发布于: 雪球转发:0回复:5喜欢:0
That the stock market is a zero sum game, If you take out the value creation by the companies,  is very well understood.

How to separate out investor and speculator is an interesting question, but seems to defy clear-cut delineation. One way to look at it is perhaps: if you are mostly focusing on the value creation, you are an investor; if you are mostly focusing on the "zero sum" part, then you are more likely a speculator.

Poker is certainly fun and useful for exercising brain, but to say "德州扑克是价值投资者的一项必修技" is certainly stretching the logic.  In any event, I think it is a good idea to start a poker club in parallel to the investment club :-)
引用:
2013-02-27 16:33
周末参加了@eric123 组织的湾区球友聚会,大家分享了投资理念和个股的看法,让俺学到很多,收获巨大。多谢 Eric 同学的组织,希望能继续搞下去,希望更多球友能参加。 [鼓掌]
俺的有些观点大家可能不易接受,我们求同存异,很享受跟大家交流的过程。把俺聚会上提到的一些想法跟大家分享下,欢...

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2013-02-28 08:31

Start a poker club, good idea. :)