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无论是投资还是创业
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如果你想赚大钱
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尽量的要和赚过大钱的人聊
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而不是和一些没有赚过钱的人聊
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因为只有赚过大钱的人呢
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他才知道大钱怎么赚的
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一个没有赚过大钱的人呢
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只有他告诉你他怎么失败的
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他才是一个真正真诚的人
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如果一个失败的人
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他告诉你他怎么成功啊
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告诉你你该怎么成功
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他的话你是一定不能听的
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因为你听了呢
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他肯定是假的
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因为他的理解不深刻
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这也是我分享投资以来呢
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我经常分享
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我说投资这个事不难
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就一句话
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好公式暴跌拿盆来接
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巴菲特不是经常讲吗
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他很少交易
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他就是等着啊
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等待一个很好的机会啊
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比如说像最近这段时间
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他好公司呢到了20多倍估值的时候
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20多倍估值的时候
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那如果你是甲方啊
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你是20多倍啊
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你的这个现金流很好
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利润销售额两位数增长
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商业模式很好
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那如果你是下游200多倍
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你应该怎么选是吧
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投资还是比出来的啊
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就像你找女朋友一样
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有一个北大清华的1米7啊
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家庭好
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性格好是吧
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然后摆着让你挑啊
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还有一个小学毕业的啊
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长得跟凤姐一样的
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选哪个你很清楚
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对不对
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其实投资就这样的投资
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它是一个选择的过程
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投资本质上呢他不是说啊看谁聪明
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不是看的是谁明确
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价值观明确啊
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对商业模式理解明确
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对固执的理解明确啊
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对很多事的理解非常明确
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然后你选就行了
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至于说股价怎么波动
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各位你找个女人结婚
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他今天忘刷牙了
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你不喜欢他了吗
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他今天哈睡懒觉了
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你不喜欢他了吗
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今天犯了错误哈
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你就不喜欢他了吗
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是不是
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实际上你既然是打算啊成为一个公司的股东啊
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打算跟他一块长期共存
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那你就应该怎么办呢
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就是一个哈股东心态或者股息心态啊
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就像昨天我发视频
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我讲讲我在美国是怎么样躺平的啊
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你看我这个家里用电啊
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我需投资的I及充电力啊
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我比如说我买车啊
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买个通用赚了几辆车钱是吧啊
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买特斯拉啊
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投入了特斯拉股票
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赚了几十辆特斯拉钱对吧
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比如说啊吃喝拉撒啊
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不是倒垃圾的啊
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还是充电话费的
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还是用宽带费的对吧
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甚至来讲的话呃
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衣食住行
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买鞋买衣服全是找到对应的上市公司
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然后呢
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这些上市公司他提供源源不断的现金流啊
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他的分红啊足以让我覆盖所有的成本
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比如说我电费啊
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一个月400
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一年5000
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那我买的安心生电力
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缺一点股息对吧
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一年光分红就能发分七把钱
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那我花不完呀
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对不对
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所以你看我们的心态呢
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就是一个股东心态
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昨天还有人说这是投机
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他不清楚什么叫投资
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投机投机是说你对公司不了解
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你没有对比过
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让你找一个人结婚
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你都没有调研过他的背景哈
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他的这个个人的人品价值观哈
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包括他和你的性格的匹配度
