THE RATIONAL INVESTOR

Stocks are simple. All you do is buy shares in a great business for less than the business is intrinsically worth, with management of the highest integrity and ability. Then you own those shares forever. I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful.

August 26, 2011

Steven Jobs, Beffets advise are the same to career - find out what you have passion to do

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你的工作将会占据你人生大部分时间,因此获得成就感的惟一途径就是做你自己认为是伟大的工作,而成就一番伟业的惟一途径就是热爱你的事业。如果你还没有找到让自己热爱的事业,你要继续寻找,不要随遇而安。跟随自己的心,总有一天你会找到的。而且,工作和你之间的关系与其他任何一种伟大的关系一样,...
7 comments:
August 23, 2011

一页纸说清战略

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http://www.ebusinessreview.cn/articledetail-95276.html 我的合伙人马茨·莱德豪森(Mats Lederhausen)曾是麦当劳(McDonald's)的全球战略主管。他向我介绍了“战略树”(Strategy Tr...
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向马云学习创业

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2009年9月10日,教师节,马云45岁生日,阿里巴巴也迎来了10周岁的生日。杭州黄龙体育场,在现场三万人的尖叫中,马云一副“朋克魔女”的另类装扮上场,唱起了英文歌,成了当晚最大的亮点。马云从来不缺少娱乐精神,马云的这一装扮也成了第二天许多媒体的娱乐头条,赚取了无数眼球,由此可见...
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马云:差学生与创新者

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我理解的企业创新,就是创造新的价值。创新不是因为你要打败对手而创新,不是为了挣更多的钱,为更大的名,而是为了社会,为了客户,为了明天——创新不是为对手竞争,而是跟明天竞争。真正的创新一定是基于使命感。 小时候我有很大的梦想,想进清华、北大,也有很大的使命,想为国家做贡献。但...

比亞迪功利主義泛濫 4S店老板睡覺要吃安眠藥

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现在明白了,为什么benjiamin graham 看重P/B,目前比亚迪的股价正向每股资产值8.5元极具靠拢,只有买入PB 才是最安全的,PE完全可能瞬间变化无常,这也是教训吧。 比亞迪功利主義泛濫,其通過分網銷售達到網絡的快速擴張,但卻忽視了渠道的利益。一家比亞迪4S店...
August 21, 2011

Should Investors Follow Charlie Munger Into Byd Company?

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http://seekingalpha.com/article/270586-should-investors-follow-charlie-munger-into-byd-company The recent questionable trading of former ...
1 comment:
July 04, 2011

In business and in personal affairs, be patient but aggressive when you know what you want; continuous learning.

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Investing star Charlie Munger imparts a final few words of wisdom Munger, billionaire Warren Buffett's investing partner for 46 years an...
March 27, 2011

沃特・施洛斯(Walter Schloss)and Pricing Power than Management

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http://blog.sina.com.cn/danbin168 (本文刊登于中国工商银行《现代商业银行・管理智慧》杂志2011年第2期) 纽约的基金经理人沃特・施洛斯(Walter Schloss)有两个让人印象深刻的地方,一个是他算得上在投资领域中工作最长的人——近半个...
3 comments:
March 25, 2011

Louis who?

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A Maestro of Investments in the Style of Buffett By GERALDINE FABRIKANT CHICAGO — Warren E. Buffett is hardly a man of mystery. But wh...
February 11, 2011

Interview: Top Indian Value Investor Chetan Parikh Outlines His Fundamental Approach

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http://seekingalpha.com/article/173189-interview-top-indian-value-investor-chetan-parikh-outlines-his-fundamental-approach I’m exceptionally...
11 comments:
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