一本写在18年前的好书,现在看来是多么的前瞻性。不只研究科技股,连现在用来对抗mRNA vaccines 技术都在那时候被提及。最震撼的是,其中一位被采访的亿级身家的基金经理,Alberto Vilar, 当年是多么的厉,多么的高调支持音乐艺术,多么的看不起吝啬的华伦巴菲特 (“they should be put in the dunce corner as self-centered cheapskates.” 最后沦落到洗钱的罪名而至阶下囚。当年被他谈到的公司,大部份已除牌,只剩有$eBay(EBAY)$$Amazon.com(AMZN)$$Expedia(EXPE)$不到最后,生命的尽头,还是学学老中华的智慧,易经里第十五卦的谦卦才是上上策呀。
The only thing that can destroy a great company is always coming internally. Look at the failing of great empires throughout the history of mankind. Pls like and comment.
Facebook dropped nearly 5% after the worst outage and whistleblower interview
这是一本介绍99个人性心里误判的书。决定一位投资者能够长期在股市生存並蓬勃发展,除了在股项上的选择,在时间点上的选择也间接决定了不同程度的赚幅。理性的思考每一位投资者都晓得,然而在思考上的误区却不是每一位投资者都能探知的。打个比如,当一只股票的价钱,从投资者的买进点下跌了10%,市场上的投资者就会出现以价钱来决定导向的两派人马,一派会选择加码,另外一派就会选择割肉离场。这时市场就会反映这两股力量的较力。割肉的越多当然会加剧股价下跌的趋势,因为股价的再一次下行,这会引致更多的割肉,甚至是践踏的现象。不管在之前做了什么功课,都会被股价给冲击而丢掉九霄云外。作者在第50个误判就指出了他自身在股市上经历的:- 用了伊索预言里头,吃不到葡萄说葡萄酸的狐狸故事。“.. when i had to choose between investing in two different stocks. My chosen stock lostmuch of its value shortly after the purchase,whereas share in the other stock, the one i hadn’t invested in, skyrocketed. I couldn’t bring myself to admit my error. Quite the reverse, in fact: i distinctly remember trying to convince a friend that, though the stock was experiencing teething problems, it still had more potential overall. Only cognitive dissonance can explain