。交靠谱的人。做本分的事。都是些简单的道理,也都是些老掉牙的道理。做到了,一生受益。

渐悟
复利投资,一仓加准,仓仓加准,不断复制。业务简单可理解,业绩稳定经验证,未来可期能估值,安全边际保盈利。
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