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转载:芒格最近在Daily Journa

转载:芒格最近在Daily Journal会上的分享:


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Munger’s views on:

关于当下的泡沫和狂热行为: 4:15


对于最近的GME卖空、逼空的看法: 6:10


SPACs: 19:38


炮轰Robinhood和泡沫行为: 20:40


Bubble on treasury security: 22:13


Value investing: 25:15


China and Chinese: 45:15 & 56:07


Alibaba & Jack & nationalized BYD: 47:57——他称赞Jack ma(炮轰金融监管这事)是elegant的, 但他不赞同他应该这么做surprise~) $阿里巴巴-SW(09988)$ $阿里巴巴(BABA)$


Federal macro policy in pandemic era: 50:02——rich richer


Modern monetary theory: 53:37


Trend of people leave Cal: 58:02


Real estate: 59:13


Business school: 1:00:53


Cost of human mis-judgment and psychology: 1:05:43


Learning from mistakes: 1:07:46


Circle of competence: 1:08:36——if you have fixable disadvantage, remove it; and unfixable, learn to live without it. What else you can do?


李光耀and Singapore: 1:13:03 ——figure out what works and do it.


Investing in common stocks on early-stage VS mature-stage 1:17:09


Conventional valuation method on Internet stocks: 1:18:20


Great investor and great chess player: 1:21:09


Current opportunities with low rates and low inflation: 1:25:55


Declining business on Daily Journal newspaper: 1:27:46


Technology has caused a permanent change in how a company should be valued? : 1:32:28


关于人生的错误。如果今天给予你机会生命重来,你在生活和投资中会做出啥不同的回应?1:40:28——Man is, too soon old, too late smart


How to choose a good spouse: 1:42:46


Analysis of a company culture in the investment process: 1:44:56


《穷查理宝典》:1:48:00


关于长寿和快乐人生的秘密:1:49:59——长寿:基因的选择。 快乐的人生:1. good at having low expectation; 2. Having good behavior rules, such as: never lie, do it right at the first time.


Advice on starting / doing business: 1:52:55——less travel, more zooming.


感叹已经97的人,仍然拥有如此清晰的头脑以及与时俱进,SPACs、GME等一众“新词”芒格都可以谈上几句。要是主持人问到$百度(BIDU)$ 相关问题,猜想他也能不能答上两句呢?@陈达美股投资

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02月25日 18:47
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