1
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其实普通人呢也可以做到不普通
2
00:00:02,439 --> 00:00:05,169
其实捷径这个事呢是最远的路
3
00:00:05,169 --> 00:00:07,809
就这句话呢很少有人去认真想他
4
00:00:07,809 --> 00:00:09,529
为什么捷径是最远的呢
5
00:00:09,529 --> 00:00:11,769
因为捷径呢现在你走一步套倒三步
6
00:00:11,769 --> 00:00:13,169
比如说你今天你做投资啊
7
00:00:13,169 --> 00:00:14,769
你基本功不好对吧
8
00:00:14,769 --> 00:00:16,969
你只是说哎呀我这个投个机哈
9
00:00:16,969 --> 00:00:18,530
先补个赌个高
10
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今天高
11
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明天低
12
00:00:19,510 --> 00:00:22,230
就像你就是金硬币的正反面嘛
13
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你总有50%的胜率
14
00:00:23,829 --> 00:00:25,769
但是呢很多人理解不了哈
15
00:00:25,769 --> 00:00:28,390
就是他个人跑步一样的是吧
16
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你十秒11秒
17
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12秒
18
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13秒
19
00:00:30,149 --> 00:00:31,170
14秒15秒
20
00:00:31,170 --> 00:00:33,310
那你说15秒成年人基本上都能跑得到
21
00:00:33,310 --> 00:00:34,890
但是呢你再往前走一秒
22
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难度越来越大
23
00:00:36,200 --> 00:00:37,359
就像巴菲特一样
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巴菲特老伴的投资胜率是85%到90
25
00:00:40,710 --> 00:00:42,030
但是问题在哪呢
26
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就巴菲特这一辈子托200多只股票
27
00:00:44,469 --> 00:00:45,829
他也有失误的时候
28
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只是说他失误的时候亏的很少
29
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准确的时候赚的很多
30
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对这就是细节差距
31
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投资这个事呢
32
00:00:52,329 --> 00:00:53,969
他很多时候很微妙
33
00:00:53,969 --> 00:00:56,229
就是你好像看起来很普通
34
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很简单呀
35
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不就买了个公司吗
36
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对不对
37
00:00:58,149 --> 00:00:59,189
好像不就看看财报啊
38
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低估吗
39
00:00:59,590 --> 00:01:02,719
不是就他这个点在于具体的经营的细节
40
00:01:02,719 --> 00:01:05,299
这个细节呢需要你想很长时间
41
00:01:05,299 --> 00:01:07,760
这个时间它不单单是你看书啊
42
00:01:07,760 --> 00:01:10,420
好或者创业简单的一个问题是很多很多的维度
43
00:01:10,420 --> 00:01:12,390
就是你你可能花很长时间啊
44
00:01:12,390 --> 00:01:13,030
就像我做一件事
45
00:01:13,030 --> 00:01:14,230
我可能花10年对吧
46
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每天十个小时
47
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花10年
48
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那很多人说那这个10年下来看起来也就那样
49
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他没有一个
50
00:01:18,689 --> 00:01:22,150
就是就说白了就是就是就是常胜将军
51
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没有任何的技巧
52
00:01:23,870 --> 00:01:25,269
他就是奔跑马
53
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就是像中国换弹掩体啊
54
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炸弹营打赢仗一样的
55
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他没有说像你什么啊
56
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一蹴而就的东西
57
00:01:31,939 --> 00:01:33,879
它都是看起来是吧
58
