夜读 | 投资的两端分别是分析和交易，而连接这两端的是等待

期乐会05-20

投资的两端分别是分析和交易，而连接这两端的是等待。投资分析的核心是商业理解力和概率思维，投资交易的核心是赔率和逆向思维，等待的核心是谨守能力圈和尊重常识。一、从长期来看，优秀的交易无法挽救糟糕的分析，优秀的分析却可能毁于糟糕的交易。然而相比之下，最难的还是学会等待。投资业绩都是后验的，但每一笔投资的中长期概率和赔率却是可以事先决定的。优秀的业绩只是结果，导致这一结果的原因才是本质。努力、天赋和运气...

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免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

Julio堂
05-21
Julio堂
牛逼
虎镇金来
05-21
虎镇金来
通透啊
資本大師韮皇
05-21
資本大師韮皇
值得深思[微笑]
HL88
05-20
HL88
好文章，说到点子上了

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