“If you’re in the business of evaluating businesses, and you’re not willing to act vigorously when you find the one you like best, you’re going to do very poorly. If you are in the right place and you know it, and you do it in a small scale, you’re making a mistake.”
“If you’re in the business of evaluating businesses, and you’re not willing to act vigorously when you find the one you like best, you’re going to do very poorly. If you are in the right place and you know it, and you do it in a small scale, you’re making a mistake.”
——Warren Buffett, University of Florida, 1998
机会来了要重仓，轻仓就是犯错误。这不是一句鸡汤，而是巴菲特几十年投资生涯反复验证的铁律。他从不鼓励频繁投机，但他坚信——当你认知足够清晰、理解足够深入、逻辑足够确定时，小试牛刀反而是浪费机会。真正的投资高手，不在于每天多准，而在于那一两次关键时刻敢于压上重注。如果你知道自己在对的地方，却仍然轻仓观望，那不是谨慎，那是错过。
很有潜力， 是个好机会，肯定会投的比较多。，然后投入后也不会轻易就退出来, 除非这个公司的基本面发生了重大变化？ 不知道理解的对不对