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你任何没有经过调研的投资行为都是投机
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你经过深思熟虑啊
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想明白你的目的
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这种都是投资投资
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他不是说啊你你你抄巴菲特作业投是不是的
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实际上巴菲特买过200多家公司
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其实你注意看一下哦
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他买过200多家公司
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那他为什么买了这么多呢
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原因很简单
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是因为他懂200多家公司
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因为他每天研究200多家公司
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所以实际上并不是说公式多不能研究
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是说这一个行业能不能摸透对吧
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比如说你看我们做投资对吧
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我们把一个行业从头到尾研究明白它
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那我们花很长时间啊
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折磨啊
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公司的估值啊
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公司的回报啊
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公司的安全边际
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公司的风险啊
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公司这些未来的业绩成长啊
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我们都是认真思考过的
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所以呢这是一个长期主力心态对吧
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比如说你本身就是这公司的股东啊
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你也是他的用户是吧
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你也是他的供应商
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那你当然了解他了呀
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你再说了
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你在美国真正来讲华人创业是没有优势的
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各位啊
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华人打工是没有优势的
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创业有优势
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比如说你孩子哪怕是哈佛毕业
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那又怎么样
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哈佛毕业以后你就是干到了这个啊
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硅谷的高层中层一样被裁员
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一样被淘汰
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实际上在美国这个地方呢
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最适合的什么就是创业或投资
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创业怎么创呢
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你在中国啊
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你积累了优秀的供应链
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然后呢你拿着优惠供应链是吧
150
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然后你来创业啊
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你来给同行竞争
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和别的国家竞争有优势的
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第二个呢就是你懂投资啊
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华人的优势是心细哈
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爱学勤奋啊
156
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琢磨这些呢是华人的优势
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如果你把握住这个优势呢
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你再来看待投资
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你就不一样了
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但如果说这些东西你都不具备是吧
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你完全没有这个逻辑
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那你不管买什么
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你挣不到钱
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所以实际上呢并不是投资很难
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是投机比投资难多了
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是你了解一个行业很难对吧
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特别是没有赚到钱的人
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你实际上你你应该把精力呢
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因为在研究行业上啊
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怎么样琢磨啊
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能不能搞明白
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而不是天天盯着股价
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对不对
174
00:05:09,759 --> 00:05:11,040
这个是一个核心问题啊
175
00:05:11,040 --> 00:05:13,100
但是呢如果说你不了解这句话呢
176
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你就不该问对不对
177
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你看最近啊美股暴跌是吧
178
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很多兄弟们恐慌的时候
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00:05:18,759 --> 00:05:20,240
我说一个顶尖公式
180
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20多位P1
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你还有什么呀
182
00:05:21,990 --> 00:05:22,649
对不对
183
00:05:22,649 --> 00:05:24,009
你原来没有机会的
184
00:05:24,009 --> 00:05:25,209
你正好有机会逮住
185
00:05:25,209 --> 00:05:26,430
所以他说很多人问我啊
186
00:05:26,430 --> 00:05:27,110
要不要躲躲
187
00:05:27,110 --> 00:05:28,120
有什么好躲的呀
188
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你看今天全回来了吧
189
00:05:29,439 --> 00:05:30,800
还有很多人啊
190
00:05:30,800 --> 00:05:31,519
怎么怎么怎么样
191
00:05:31,519 --> 00:05:34,399
各位作为一个股息信贷的人
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知道吧
193
00:05:34,899 --> 00:05:37,180
因为一个做分红花不完的人
194
00:05:37,180 --> 00:05:39,370
你你做交易的目的是什么
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00:05:39,370 --> 00:05:40,189
你想想吧
196
00:05:40,189 --> 00:05:41,509
完全没有意义嘛
197
00:05:41,509 --> 00:05:44,850
别人就没有想着哎呀通过交易获取什么回报
198
00:05:44,850 --> 00:05:46,829
而是说长期持有的心态
199
00:05:46,829 --> 00:05:48,269
这种状态是不一样的
200
00:05:48,269 --> 00:05:49,709
各位所以我看到很多人说
201
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我知道这个人肯定不会有钱的
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00:05:52,300 --> 00:05:54,779
是他的思维方式注定了他无法成为有钱人
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00:05:54,779 --> 00:05:55,860
而不是他没有能力
204
00:05:55,860 --> 00:05:58,029
各位聪明和财富是两码事
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很多时候你越聪明越没有财富
206
00:05:59,990 --> 00:06:01,990
但是呢你笨点反而会有财富
207
00:06:01,990 --> 00:06:02,569
为什么呢
208
00:06:02,569 --> 00:06:03,829
因为你是看成绩的
209
00:06:03,829 --> 00:06:04,670
因为你不会在乎
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当下的一点点的努力考虑
211
00:06:06,310 --> 00:06:08,769
所以各位啊投资的核心是什么呢
212
00:06:08,769 --> 00:06:10,009
就是你的价值观
213
00:06:10,009 --> 00:06:11,269
想明白这句话呢
214
00:06:11,269 --> 00:06:12,980
基本上投资就入门了啊