大道无形我有型2018-06-24 05:14确实是buy to keep, 但我的理解就是buy to own.
大道无形我有型2018-06-24 05:05So what you can learn is “buy to own”,就是找到不想卖的公司买下来存着
将军或流浪者2012-08-17 21:12//@大道无形我有型: 虽然我觉得自己算是很理解价值投资了,但对老巴理解的那种厚度还是经常很震惊。这次老巴在回答一个做“PE”的小伙子的问题时,只说了:“PE is 'buy to sell'. If I were you, I'll try to make some money and buy some good company(s) to own."
孤灯2012-05-09 20:32老巴让人家做pe不退出,to own,这不是外行话吗?上市了几十倍的利润不退出,傻啊
云小纾2012-05-09 14:00很早前有一个关于农场主的比喻:买下农场是为了别人更高价接手,或是,买下农场是为了获得农场每年的生产所得。
张显良2012-05-09 12:59//@大道无形我有型: 虽然我觉得自己算是很理解价值投资了,但对老巴理解的那种厚度还是经常很震惊。这次老巴在回答一个做“PE”的小伙子的问题时,只说了:“PE is 'buy to sell'. If I were you, I'll try to make some money and buy some good company(s) to own."