看巴菲特视频笔记

来源: 2018-04-15 21:16:23 [] [博客] [旧帖] [给我悄悄话] 本文已被阅读: 次 (3214 bytes)

About Why USA Succeeded Over Other Countries:


1.  Market System
2.  Rule of Law
3.  Equality of Oppy (think immigrants);

 

About Investing, Management, etc.:


5.  I dont mix politics and investment decisions
6.  I want my money in companies, not in treasuries (because treasries sells at some 40x of earnings and will never grow)
7.  American dynamism (美国的活力)(is) my theme for decades
8.  I dont know anyone who can time the market
9.  People should buy stock consistently over time
10. Interest rates are enormously important over time
11. Stocks are cheap with current interest rates (Feb2017)
12. We are not in a bubble territory now (Feb2017)

About Management:


13. Praise by name and criticize by category
14. Tom Murphy told me that you can always tell someone go to hell (but will you?)
15. (from speech in U of Nebraska 2003 leadership class): in this country it takes 3 thing to achieve (extraordinary) success: intellegence, energy & integrity
16. Having the right heros is terribly important
17. Hiring: only 1 question for the candidate: are you a fanatic (about the job/business).  If yes you are in
18. It is an enormous mistake that you have to have an opinion on everything.
19. Do a "newspaper test" if you are not sure if it the right thing to do
20. Give poeple ways to test on your theories and what you want to achieve
21. I get to select people who works with me and that is a huge advantage

 

About Life:


22. The most important thing in life is to do what you love doing with the people who you love doing with
23. We won the ovarian lottery when we were born in this country (you have 4x chances to be born in China!)
24. When each writes on paper one word to describe what helped us (Bill and Warren) the most: focus.
25. (Munger) Celebration is part of what makes a group of people work together
26. When I was born in 1940 I had a chance of 40 to 1 to be born in USA.  I did won an ovarian lottery on that day! And 50 to 50 to be a male.  So in all I had 80 to 1 chance to be born a male in USA.  To me that is an enormous luck.

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所有跟帖: 

不要把老巴的话当成语录去学习 -tgmomtobe- 给 tgmomtobe 发送悄悄话 tgmomtobe 的个人群组 (98 bytes) () 04/15/2018 postreply 21:35:14

有道理,不过,如果你跟老巴买股票,他买什么,你就买什么,结果倒是不错!我有一朋友就是这样做的。 -hhtt- 给 hhtt 发送悄悄话 hhtt 的博客首页 hhtt 的个人群组 (0 bytes) () 04/16/2018 postreply 16:45:32

20年前可以,现在就不太适合了 -tgmomtobe- 给 tgmomtobe 发送悄悄话 tgmomtobe 的个人群组 (0 bytes) () 04/16/2018 postreply 18:46:00

18. It is an enormous mistake that you have to have an opinion -igeorge- 给 igeorge 发送悄悄话 igeorge 的个人群组 (188 bytes) () 04/16/2018 postreply 22:23:29

谢谢 -inet-fan- 给 inet-fan 发送悄悄话 inet-fan 的博客首页 inet-fan 的个人群组 (0 bytes) () 04/15/2018 postreply 22:26:28

哇!这有些像当年文革时,抄毛主席的话,一句顶一万句的意思! -hhtt- 给 hhtt 发送悄悄话 hhtt 的博客首页 hhtt 的个人群组 (0 bytes) () 04/16/2018 postreply 16:39:23

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