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越来越觉得巴菲特讲得对

越来越觉得巴菲特讲得对# Stock

v*e2010-11-07 07:11

1 楼

A good business should be easy to run and makes average people look like gen
iuses. On the contrary, a bad business makes smart people who try to run it
well look like schmucks.

g*u2010-11-07 07:11

2 楼

By the same token, Peter Lynch once said he'd rather invest in a business
that an idiot can run, 'cuz sooner or later, an idiot will turn up to run it.

gen
it

【在 v****e 的大作中提到】

: A good business should be easy to run and makes average people look like gen
: iuses. On the contrary, a bad business makes smart people who try to run it
: well look like schmucks.

b*y2010-11-07 07:11

3 楼

经典，看看MSFT，已经被SB run了10年了

it.

【在 g*****u 的大作中提到】

: By the same token, Peter Lynch once said he'd rather invest in a business
: that an idiot can run, 'cuz sooner or later, an idiot will turn up to run it.
:
: gen
: it

p*y2010-11-07 07:11

4 楼

哪几个行业/公司是你说的这种good business？

gen
it

【在 v****e 的大作中提到】

: A good business should be easy to run and makes average people look like gen
: iuses. On the contrary, a bad business makes smart people who try to run it
: well look like schmucks.

a*82010-11-07 07:11

5 楼

开火车的。

【在 p****y 的大作中提到】

: 哪几个行业/公司是你说的这种good business？
:
: gen
: it

k*n2010-11-07 07:11

6 楼

lol

【在 a*******8 的大作中提到】

: 开火车的。

m*02010-11-07 07:11

7 楼

本来很简单的道理，由于他的身份，就容易被人衍生出各种各样形而上的解释。
哪有那么玄乎，无非是对于股价来说，职业经理人的风险是很重要的一方面。而某些行
业可以天然规避很大一部分。

a*g2010-11-07 07:11

8 楼

精准

【在 m********0 的大作中提到】

: 本来很简单的道理，由于他的身份，就容易被人衍生出各种各样形而上的解释。
: 哪有那么玄乎，无非是对于股价来说，职业经理人的风险是很重要的一方面。而某些行
: 业可以天然规避很大一部分。

b*p2010-11-07 07:11

9 楼

If an idiot can run it, it must be a good business. But if it is a money-
making business run by an idiot, smart people will come in and compete for
some fair share. Then buy and hold should be buy and hold (till...).

gen
it

【在 v****e 的大作中提到】

: A good business should be easy to run and makes average people look like gen
: iuses. On the contrary, a bad business makes smart people who try to run it
: well look like schmucks.