寻风
Buying a business
As my quest goes on, it starts to dawn on me of what equation that Warren Buffet uses.
It might not be the same equation in his office, but my equation should bring the same meaning.
It makes total sense.
Then the next thing I realize is that only a handful of companies in Malaysia can fit into the equation.
Perhaps Malaysian just lack the discipline of building a good business.
Bank of America
Warren Buffett Backstops Bank Of America With $5B Investment
前几天在Fortune读了一篇长长的文章关于Bank of America。
文章内提到现任的CEO怎么扭转大局,把越来越投机化的银行,硬生生地转变成传统银行。
看了之后,觉得这样的故事很适合一个人--巴菲特。
夸大
“美国再次拖累全球股市,海峡指数一度跌破2800,全日跌幅高达1.2%!”
每次听到这样的新闻,我就会觉得很无聊。
如果一个市场的指数从风暴时的1600点升到了3000点,我想跌个200点也不足为惜。
媒体追捧的是新闻价值,小小事情偏要夸大来讲,这样每个人才会看,才会感到恐慌,才会更加要看。
风险投资家
别人愈恐慌,我愈贪婪。
如果你有机会看到我的Alerts Setting,你一定会大骂粗话。
基本上我是在等待综合指数大跌起码40%以上,我才会入场买股票。
尽管是跌了10%,但好股仍然不便宜。
我是个贪婪的人。
这只是个小喷嚏,我等待的是大灾难。
I started to believe
Betting against medium term economic trend needs a lot of faith.
Future might not be the one in my imagination but I simply have to do it.
I can't seem to find a better way of digging money from investment.
I feel that I always got to do something that people wouldn't do.
Skip competition, gets a better price.
现金主义者
昨天星洲的副刊就有这一篇《现金注意-拒用信用卡》。
文章里的每个字都和我的思维不谋而合。
上一代的人都习惯了先享受后付钱,导致昨日的快乐都建在明日的痛苦上。
债,是个严肃的字眼。
这个年代,我们要更加谨慎。



