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没有什么花里胡哨的东西
59
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很简单
60
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大道至简嘛
61
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这个才是核心
62
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你知道吗
63
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就是就有的时候他这个人他老是想急于求成啊
64
00:01:40,819 --> 00:01:41,939
我我这两天收到很多留言
65
00:01:41,939 --> 00:01:42,819
说强哥哎
66
00:01:42,819 --> 00:01:44,939
我怎么样快速的掌握投资方法
67
00:01:44,939 --> 00:01:46,340
我说你快速很简单的道理
68
00:01:46,340 --> 00:01:48,918
你上来你就花比别人更多的时间对吧
69
00:01:48,918 --> 00:01:51,599
你把过去分析的所有的案例看一遍
70
00:01:51,599 --> 00:01:52,799
我们分析了几百个案例
71
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你就从头到尾看
72
00:01:53,879 --> 00:01:54,638
那看什么呢
73
00:01:54,638 --> 00:01:57,879
首先第一个你看一下这个正当人的情绪啊
74
00:01:57,879 --> 00:01:59,459
就当股票大涨大跌的时候
75
00:01:59,459 --> 00:02:01,959
人的情绪你就避免所有的情绪
76
00:02:01,959 --> 00:02:03,060
因为什么呀
77
00:02:03,060 --> 00:02:05,140
因为一个好公司大跌的时候
78
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这个人呢都会找这个公司的原因是吧
79
00:02:08,099 --> 00:02:10,020
就就像最近这个微软一样的
80
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大家都在那拿着放大镜啊
81
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找微软是不是不行了啊
82
00:02:13,099 --> 00:02:14,500
微软是不是这个是吧
83
00:02:14,500 --> 00:02:15,539
是不是要要倒闭了呀
84
00:02:15,539 --> 00:02:16,689
他这个现金流啊
85
00:02:16,689 --> 00:02:18,759
是不是被这个世纪东西给拖垮了呀
86
00:02:18,759 --> 00:02:21,180
实际上这些东西买它看起来很有道理
87
00:02:21,180 --> 00:02:23,159
但是实际上最根本的点就一个
88
00:02:23,159 --> 00:02:25,389
就他的利净利润带来的现金流
89
00:02:25,389 --> 00:02:27,050
能不能覆盖它的资本支出
90
00:02:27,050 --> 00:02:27,590
就很简单
91
00:02:27,590 --> 00:02:29,080
比如说你一年赚1000个亿对吧
92
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你就结果来你
93
00:02:29,919 --> 00:02:31,439
你你要投他妈2000个亿
94
00:02:31,439 --> 00:02:32,789
那你肯定受不了呀
95
00:02:32,789 --> 00:02:34,389
那如果说你投了2000个亿
96
00:02:34,389 --> 00:02:35,430
根本就不挣钱
97
00:02:35,430 --> 00:02:36,189
还是亏钱的
98
00:02:36,189 --> 00:02:38,069
那那你1000个亿肯定早晚会断裂的
99
00:02:38,069 --> 00:02:39,509
所以你就看一个根本指标
100
00:02:39,509 --> 00:02:42,340
就他赚的钱和他花出去的钱哪个多就行啊
101
00:02:42,340 --> 00:02:43,460
所以这就是很简单
102
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你就透过这个迷雾看到本质
103
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就这么看
104
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那第二个呢就是什么呢
105
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就是他所有的问题
106
00:02:49,169 --> 00:02:51,409
他最终啊都有那么几个核心原因对吧
107
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就像一个人一样
108
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一个人有问题啊
109
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你就看他核心点
110
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你像我比如我看一个人啊
111
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很多人找我
112
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我聊两句
113
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我要看这个人投机心态很重
114
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我就不聊了
115
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赵老舅
116
