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要成为优秀的投资者,就要认识到人性中集体的动物性,要认识并管理好自己的人性,从人性高度认识和发现企业家,并且从内心深处尊重企业家。笔者有幸于今年5月初在美国奥马哈第二次参加巴菲特的股东大会。现场一个普通投资者问:“如果我要用2分钟向13岁的女儿解释哈撒维公司的核心竞争优势,请问我该怎么说?”89岁的芒格用半分钟的时间答道:“一是当别人都失去理智的时侯,我们保持理智;二是我们有
To become a good investor, we must recognize the collective animal nature of human nature, recognize and manage our humanity, recognize and discover entrepreneurs from human nature, and respect entrepreneurs from the bottom of our hearts. I was fortunate to attend Buffett’s shareholders’ meeting for the second time in early May this year in Omaha, the United States. An ordinary investor at the scene asked: ”If I take 2 minutes to explain to the 13-year-old daughter Hathaway’s core competitive advantage, how can I say?“ 89-year-old Munger answered in half a minute : ”First, when other people lose their reason, we remain rational. Second, we have