2008年3月10日星期一

The Ba-Fei-Te collection of words and deeds

The principle that It is not wasting

( cover Ci: Wo Lun talent

Is taking telling

If you for a person can't say

Self-confidence

Concentrate attention

Do not tell others that self gains amount,

Walk out of go to with supplier, competitor

Do not spoil Minor matter will be

Even if the enough100The America of

Little place can't hear ( big city) so many rumors,

Is honest, diligence and

Attention time

Attention security,

The importance of emphatic

Teacher shelf1, regard as stock2, regard as market3, profit sometimes come from

The coherent

Soul is

Market and banker

Never attempt to make

Have no opinion always

Purchase the most

Uncertainty is the

No one can be accurate to calculate the formula of intrinsic value, key is to know this enterprise( understand report form). Evaluate the value of a enterprise , is artistic partially , is scientific partially. ( Keynes says: Had better as have to be fuzzy , do not be also wrong clear. )

The time that nobody is interested

Like to lose

Look

Risk comes from you do not know what self is doing

See definiteness very again, investment probability arrives high will not let one disappointed company( Ba-Fei-Te has also commited some of mistakes, he very straightforwardness have admited the mistake )

Gamble danger,

Company's quilt environment

The appraisement for broker:

Overlook

Do not obey

Attack short

Investment management is the work of low level,

Annual report

Reduce cost is very important,

Opposition

Expectation change,

Throw away some value investment principles

Negligence is very fearful,

Attention

Attention good manager, however, think that management

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