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昨天还有一个这个哈名牌大学的学了
117
00:03:01,680 --> 00:03:04,169
我的博士还是个博士啊
118
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给我留言啊
119
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说了说了一大通
120
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他说翔哥
121
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我能不能做你助理
122
00:03:08,229 --> 00:03:09,870
我说我指针那个会员
123
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我说我只对我会员啊
124
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他说店员
125
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他说你一个你这里一个月多少钱
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我说我只对只认这会员
127
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我说给我钱都还要排队
128
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这是真的
129
00:03:18,860 --> 00:03:20,860
我们我们这么多的回来的兄弟
130
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想做我做主的很多
131
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就是为了我是真的是千里挑一
132
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我选那么几个人
133
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他为什么呢
134
00:03:26,389 --> 00:03:27,810
因为这个事很简单的道理
135
00:03:27,810 --> 00:03:29,189
这个助理很难干
136
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真的很难干
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你就说第一他很辛苦
138
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因为我是他妈的
139
00:03:32,550 --> 00:03:33,750
早晨起来五六点钟
140
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一直到晚上12点
141
00:03:34,509 --> 00:03:35,439
我都在分析
142
00:03:35,439 --> 00:03:38,259
那我所有的群里东西你都要去给到
143
00:03:38,259 --> 00:03:38,979
同步到所有人
144
00:03:38,979 --> 00:03:40,740
你看这个工作大不大很大
145
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而且是随时的
146
00:03:41,740 --> 00:03:42,900
你又要天天盯着手机
147
00:03:42,900 --> 00:03:43,860
累不累很累
148
00:03:43,860 --> 00:03:44,819
你有时间对吧
149
00:03:44,819 --> 00:03:46,020
那你你还有收入
150
00:03:46,020 --> 00:03:46,939
你这等还要上班
151
00:03:46,939 --> 00:03:47,620
我又不给工资
152
00:03:47,620 --> 00:03:48,329
那你怎么办
153
00:03:48,329 --> 00:03:49,088
你肯定你存钱
154
00:03:49,088 --> 00:03:49,609
你得有钱
155
00:03:49,609 --> 00:03:50,269
那第二个呢
156
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你真的是通过我把投资学会了
157
00:03:52,649 --> 00:03:53,329
你通过投资
158
00:03:53,329 --> 00:03:55,740
因为你把我的所有投资东西你看完了
159
00:03:55,740 --> 00:03:56,460
你每天花十
160
00:03:56,460 --> 00:03:57,099
我花12个小时
161
00:03:57,099 --> 00:03:58,020
你也花12个小时
162
00:03:58,020 --> 00:03:59,979
那应验下来你肯定比别人懂得多嘛
163
00:03:59,979 --> 00:04:01,300
那第二个我是认真的分析的
164
00:04:01,300 --> 00:04:02,300
你认真看的对不对
165
00:04:02,300 --> 00:04:03,780
因为你在转化的过程里面
166
00:04:03,780 --> 00:04:05,060
你肯定你也会认真的看
167
00:04:05,060 --> 00:04:07,009
你不可能说哎呀你闭着眼发
168
00:04:07,009 --> 00:04:10,490
这是这时间用心和精力这三条了吧
169
00:04:10,490 --> 00:04:12,389
这三条有几个能干得上的对吧
170
00:04:12,389 --> 00:04:13,009
你一个老板
171
00:04:13,009 --> 00:04:13,819
你管那200个人
172
00:04:13,819 --> 00:04:14,599
两位经理啊
173
00:04:14,599 --> 00:04:14,860
第二个
174
00:04:14,860 --> 00:04:15,979
如果你是个小白对吧
175
00:04:17,300 --> 00:04:18,139
你你你没有收入
176
00:04:18,139 --> 00:04:18,740
你也做不了
177
00:04:18,740 --> 00:04:19,288
