tag:blogger.com,1999:blog-3886431187196458619.post2245810553300136778..comments2024-03-12T10:25:00.985+08:00Comments on 取之有道: 巨人的錯止凡http://www.blogger.com/profile/13815373715261739551noreply@blogger.comBlogger30125tag:blogger.com,1999:blog-3886431187196458619.post-36405044604264188572020-06-27T20:25:44.856+08:002020-06-27T20:25:44.856+08:00問題系個政府現在自己都唔一定救到自己.....問題系個政府現在自己都唔一定救到自己.....Pineapple Bun Bunhttps://www.blogger.com/profile/05122210659956581703noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-873301304278971892020-06-27T09:44:08.844+08:002020-06-27T09:44:08.844+08:00政府救也不代表投資者無事,要睇睇救的方式,例如配股換救助資金,股權可以被攤薄得很利害政府救也不代表投資者無事,要睇睇救的方式,例如配股換救助資金,股權可以被攤薄得很利害止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-90820644809159280372020-06-27T01:05:18.077+08:002020-06-27T01:05:18.077+08:00其實我都幾認同老巴呢個操作. 因為根本睇唔清前面, 為何草率地認為航空業一定會復甦, 政府一定會救之...其實我都幾認同老巴呢個操作. 因為根本睇唔清前面, 為何草率地認為航空業一定會復甦, 政府一定會救之類的假想. 就算真頂得過, 要回復到原來的樣子相信需要一段長時間. 就好似郵輪同瑞幸咖啡一樣. 6月頭有一波炒上, 但我面對郵輪公司不停延長其復航時間的新聞. 我實在找不到投資的邏輯在哪裏. 實在找不到股價能夠升數倍得邏輯. 看不懂,只好遠離.Pineapple Bun Bunhttps://www.blogger.com/profile/05122210659956581703noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-82653302778198780572020-06-24T17:51:31.268+08:002020-06-24T17:51:31.268+08:00聽完真係想研究下為何好多人都中意「睇人X街最開心」的心態HAHA聽完真係想研究下為何好多人都中意「睇人X街最開心」的心態HAHARoyhttps://www.blogger.com/profile/07598078474649777849noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-46447531094100996342020-06-24T17:49:22.944+08:002020-06-24T17:49:22.944+08:00支持dark mode~好睇,,止凡好潮HAHA 支持dark mode~好睇,,止凡好潮HAHA Royhttps://www.blogger.com/profile/07598078474649777849noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-42652961604649663802020-06-23T10:51:11.263+08:002020-06-23T10:51:11.263+08:00從小既學習成長經歷, 都是母親一次一次的比較攻擊:
隔壁小明考第一了, 你怎麼這麼笨?
隔壁小強考上...從小既學習成長經歷, 都是母親一次一次的比較攻擊:<br />隔壁小明考第一了, 你怎麼這麼笨?<br />隔壁小強考上名校了, 你怎麼考不上?<br />隔壁小東長到1.8米了, 你怎麼只有1.7?<br /><br />每一次看到旁人比自己好, 都會帶回那個屈辱的心情<br />成長後,能平靜的看待別人的成功嗎?<br /><br />像家母這種教學模式, 在香港很常見吧?!<br /><br />--DogdogchiAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-22225803604748795202020-06-23T01:56:13.708+08:002020-06-23T01:56:13.708+08:001994年10月,Peter Lynch為Robert G. Hagstrom第一版The Warr...1994年10月,Peter Lynch為Robert G. Hagstrom第一版The Warren Buffett Way寫了一篇異常精彩的推薦序,裡面有以下的這段話:<br />As an investor he has discipline, patience, flexibility, courage, confidence, and decisiveness. He is always searching for investments where risk is eliminated or minimized. In addition, he is very adept at probability and as an oddsmaker. I believe this ability comes from an inherent love of simple math computations, his devotion and active participation in the game of bridge, and his long experience in underwriting and accepting high levels of risk in insurance and in reinsurance. He is willing to take risks where the odds of total loss are low and upside rewards are substantial. He lists his failures and mistakes and does not apologize. He enjoys kidding himself and compliments his associates in objective terms.<br />“作為一個投資者,他擁有自律、耐性、靈活、勇氣、自信與決斷的品質。他總在尋找風險可控的投資。此外,他精於概率,擅長發現與創造機會。……,當向下損失的風險有限,而向上的回報可觀時,他是樂於承擔這樣的風險的。”<br /><br />研究巴菲特投資哲學的人並沒有注意到巴菲特“精於概率”,Hagstrom的The Warren Buffett Way一書特別有一章特別談論到“投資數學”論述概率對投資的重要性,“當向下損失的風險有限,而向上的回報可觀”是概率論中的數學期望值(mathematical expectation)的計算,當你還未下一個投資決定時,你不是光算能賺多少錢,你必須同時計算會虧多少錢!只當盈利勝算遠大於虧損賠率時,你的投資才可能擁有巨大的安全邊際,而投資也變得風險可控與收益可期。投資的環境裡充滿著無數的“雜音”,我們真正需要做的恐怕就是John Keynes所說的“calculating where we can”(能計算就計算),只要做到了真正的Buy-Low,你便耐性地等待“向上可觀的回報”吧!<br />巴菲特買進航空股時是:盈利勝算遠大於虧損賠率。<br />但當美國在疫情爆發後禁止歐洲所有班機飛美時則是:虧損賠率遠大於盈利勝算。