最近開始看"孫子兵法"這本書, 有種相見很晚的感覺, 也覺得超好看的. 商場如戰場, 評價股票, 基本上就跟孫子的教戰守則如出一轍啊. 麥肯錫的SWOT analysis, 也就是孫子提到的五事七計:
在看書的時候, 讀到了伍子胥帶兵的方法, 覺得好眼熟. 這不就是在窮查理的那本書裡面, 蒙格提到的觀念嗎?
查理.蒙格(Charlie Munger)認為: 首先，是學會利用“反向思維”。不同於大部分人更關心如何在股市投資上成功，而蒙格最關心的，卻是為什麼在股市投資上大部分人都失敗了。在蒙格看來，你要先去考慮哪些東西會讓你想做的事情失敗，然後才能想辦法避免失敗的發生。
Haven't really analyzed a company and stock on my own for a while. To be honest, I missed it. I enjoyed the process of doing research, gathering my ideas, and writing my findings down. On my own, alone, on the stock that I picked for myself. Not a team work effort. I guess that, to me, doing this is like catharsis to me. But recently I've been just God damn too busy to do it.
I am not complaining. I do appreciate the fact that now I have so many comrades. I enjoy working with them. My teammates are great. But it's just that once a while, I wish I could have time to write something I enjoy most, a stock/company that I see potential, and share it with my fellow investor friends. I am the person who tries to strike a balance between individual work and team work. But recently I've been kind of out of balance. I understand this difficult time shall pass---only if I have to give up something on my plate.
To my readers: I do miss writing here. Hopefully I can do it again, soon.