一般，从事出租房生意比较容易遵守投资的基本原则，在股市投资比较容易违反投资的基本原则。

这方面朽哥就是个最好的例子，

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."
 

金融杠杆是朽哥玩得滚瓜烂熟的看家本领，但是到了股市，他恰恰是在提供金融杠杆服务的公司上犯了最基本的投资错误。

在利率处于长期的超低区域的时候，投资提供高金融杠杆产品的公司，这是个很低级的投资错误。

为什么要重仓？如何重仓？是股市投资的常识内容。

2010年，芒格的演讲 ART OF STOCK PICKING

“They bet big when they have the odds. And the rest of the time, they don't.

It's just that simple.”

 

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• RE -wxczzhan- ♂ (209 bytes) () 01/04/2017 postreply 12:23:26