<br />目前航空股炒上去了,是美國的航空公司盈利大增嗎?ch liuhttps://www.blogger.com/profile/01201021181210079869noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-74850917104429331952020-06-22T22:28:26.892+08:002020-06-22T22:28:26.892+08:00對呀對呀止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-71422346469546023652020-06-22T22:28:17.805+08:002020-06-22T22:28:17.805+08:00不多人能做到不多人能做到止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-58872943891978681482020-06-22T22:28:05.960+08:002020-06-22T22:28:05.960+08:00事實事實止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-18919363957595843152020-06-22T22:27:51.634+08:002020-06-22T22:27:51.634+08:00要改變價值觀都幾難要改變價值觀都幾難止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-37069158122159276782020-06-22T14:57:43.335+08:002020-06-22T14:57:43.335+08:00子華神既魚蛋論幾時好係咁好用子華神既魚蛋論幾時好係咁好用波斯富https://www.blogger.com/profile/00044779943593892903noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-42606427604805031192020-06-22T14:33:49.604+08:002020-06-22T14:33:49.604+08:00这个都是 国人的劣根性! 所以说 HK人不是中国人,就真是 得啖笑,哈哈哈这个都是 国人的劣根性! 所以说 HK人不是中国人,就真是 得啖笑,哈哈哈竹林抚琴https://www.blogger.com/profile/05393111501642932387noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-24241772456423589652020-06-22T12:03:13.088+08:002020-06-22T12:03:13.088+08:00能發現,和承認自己的錯誤,就是令自己進步的第一環。能發現,和承認自己的錯誤,就是令自己進步的第一環。藍月https://www.blogger.com/profile/06395848848273485396noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-67662012642734015022020-06-22T11:59:27.274+08:002020-06-22T11:59:27.274+08:00我們不妨從結果論看一下。
笑人者,大多只看一時,財富身家以至投資成績也與巴老天差地別。
富有成就...我們不妨從結果論看一下。<br /><br />笑人者,大多只看一時,財富身家以至投資成績也與巴老天差地別。<br /><br />富有成就之人,大多謙虛有禮,會自我檢討,所以別人今天仍是股神。賽烈士https://www.blogger.com/profile/07096248250367072738noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-36082076388091448602020-06-22T10:50:38.395+08:002020-06-22T10:50:38.395+08:00大部份港人都係憎人富貴厭人貧。其實太鐘意比較,家長學校做成。大部份港人都係憎人富貴厭人貧。其實太鐘意比較,家長學校做成。RChttps://www.blogger.com/profile/14228946004395947595noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-53612511498803258012020-06-22T07:50:05.139+08:002020-06-22T07:50:05.139+08:00👍🏻🙆🏻♂️👍🏻🙆🏻♂️止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-34209202153881500592020-06-22T00:21:17.421+08:002020-06-22T00:21:17.421+08:00dark mode 幾好睇
dark mode 幾好睇<br />ken5595https://www.blogger.com/profile/07296238826823957344noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-13484007992066196152020-06-21T23:48:30.134+08:002020-06-21T23:48:30.134+08:00的確是呀的確是呀止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-24234384697967450992020-06-21T23:48:13.159+08:002020-06-21T23:48:13.159+08:00你看blog都有點年資你看blog都有點年資止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-33835328339651615732020-06-21T23:47:31.223+08:002020-06-21T23:47:31.223+08:00這是快車道這是快車道止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-56985050485829463522020-06-21T23:47:05.721+08:002020-06-21T23:47:05.721+08:00謝謝謝謝止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-53476741944355633942020-06-21T23:46:56.487+08:002020-06-21T23:46:56.487+08:00但好多人指要"尊重市場"但好多人指要"尊重市場"止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-64621125006995100592020-06-21T23:46:29.299+08:002020-06-21T23:46:29.299+08:00//不知何解,香港人每見人家輸錢、坎坷,總會特別興奮。見男女甜蜜美滿生活總提不起勁,但見已婚男女劈腿...//不知何解,香港人每見人家輸錢、坎坷,總會特別興奮。見男女甜蜜美滿生活總提不起勁,但見已婚男女劈腿就特別關注,單是研究這心態已覺有趣。<br /><br />單是研究這心態的確已很有趣。😆AC儲蓄https://www.blogger.com/profile/13985604334208977706noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-50979136534013883552020-06-21T23:46:19.528+08:002020-06-21T23:46:19.528+08:00我喜歡這個dark mode噢我喜歡這個dark mode噢止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.com