@大道无形我有型 芒格在今年的daily journal股东大会上说“You have got to somehow recognize a good business before it’s recognizable as a good business. That’s very hard to do.Some people get good at it, but not many. ” 大道投资网易乃至苹果等，显然是先于大多数人发觉这是门好生意。想请问大道，您是怎么做到“先知先觉”的？