v****e
发帖数: 19471 | 1 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*****u
发帖数: 14294 | 2 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*******y
发帖数: 1455 | 3 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****y
发帖数: 23737 | 4 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*******8
发帖数: 2636 | 5 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*******n
发帖数: 8891 | 6 lol
【在 a*******8 的大作中提到】
: 开火车的。
|
m********0
发帖数: 2717 | 7 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****g
发帖数: 8131 | 8 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*p
发帖数: 242 | 9 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.
|
