찰리 멍거41 My idea of shooting a fish in a barrel is draining the barrel first. Sometimes the shortsighted stock market serves up an investment opportunity that is so obvious it is hard to resist. This usually happens when there is a stock market panic and investors are fleeing any and all investments, even the ones with great long-term economics working in their favor. - -작년 10월에도 그랬고 올해 5월에도 그렇고 하락장마다 나라가 망한다고, 주식시장 망한다고 외쳐대는 이들이 있다.매번 하락 때마다 .. 2019. 6. 14. Life, in part, is like a poker game, wherein you have to learn to quit sometimes when holding a much-loved hand - you must learn to handle mistakes and new facts that change the odds. Seeing the dramatic increase in risk and the change in the attitude of Freddie Mac's management, Berkshire sold its much-loved investment at profit in 1999. Charlie knows when to hold'em, knows when to fold'em, and knows when to walk away.- -찰리는 Freddie Mac's management가 본인이 원치 않는 방향으로 가자 이것을 팔았다.반대로 생각하면 기업이 일을 잘 하고 있다면 팔지 않았을 것이라고 유추할 수 있다.종목의 주가가 몇% 오르거나 떨어졌다고 매수/.. 2019. 6. 13. People are trying to be smart - all I am trying to do is not to be idiotic, but it’s harder than most people think. The only thing be has to be careful about is bot doing something stupid, which in his case are mostly errors of omission, such as not acting when he sees a good investment or buying too little of it when the opportunity presents itself. Which is actually harder to do than one might think. - - 누구나 기회가 오면 잡을거라며 폭락이 와라고 외치지만 정작 그런 기회가 왔을 때는 감히 행동하지 못한다. 나 역시도 지나고 난 뒤에야 그것이 기회였음을 알고 아쉬움을 표한다. 지나고 .. 2019. 6. 12. Knowing what you don’t know is more useful than being brilliant. Most of Wall Street thought he had lost touch. But when the bubble finally burst and the companies’ stock prices fell, fortunes were lost, and it was Charlie who was left looking brilliant. - - 주변인들을 보면 코인 광풍 때도 그랬고 현재 주식 투자에서도 그렇고 거래 몇번을 통해 익숙해진 것을 잘 아는 것으로 착각하는 것 같다. 2019. 6. 11. 이전 1 ··· 7 8 9 10 11 다음
