巴菲特每年寫給股東的信清晰、流暢，充滿睿智和幽默，已成為世界傑出投資經理和優秀CEO的必讀經典。在此大盤震盪之際提供給廣大投資朋友們參考。
裏面包括巴菲特對保險業的分析，他說：“最重要的是要記住，追溯保險合同總是會給我們帶來承保損失，值不值得承擔這些損失，取決於我們收到的現金能否產生超過這些損失的投資收益。”
http://www.zhuaxia.com/item/339836428
No 1. "The key to investing is ..... determining the competitive advantage of any given company and, above all, the durability of that advantage. The products or services that have wide, sustainable moats around them are the ones that deliver rewards to investors."
No 2. "We believe this margin-of-safety principle, so strongly emphasized by Ben Graham, to be the cornerstone of investment success."
No 2. "We believe this margin-of-safety principle, so strongly emphasized by Ben Graham, to be the cornerstone of investment success."
看不懂英文？Can't Read Chinese?
Archive
我的簡介 My Profile
- 小林同志 aka Comrade Littlewood
- 香港, Hong Kong
- 我叫小林。完成香港科技大學商學院碩士課程。主要興趣包括：向巴菲特，連治，費雪學習投資，並且向Murray Rothbard學習有關貨幣的歷史。
Thought of the Day
"When hamburgers go down in price, we sing the "Hallelujah Chorus" in the Buffett household. When hamburgers go up, we weep. For most people, it's the same way with everything in life, they will be buying--except stocks. When stocks go down and you can get more for your money, people don't like them anymore."
By Warren Buffett
當漢堡包的價格下跌，我們都頌唱哈利路亞。當漢堡包的價格上漲，我們就哭了。對於大部分人，生活裏的每件事都是在下跌時買---除了股票。當股價下跌代表你可以更少的金錢得到更多時，人們反而不再喜歡股票了！
---巴菲特
By Warren Buffett
當漢堡包的價格下跌，我們都頌唱哈利路亞。當漢堡包的價格上漲，我們就哭了。對於大部分人，生活裏的每件事都是在下跌時買---除了股票。當股價下跌代表你可以更少的金錢得到更多時，人們反而不再喜歡股票了！
---巴菲特
Financial Links
Links to Value Investing
Links to Investment Blogs
Links to Other Interests
網誌封存
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2007
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8月
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- 書中自有黃金屋 My Rocommended Reading List
- Greatest Quote of the Day
- 當心美國“資產毒垃圾”
- Carry Trade and a New Form of Financial Turbulence
- 今日佳句
- 房地產遊戲的公開秘密：銀行一手托買賣兩家
- 投資六部曲
- 下單前沉思兩分鐘
- 你具備股票投資成功所必需的個人素質嗎？Are You Equipped With the Perso...
- 2007巴非特致股東的信
- How to Detect Financial Defects
- The Hedge Fund Subprime Credit Crunch Explained
- Making Money the Warren Buffett Way
- Quote of the Day
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8月
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