c*o
2 楼
这里的投资方法跟老八不一样
s*n
3 楼
They discuss those nonsense because they don't really understand what
Buffettology really means. I am not a Buffett fan personally, but I know
no matter he is right or wrong this time, it's just too early to
discuss. Judging his performance based on return within a few month is
not only meaningless but also laughable.
The only reason those guys talk about Buffett at this moment is that
finding out a legend falling down (if that's ever true) along with
their accounts makes them feel a little bett
【在 F*******e 的大作中提到】
: 别的版贴的到处都是。
Buffettology really means. I am not a Buffett fan personally, but I know
no matter he is right or wrong this time, it's just too early to
discuss. Judging his performance based on return within a few month is
not only meaningless but also laughable.
The only reason those guys talk about Buffett at this moment is that
finding out a legend falling down (if that's ever true) along with
their accounts makes them feel a little bett
【在 F*******e 的大作中提到】
: 别的版贴的到处都是。
m*t
5 楼
+1. I don't follow him either, but what part of the "long term means
something longer than 6 months" do those people not understand? LOL
【在 s********n 的大作中提到】
: They discuss those nonsense because they don't really understand what
: Buffettology really means. I am not a Buffett fan personally, but I know
: no matter he is right or wrong this time, it's just too early to
: discuss. Judging his performance based on return within a few month is
: not only meaningless but also laughable.
: The only reason those guys talk about Buffett at this moment is that
: finding out a legend falling down (if that's ever true) along with
: their accounts makes them feel a little bett
m*u
6 楼
Agree. Most people did not read the annual letter before jumping into
conclusions.
All (financial) stuff aside, it's admirable thing to have a sense of humor
in this bloodsheding market (and economy)...so go read his letter, it's just
24 pages long, and took me couple hours :-)
【在 s********n 的大作中提到】
: They discuss those nonsense because they don't really understand what
: Buffettology really means. I am not a Buffett fan personally, but I know
: no matter he is right or wrong this time, it's just too early to
: discuss. Judging his performance based on return within a few month is
: not only meaningless but also laughable.
: The only reason those guys talk about Buffett at this moment is that
: finding out a legend falling down (if that's ever true) along with
: their accounts makes them feel a little bett
conclusions.
All (financial) stuff aside, it's admirable thing to have a sense of humor
in this bloodsheding market (and economy)...so go read his letter, it's just
24 pages long, and took me couple hours :-)
【在 s********n 的大作中提到】
: They discuss those nonsense because they don't really understand what
: Buffettology really means. I am not a Buffett fan personally, but I know
: no matter he is right or wrong this time, it's just too early to
: discuss. Judging his performance based on return within a few month is
: not only meaningless but also laughable.
: The only reason those guys talk about Buffett at this moment is that
: finding out a legend falling down (if that's ever true) along with
: their accounts makes them feel a little bett
b*e
7 楼
Right, he always uses words such as "sleep with" or/and "nude".
just
【在 m*****u 的大作中提到】
: Agree. Most people did not read the annual letter before jumping into
: conclusions.
: All (financial) stuff aside, it's admirable thing to have a sense of humor
: in this bloodsheding market (and economy)...so go read his letter, it's just
: 24 pages long, and took me couple hours :-)
just
【在 m*****u 的大作中提到】
: Agree. Most people did not read the annual letter before jumping into
: conclusions.
: All (financial) stuff aside, it's admirable thing to have a sense of humor
: in this bloodsheding market (and economy)...so go read his letter, it's just
: 24 pages long, and took me couple hours :-)
b*e
8 楼
他的文章我们一般只有学习的份。学习他的基本原理,理解他的思考方法。许多看似冒
险,看似不合理的举动,如果我们从他公司的角度考虑,应该是比较合理的。
比如,他说COP他买在了油价的峰值是个错误。因为他在卖掉中国石油的时候说过,油
价30的时候他信心十足,油价75的时候他就会非常小心了。而他的COP应该买在油价100
以上的时期。就是说他犯错误是因为他违反了一个他自己设定的规则,就是不在油贵的
时候买石油股。而不是因为后来COP跌下来了。我们不能因为第二天早晨起来发现自己
的一夜情娘是个梅毒患者,就说我这个一夜情是错的。但是如果头一天晚上就有迹象表
明这个一夜情娘是个梅毒患者,那我们还去搞就是我们的不对了。
【在 F*******e 的大作中提到】
: 别的版贴的到处都是。
险,看似不合理的举动,如果我们从他公司的角度考虑,应该是比较合理的。
比如,他说COP他买在了油价的峰值是个错误。因为他在卖掉中国石油的时候说过,油
价30的时候他信心十足,油价75的时候他就会非常小心了。而他的COP应该买在油价100
以上的时期。就是说他犯错误是因为他违反了一个他自己设定的规则,就是不在油贵的
时候买石油股。而不是因为后来COP跌下来了。我们不能因为第二天早晨起来发现自己
的一夜情娘是个梅毒患者,就说我这个一夜情是错的。但是如果头一天晚上就有迹象表
明这个一夜情娘是个梅毒患者,那我们还去搞就是我们的不对了。
【在 F*******e 的大作中提到】
: 别的版贴的到处都是。
b*e
9 楼
再比如,看跌期权的出售,如果10年后的市场指数还是今天值的话(可以说这是worst
case了)。他的float每年的成本也就12%,他买的优先股可还有15%的呢。
100
【在 b****e 的大作中提到】
: 他的文章我们一般只有学习的份。学习他的基本原理,理解他的思考方法。许多看似冒
: 险,看似不合理的举动,如果我们从他公司的角度考虑,应该是比较合理的。
: 比如,他说COP他买在了油价的峰值是个错误。因为他在卖掉中国石油的时候说过,油
: 价30的时候他信心十足,油价75的时候他就会非常小心了。而他的COP应该买在油价100
: 以上的时期。就是说他犯错误是因为他违反了一个他自己设定的规则,就是不在油贵的
: 时候买石油股。而不是因为后来COP跌下来了。我们不能因为第二天早晨起来发现自己
: 的一夜情娘是个梅毒患者,就说我这个一夜情是错的。但是如果头一天晚上就有迹象表
: 明这个一夜情娘是个梅毒患者,那我们还去搞就是我们的不对了。
case了)。他的float每年的成本也就12%,他买的优先股可还有15%的呢。
100
【在 b****e 的大作中提到】
: 他的文章我们一般只有学习的份。学习他的基本原理,理解他的思考方法。许多看似冒
: 险,看似不合理的举动,如果我们从他公司的角度考虑,应该是比较合理的。
: 比如,他说COP他买在了油价的峰值是个错误。因为他在卖掉中国石油的时候说过,油
: 价30的时候他信心十足,油价75的时候他就会非常小心了。而他的COP应该买在油价100
: 以上的时期。就是说他犯错误是因为他违反了一个他自己设定的规则,就是不在油贵的
: 时候买石油股。而不是因为后来COP跌下来了。我们不能因为第二天早晨起来发现自己
: 的一夜情娘是个梅毒患者,就说我这个一夜情是错的。但是如果头一天晚上就有迹象表
: 明这个一夜情娘是个梅毒患者,那我们还去搞就是我们的不对了。
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