钢铁般的意志，蜗牛式的耐心，Buffet 的投资哲学

来源: longtermInvestor 于 2009-12-18 10:36:25 [] [博客] [旧帖] [给我悄悄话] 阅读数 : (815 bytes)

就是我艰辛的实践，也是我未来成功的保障。借以上几句话来纪念今天MBI的上涨。MBI 这几天明显比大盘强很多。尤其是今天出了大量。就在昨天，我还在担心我巨大的MBI持仓量。我不怕它下跌，我怕MARGIN CALL.所以坚强的意志是很重要的。今天的上涨意味着我又通过了一个折磨人的考验。我在3.3到3.5之间买了大量的MBI，愿上帝保佑我！

“There is no secret ingredient, you just have to believe it".

I am not predicting short term trend on MBI, I am holding it mid to long term. I may sell or add along the way, more likely selling since I have too much of it. But I am very bullish on its short term performance too. MBI's endured a lot of bad news lately: seemingly bad quarterly report, possible bankruptcy of ABK, kicked out of sp500 ... I think we have seen the worst. Draw your own conclusion, pay attention to insider buys.

所有跟帖： 

• 用博士后的一句话，你的膀胱天生没别人的大，就别非要比比看了。 -边炒边赚- ♀ 给 边炒边赚 发送悄悄话 (0 bytes) () 12/18/2009 postreply 10:38:16

• thank you, 我不爱和人比的。 -longtermInvestor- ♂ 给 longtermInvestor 发送悄悄话 longtermInvestor 的博客首页 (10 bytes) () 12/18/2009 postreply 10:48:04

• Buffett的投资哲学? Buffett会买MBI吗？ -passers- ♂ 给 passers 发送悄悄话 (0 bytes) () 12/18/2009 postreply 10:39:15

• why not? -longtermInvestor- ♂ 给 longtermInvestor 发送悄悄话 longtermInvestor 的博客首页 (0 bytes) () 12/18/2009 postreply 10:41:36

• 觉得Buffett大神的风格不会买MBI, 今年二月份他也说过没兴趣。jm2c -passers- ♂ 给 passers 发送悄悄话 (0 bytes) () 12/18/2009 postreply 10:50:52

• I do not remember that Buffet said he is not interested -longtermInvestor- ♂ 给 longtermInvestor 发送悄悄话 longtermInvestor 的博客首页 (166 bytes) () 12/18/2009 postreply 10:57:31

• He usually buys solid predictable company. I agree now is differ -passers- ♂ 给 passers 发送悄悄话 (75 bytes) () 12/18/2009 postreply 11:08:00

• MBI's CEO used to work in Geico, CFO or sth. -longtermInvestor- ♂ 给 longtermInvestor 发送悄悄话 longtermInvestor 的博客首页 (267 bytes) () 12/18/2009 postreply 11:14:14

• good luck :) -passers- ♂ 给 passers 发送悄悄话 (0 bytes) () 12/18/2009 postreply 11:16:20

• thank you for a healthy serious debate. -longtermInvestor- ♂ 给 longtermInvestor 发送悄悄话 longtermInvestor 的博客首页 (14 bytes) () 12/18/2009 postreply 11:30:01

• 谋事在人，成事在天，活得久了，就会常怀一颗 -longtermInvestor- ♂ 给 longtermInvestor 发送悄悄话 longtermInvestor 的博客首页 (10 bytes) () 12/18/2009 postreply 10:52:14

• 回复：钢铁般的意志，蜗牛式的耐心，Buffet 的投资哲学 -ThousandDollarBill- ♂ 给 ThousandDollarBill 发送悄悄话 (199 bytes) () 12/18/2009 postreply 10:51:14

• why can't I, buddy? -longtermInvestor- ♂ 给 longtermInvestor 发送悄悄话 longtermInvestor 的博客首页 (30 bytes) () 12/18/2009 postreply 10:54:39

• 回复：why can't I, buddy? -ThousandDollarBill- ♂ 给 ThousandDollarBill 发送悄悄话 (88 bytes) () 12/18/2009 postreply 10:56:21

• read my blog, body, my performance is way better than -longtermInvestor- ♂ 给 longtermInvestor 发送悄悄话 longtermInvestor 的博客首页 (202 bytes) () 12/18/2009 postreply 10:59:59

• wow, we got a new Buffet here. -ThousandDollarBill- ♂ 给 ThousandDollarBill 发送悄悄话 (0 bytes) () 12/18/2009 postreply 11:01:14

• hope so! -longtermInvestor- ♂ 给 longtermInvestor 发送悄悄话 longtermInvestor 的博客首页 (0 bytes) () 12/18/2009 postreply 11:02:10

• 钢铁般的意志，蜗牛式的耐心/这是我今天一早反复想说的话， -小马过河了- ♀ 给 小马过河了 发送悄悄话 (16 bytes) () 12/18/2009 postreply 11:05:27

• 多谢，于我心有戚戚焉！ -longtermInvestor- ♂ 给 longtermInvestor 发送悄悄话 longtermInvestor 的博客首页 (0 bytes) () 12/18/2009 postreply 11:08:17

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