”I totally missed this stock”

这是投资中唯一而目永恒不变的事实：市场上有5000家公司上市，从概率上说，”I totally missed this stock” 是一个100 ％的事件，也不可能带来任何财富

相反，深入了解自己能掌握的行业，投资并重仓投资自己对其基本面有认识的公司，才是有效的投资之道

至于”万一这是一家yahoo” 怎么办？well，我只能说如果你没有能力去asses为什么要投一家公司，或者在yahoo 拒绝微软收购时判断这公司已无长期投资资值，确实应该定投大盘

所有跟帖： 

• 对于任何一家你投资的长期龙头股，必须要回答2个问题：a: 我为什么长投这家公司 b: 什么样的基本面的改变要促使我exit -三心三意- ♂ (0 bytes) () 05/21/2025 postreply 07:49:00

• I think AWS is losing Cloud share to Azure... I wrote below -BrightLine- ♂ (111 bytes) () 05/21/2025 postreply 07:51:29

• i don’t think this true -三心三意- ♂ (0 bytes) () 05/21/2025 postreply 08:03:00

• that is why they say they did not have enough capacity -BrightLine- ♂ (41 bytes) () 05/21/2025 postreply 08:05:07

• MSFT said same thing on the earning call -三心三意- ♂ (0 bytes) () 05/21/2025 postreply 08:06:00

• AWS this quarter only 17% growth while Azure is much highly -BrightLine- ♂ (409 bytes) () 05/21/2025 postreply 08:07:44

• this has been the case for last 2 yrs -三心三意- ♂ (0 bytes) () 05/21/2025 postreply 08:09:00

• No. Last few quarters AWS' growth rate is 19% or 21% -BrightLine- ♂ (0 bytes) () 05/21/2025 postreply 08:17:25

• i mean Azure growth has been higher than AwS in last 2 yrs -三心三意- ♂ (0 bytes) () 05/21/2025 postreply 08:18:00

• In the past, they either all grow or all slow together -BrightLine- ♂ (0 bytes) () 05/21/2025 postreply 08:21:16

• 很多时候，说完“I totally missed this stock”，若干时间回头再看，“this stock” 又 -我是一只井底蛙- ♂ (204 bytes) () 05/21/2025 postreply 07:52:19

• 同意这个说法。过去十几年，7大科技巨头股票创造了巨大财富，什么时候进去都很好 -桃花源里人家- ♂ (0 bytes) () 05/21/2025 postreply 08:03:48

• 是的 -bogbog- ♀ (0 bytes) () 05/21/2025 postreply 08:06:03

• 我的原文本来意思是不要跟风，不要追热股。当然你说的也是对的，对自己真正了解的公司也不票在乎几个点位的差价 -三心三意- ♂ (0 bytes) () 05/21/2025 postreply 08:09:00

• 不懂股，可以蒸馏亮线的博客... -gladys- ♂ (0 bytes) () 05/21/2025 postreply 10:10:18