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安全边际//@大道无形我有型: 回复@大唐炼金师: 是啊，以前没看过老巴讲的全文，今天偶尔看到，发现跟我的意思一样一样的哈。
引用：
2024-01-21 05:59
If you understood a business perfectly and the future of the business, you would need very little in the way of a margin of safety. So, the more vulnerable the business is, assuming you still want to invest in it, the larger margin of safety you'd need. If you're driv...