重读经典-段永平推荐-沃伦·巴菲特 Warren E. Buffett 1998 年在佛罗里达大学的演讲随想

发布于: 雪球转发:4回复:5喜欢:5

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Because most behaviors are habitual. The chains of habit are too light to be felt until they are too heavy to be broken. 

坏习惯的枷锁,开始的时候轻的难以察觉,到后来却重的无法摆脱.

随想:习惯成自然。勿以善小而不为,勿以恶小而为之。

But time is the friend of the wonderful business; it is the enemy of the lousy business. If you are in a lousy business for a long time, you will get a lousy result even if you buy it cheap. If you are in a wonderful business for a long time, even if you pay a little bit too much going in you will get a wonderful result if you stay in a long time.

时间是好生意的朋友,烂生意的敌人。如果长期持有一个烂生意,就算买得再便宜,最后也只能取得很烂的收益。如果长期持有好生意,就算买得贵了一些, 只要长期持有,还是会取得出色的收益。

随想:长期看,复利的优势充分体现,好公司不逃顶。每次做波段的结果都是以更高的价格买入。

There was a lousy book with a great title written by Walter Gutman—You Only Have to Get Rich Once. 

沃尔特•古特曼写的,书名是《一生只需富一次》

随想:只富一次一直以为是巴菲特说的一句话,原来是一本书。不是每个人都像史玉柱一样可以富二次。基本上不太可能东山再起了。史玉柱富二次后,也从“胆大包天”变得”胆小如鼠“了。

I urge you. We basically never borrow money. 

同学们,引以为戒。我们基本上没借过钱。

随想:Stopping doing list中的不融资融券/Margin,不要上杠杆,最好不借钱,投资用闲钱.

It is like Henry Kauffman said, “The ones who are going broke in this situation are of two types, the ones who know nothing and the ones who know everything.” 

亨利•考夫曼说过一句话:“破产的有两种人,一种是什么都不知道的,一种是什么都知道的。”

随想:初生牛犊不怕虎和淹死的都是会游泳的。理性看待市场,心存敬畏。当你觉得自己可以战胜市场的时候,麻烦就要来了。

I said, “Look, you are 28 and you have been doing all these things, you have a resume 10 times than anybody I have ever seen. Isn’t that a little like saving up sex for your old age?

When you get out of here take a job you love, not a job you think will look good on your resume. You ought to find something you like.

There comes a time when you ought to start doing what you want. Take a job that you love. You will jump out of bed in the morning. 

我说:“你才28 岁,已经有这么漂亮的工作经历了,你的简历比一般人的漂亮 10 倍。你还接着做自己不喜欢的工作,不觉得有点像年轻的时候把性生活省下来,留到岁数大的时候再用吗?

挑一个自己真心喜欢的工作,别为了让自己的简历更 漂亮而工作,要做自己真心喜欢的。时间久了,你的喜好可能会变,但在做自己 喜欢的事的时候,早晨你会从床上跳起来。

随想:“年轻的时候把性生活省下来” 夺笋啊,生动又刻薄。可以把喜好和工作合二为一,确实是一件幸福又快乐的事情。

全部讨论

2023-12-09 08:39

坏习惯的枷锁,开始的时候轻的难以察觉,到后来却重的无法摆脱.

2022-01-27 03:14

2022-01-25 15:02

我觉得挺好的

2022-01-25 12:27

照片是巴菲特和谁?