Mistakes that markets tend to commit regularly that provide opportunities
- Over-reaction to short-term events
- Tendency to view outcomes as binary but the real world is not binary
- Tendency to extrapolate current state into eternity
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Mistakes that markets tend to commit regularly that provide opportunities
- Over-reaction to short-term events
- Tendency to view outcomes as binary but the real world is not binary
- Tendency to extrapolate current state into eternity
$宁德时代(SZ300750)$ 的业绩一直没问题，但当市场都在看2050年的DCF的时候可能要小心了。很讽刺的是，双碳吼的最凶的时候却是买煤炭最好的时点。今天啥吼得最凶呢？