2016年9月25日 星期日

[投資觀念] 蒙格與伍子胥

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: 
http://www.360doc.com/con…/…/0308/22/7470121_192862875.shtml

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。

而這是伍子胥帶兵的方式(偷懶, 就直接從網路上擷取資料了):









而上面講伍子胥的截文之第二段, 也可以應用在投資上, 也就是在買進股票的時候, 也已經要有了出場的計畫(exit plan.)

蒙格與伍子胥, 一中一西, 一古一今, 講的觀念卻是一樣的. 

蒙格文章來源: StockFeel 股感,來自生活 "如果沒有查理・蒙格 巴菲特還會是巴菲特嗎?" https://goo.gl/PKGvBd
伍子胥文章來源: https://goo.gl/Ab6SC3

2016年9月17日 星期六

[貓的碎念] Pros and Cons

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.