가치투자355 찰리 멍거의 주식투자 조언 #35 THE FUTURE OF BERKSHIRE HATHAWAY The Tao of Charlie Munger www.yes24.com #35 THE FUTURE OF BERKSHIRE HATHAWAY "When I came out to California, there was this playboy and he spent all his time drinking heavily and chasing movie stars. His banker called him in and said that he was very nervous about his behavior. He told his banker, 'Let me tell you something: my municipal bonds don't drink.'" 본문 Charlie is using this story to rem.. 2020. 3. 15. 찰리 멍거의 주식투자 조언 #34 OPPORTUNITY The Tao of Charlie Munger www.yes24.com #34 OPPORTUNITY "You do get an occational opportunity to get into a wonderful business that's being run by a wonderful manager. And, of course, that's hog heaven day." 본문 Charlie believes that if you aren't buying like crazy when you have the opportunity to buy a business that has a huge potential, it is a big mistake. The key here is to buy aggressively w.. 2020. 3. 15. 찰리 멍거의 주식투자 조언 #33 NOT BEING STUPID The Tao of Charlie Munger www.yes24.com #33 NOT BEING STUPID "It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead of trying to be very intelligent. There must be some wisdom in the folk saying: 'It's the stron swimmers who drown.'" 본문 Strong swimmers are the ones who swim way out and potentially get themselves in trouble. Weak.. 2020. 3. 15. 찰리 멍거의 주식투자 조언 #32 메타인지 The Tao of Charlie Munger www.yes24.com #32 RECOGNIZING REALITY "I think that one should recognize reality even when one doesn't like it; indeed, especially when one doesn't like it." 본문 The reality that Charlie is talking about here is when a much-loved investment enters a news realm of economic realityㅡwhich means that over time the underlying economics of the company have changed so much that.. 2020. 3. 14. 이전 1 ··· 23 24 25 26 27 28 29 ··· 89 다음