투자 조언12 It is an unfortunate fact that great and foolish excess can come into prices of common stocks inthe aggregate. They are valued partly like bonds, based on roughly rational projections of use value in producing future cash. But they are also value partly.. This is very interesting, and it belies several of the underlying thought processes that have made Charlie so incredibly wealthy.- -For Charlie and Warren, the time to buy the "equity bonds" of a wonderful company is when everyone else is trying to sell their Rembrandts.- -주가에 대해 좋아하는 설명 중 하나.책에서 좋은 회사를 사기 좋은 때에 대한 이야기를 하지만, 반대로 생각해보면 Rembradts를 살 때가 equity bonds를 팔기 좋을 때가 아닐까 싶다.내가 가진 종목이 테마로 인.. 2019. 6. 26. I succeeded becauses I have a long attention span. Patience is a virtue, and it is also an asset in the investment game. Most people think that means patiently sitting on some investment forever, waiting for its value to go up. In Charlie's world it also means sitting patiently on a pile of cash waiting for some great business's stock price to get beaten down. And it meas having the patience to stay focused on looking for a great company selling.. 2019. 6. 25. The way to get rich is to keep $10 million in your checking account in case a good deal comes along. This is an element of the Munger investment equation that is almost always misunderstood. Why? Because most investors cannot image that sitting on a large pool of cash year after year, waiting for the right investment could possibly be a winning investment strategy, let alone one that would make them superrich. - - 2019. 6. 24. it wasn't brains that made him so rich, it was temperament. As Charlie has said many times, it wasn't brains that made him so rich, it was temperament.- - 2019. 6. 21. 이전 1 2 3 다음
