shindar1016

It’s like when you marry a girl. Is it her eyes? Her personality? It’s a whole bunch of things you can’t separate.

選擇投資標的就像是娶老婆，你喜歡她的眼睛，還是她的個性？這裡面有一大堆無法分開來衡量的理由。

We’ve done better by avoiding dragons rather than by slaying them.

我們之所以有較好的表現，是靠著避開惡龍，而不是將它們殺死。

We don’t believe in the Noah’s Ark principle of investing, winding up with two of everything. Then you have a zoo.

我們不相信諾亞方舟式的投資法則。如果將所有動物都變兩隻，這樣你就會擁有一個動物園。

We don’t get into things we don’t understand. We buy very few things but we buy very big positions.

我們不介入不了解的股票。我們買的東西非常少，但是買的量很大。

You simply have to according to what is rational rather than according to what is fashionable.

跟著理性走，而不是跟著流行走。