这里有些道理,我不指望新手会理解,但是老手应该能明白:
1)股息不能弥补股价上的波动
2)如果成长率足够高,任何高估值都被打赢
3)股价不是一条直线
4)只有你家在淋雨时,你无法判断全世界都在下雨
5)个别公司相对整个领域来说显得不重要,但是在领域里个别公司很重要
6)同样地,个别公司在指数里面影响不大,但是指数成份对于个别公司来说影响很大
7)找到赢面的公司不代表找到仅存的投资
8)好的公司不会永远都一帆风顺;坏的公司不会永远都亏损;生意的方向很重要
Here are some rules that intermediate investors might understand, but beginner would not understand.
1) The dividend could not compensate the movement of share price.
2) Growth, if high enough, will trump over all high valuation.
3) Share price is non-linear or straight line
4) You couldn't judge the whole world is raining if you are the only ones that get poured.
5) individual company doesn't matter if compare to whole sector, but in whole sector individual company matters.
6) Similarly, a company in an index isn't useful to predict the index, but the index composition of the company is important to the company.
7) Getting winners doesn't mean survivors.
8 ) Business isn't going to be good always; and business isn't going to be bad always; what important is the business direction, always.
#quantumleappartners
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