发布于: | 雪球 | 回复:9 | 喜欢:0 |
巴菲特说:
“We don’t get paid for activity; we get paid for being right. As to how long we’ll wait, we’ll wait indefinitely.”
索罗斯说:
“It's not whether you're right or wrong that's important, but how much money you make when you're right and how much you lose when you're wrong."
彼得林奇说:
"All you need for a lifetime of successful investing is a few big winners, and the pluses from those will overwhelm the minuses from the stocks that don’t work out."
大师所见略同,呵呵
同意。A 股两千多付牌,选择1-2付,一年3-4局就足够了。如果有能力看全球市场,估计也就这么几付,优中选优,但关键在自己理解这些牌,而不是这牌的绝对纯度。
定价错误很可能是放在企业平均状态。但经济和企业是在变的,在动态状况下理解牌的定价是难的。所以活到老学到老啊。很愉快的是,始终你可以在不理解的情况下不下注。