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。
h*y
4 楼
I think that's because there is really no surprise at all in the latest
earning report and the chairman's letter. Even its stock price is still
traded within the original price range after the report, I was hoping it
would drop to get an opportunity to buy.
【在 F*******e 的大作中提到】
: 别的版贴的到处都是。
earning report and the chairman's letter. Even its stock price is still
traded within the original price range after the report, I was hoping it
would drop to get an opportunity to buy.
【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。
F*e
10 楼
All good points. 这个版比股版讨论的有价值多了。
【在 F*******e 的大作中提到】
: 别的版贴的到处都是。
【在 F*******e 的大作中提到】
: 别的版贴的到处都是。
相关阅读
[合集] 投资condo管道的故事 10 (结局)A few comments for the people on this board管道的故事 1 (zt)[合集] [原创]Index investing思辩未名版之一Back test results从<货币战争>到本版曾经有过的黄金大讨论(三)昨天的日本故事-11 告别辉煌也谈投资和投机（二）挑战index(四)說說我的投資感受原創-III[合集] 投资的四重境界市场走势分析。昨天的日本故事-6 "我们有的是钱!"[合集] Jeremy Siegel's 200-year stock market return（兼给炒gold论长期投机管道的故事 2 (zt)也谈投资与投机（四）Talk about 投资和投机昨天的日本故事--16 神话破灭