股市投资者从不否定房产投资方式，但是无论是不是地主，大多数人对股市的认知只是“炒股”。

我们不是来否定房产投资了。对于想认真了解股市投资的人提示一下，不要把自己的认知仅仅停留在“炒股”上，这是完全错误的，炒股离股市的投资大门非常遥远。

按理说，有生意经验的人可以更好的理解股市投资，但是事实并非如此。

From Chapter 20 of Benjamin Graham's book The Intelligent Investor:

"Investment is most intelligent when it is most businesslike. It is amazing to see how many capable businessmen try to operate in Wall Street with complete disregard of all the sound principles through which they have gained success in their own undertakings. Yet every corporate security may best be viewed, in the first instance, as an ownership interest in, or a claim against, a specific business enterprise. And if a person sets out to make profits from security purchases and sales, he is embarking on a business venture of his own, which must be run in accordance with accepted business principles if it is to have a chance of success."
 

'Investing is more intelligent when it is most businesslike' - Benjamin Graham

 

"The very liquidity of stock markets causes people to focus on price action. If you buy an apartment house, if you buy a farm, if you buy a McDonald's franchise you don't think about what it's going sell for tomorrow or next week, or next month, you think about how is this business going to do. But stocks with this huge liquidity suck people in and they turn what should be an advantage into a disadvantage."  - 芒格

对于有股市投资的人，深入的学习和理解投资大师对股市投资的基本理解，我们说的是常识，对自己是有好处的。用一级市场的思维考虑二级市场，是很有帮助的。

在投资的世界里，一次大机会的成果远超过千百次的小折腾。同样的时代大家其实面临的机会都差不多，区别只在于把握度。真正的大机会，把握住一次足以改变境遇；把握住两次将开启全新的人生；把握住三次整个家族都会不同。

很多事情你只要努力付出了，没功劳也有苦劳，勤奋会有个基本的收益保障。但投资这行既残酷又简单的特征在于，从来不问你付出了多少，而只看你对不对。这种类别的工作，努力是第二位的，第一位是正确的价值观和方法论。否则，方向不对，越勤奋越坎坷，越痴迷越疯魔。

水晶苍蝇拍

学习股市投资要慎重选择方向，因为这种类别的工作，努力是第二位的，第一位是正确的价值观和方法论。