O*p
2 楼
刚才查了一下13F，发现有5个机构拥有超过100万股，不知明天会怎么出。
o*n
3 楼
Though I didn't hold CLDN, I learned quite a lot from recent discussions,
especially gaining a better understanding of this quote from Warren Buffett:
“Be Fearful When Others Are Greedy and Greedy When Others Are Fearful” --
the first part is what people normally and "intentionally" ignore.
I will use more critical thinking and domain knowledge to guide my future
investment.
especially gaining a better understanding of this quote from Warren Buffett:
“Be Fearful When Others Are Greedy and Greedy When Others Are Fearful” --
the first part is what people normally and "intentionally" ignore.
I will use more critical thinking and domain knowledge to guide my future
investment.
j*o
4 楼
那现在是不是应该greedy了？LOL
o*n
5 楼
I also believe in hard science and data-driven analyses which tell almost
everything :)
【在 j********o 的大作中提到】
: 那现在是不是应该greedy了？LOL
everything :)
【在 j********o 的大作中提到】
: 那现在是不是应该greedy了？LOL
O*p
6 楼
It's true however you have to remember during the financial crisis Buffett
grabbed citigroup but not lehman brothers or bear stearns because he knew
from inside information that those would not be bailed out by the government
. In other words, not every cheap stock is a bargain.
Buffett:
-
【在 o****n 的大作中提到】
: Though I didn't hold CLDN, I learned quite a lot from recent discussions,
: especially gaining a better understanding of this quote from Warren Buffett:
: “Be Fearful When Others Are Greedy and Greedy When Others Are Fearful” --
: the first part is what people normally and "intentionally" ignore.
: I will use more critical thinking and domain knowledge to guide my future
: investment.
grabbed citigroup but not lehman brothers or bear stearns because he knew
from inside information that those would not be bailed out by the government
. In other words, not every cheap stock is a bargain.
Buffett:
-
【在 o****n 的大作中提到】
: Though I didn't hold CLDN, I learned quite a lot from recent discussions,
: especially gaining a better understanding of this quote from Warren Buffett:
: “Be Fearful When Others Are Greedy and Greedy When Others Are Fearful” --
: the first part is what people normally and "intentionally" ignore.
: I will use more critical thinking and domain knowledge to guide my future
: investment.
j*o
7 楼
almost everything？ God？ LOL
o*n
8 楼
You know what, those evidence may not be convincing to most people, but if
you look and think deeper, Prob(get away from this stock) > 0.5 can be
easily concluded :)
【在 j********o 的大作中提到】
: almost everything？ God？ LOL
you look and think deeper, Prob(get away from this stock) > 0.5 can be
easily concluded :)
【在 j********o 的大作中提到】
: almost everything？ God？ LOL
o*n
9 楼
good point!
government
【在 O***p 的大作中提到】
: It's true however you have to remember during the financial crisis Buffett
: grabbed citigroup but not lehman brothers or bear stearns because he knew
: from inside information that those would not be bailed out by the government
: . In other words, not every cheap stock is a bargain.
:
: Buffett:
: -
government
【在 O***p 的大作中提到】
: It's true however you have to remember during the financial crisis Buffett
: grabbed citigroup but not lehman brothers or bear stearns because he knew
: from inside information that those would not be bailed out by the government
: . In other words, not every cheap stock is a bargain.
:
: Buffett:
: -
j*o
10 楼
无非就是对这种股票不要赌太大，控制在可接受的仓位而已。你自己不喜欢冒险，不能
要别人都不冒险。。。因人而异。。。
【在 o****n 的大作中提到】
: You know what, those evidence may not be convincing to most people, but if
: you look and think deeper, Prob(get away from this stock) > 0.5 can be
: easily concluded :)
要别人都不冒险。。。因人而异。。。
【在 o****n 的大作中提到】
: You know what, those evidence may not be convincing to most people, but if
: you look and think deeper, Prob(get away from this stock) > 0.5 can be
: easily concluded :)
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