对不对
178
00:04:19,288 --> 00:04:20,348
所以要求很高
179
00:04:20,348 --> 00:04:21,809
所以你看我群里那些人呢
180
00:04:21,809 --> 00:04:23,048
首先自己身价还是不错的
181
00:04:23,048 --> 00:04:24,019
就上千万对吧
182
00:04:24,019 --> 00:04:25,620
第二个呢自己还要花时间
183
00:04:25,620 --> 00:04:27,060
第三个还要喜欢是吧
184
00:04:27,060 --> 00:04:28,680
第四个呢还得认同对吧
185
00:04:28,680 --> 00:04:30,189
第四第五个还得坚持
186
00:04:30,189 --> 00:04:31,230
他不能是一蹴而就
187
00:04:31,230 --> 00:04:34,129
因为很多人他就是哎就就就三五天
188
00:04:34,129 --> 00:04:35,699
就就几分钟热度啊
189
00:04:35,699 --> 00:04:36,379
刚开始第一天
190
00:04:36,379 --> 00:04:37,420
第二天就坚持不住了
191
00:04:37,420 --> 00:04:38,180
所以收入很多
192
00:04:38,180 --> 00:04:40,220
所以我看人我至少观察半年以上
193
00:04:40,220 --> 00:04:42,259
他在群里面来先做管理员啊
194
00:04:42,259 --> 00:04:43,540
做了半年我一看哎
195
00:04:43,540 --> 00:04:44,480
这个哥们可以
196
00:04:44,480 --> 00:04:46,779
我就我都观察半年以上做管理员
197
00:04:46,779 --> 00:04:47,879
然后才给机会
198
00:04:47,879 --> 00:04:49,279
然后面再给一些生意机会
199
00:04:49,279 --> 00:04:52,108
我都是花一两年的时间来考察一个人啊
200
00:04:52,108 --> 00:04:53,509
你说你一个博士生
201
00:04:53,509 --> 00:04:54,189
博士生
202
00:04:54,189 --> 00:04:56,069
现在中国最多的就是研究生和博士
203
00:04:56,069 --> 00:04:59,199
那博士研究生比他妈的本科生都读没有用
204
00:04:59,199 --> 00:04:59,699
你知道吗
205
00:04:59,699 --> 00:05:01,399
就是就是我都说了三遍
206
00:05:01,399 --> 00:05:02,100
我说第一个
207
00:05:02,100 --> 00:05:03,209
我说我这个会员
208
00:05:03,209 --> 00:05:05,509
第二个呢我说你收费还要排队
209
00:05:05,509 --> 00:05:06,610
因为太多人排队了
210
00:05:06,610 --> 00:05:08,769
我考察的话为周期是一年
211
00:05:08,769 --> 00:05:09,850
那这个周期太长了
212
00:05:09,850 --> 00:05:10,449
对不对
213
00:05:10,449 --> 00:05:13,970
所以说很多很多人他就他就不懂这个逻辑对吧
214
00:05:13,970 --> 00:05:17,569
就像当年这个巴菲特想做格雷姆的这个啊
215
00:05:17,569 --> 00:05:18,470
做助理一样
216
00:05:18,470 --> 00:05:19,860
巴菲特说我免费
217
00:05:19,860 --> 00:05:21,060
那格雷姆说什么
218
00:05:21,060 --> 00:05:22,779
你的你的要求要求太高了
219
00:05:22,779 --> 00:05:23,899
那格雷姆说错了吗
220
00:05:23,899 --> 00:05:24,459
一点都没错
221
00:05:24,459 --> 00:05:26,139
因为巴菲特当时也是个投机心态
222
00:05:26,139 --> 00:05:28,160
他看出来你就想来投机是吧
223
00:05:28,160 --> 00:05:29,060
搞点这个啊
224
00:05:29,060 --> 00:05:29,800
搞点名堂
225
00:05:29,800 --> 00:05:33,319
实际上实际上格雷姆姆肯定是很厉害的人
226
00:05:33,319 --> 00:05:35,839
要不然怎么可能美国的所有亚洲车的人
227
00:05:35,839 --> 00:05:36,560
都是他的门
228
00:05:36,560 --> 00:05:37,720
都是他的门生呢
229
00:05:37,720 --> 00:05:38,360
对不对
230
00:05:38,360 --> 00:05:39,560
安全边际对吧
231
00:05:39,560 --> 00:05:41,139
斯坦先生对不对
232
00:05:41,139 --> 00:05:42,439
都是格莱姆发明的嘛
233
00:05:43,360 --> 00:05:44,079
到今天为止
234
00:05:44,079 --> 00:05:45,759
证券分析还有聪明投资者
235
00:05:45,759 --> 00:05:47,600
也是美国的这个教教材
236
00:05:47,600 --> 00:05:49,519
投资教材里面最经典的这个投资书
237
00:05:49,519 --> 00:05:49,959
对不对
238
00:05:49,959 --> 00:05:51,279
所以很多时候我在想
239
00:05:51,279 --> 00:05:52,108
我说啊
240
00:05:52,108 --> 00:05:52,809
这个人哈
241
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他这个他这个价值观和学历没有一毛钱关系
242
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他的能力和学历没有一毛钱关系
243
00:05:57,869 --> 00:06:00,750
但是呢这个人的成就和价值观有关系
244
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就是你首先你得在一个点上能够认清
245
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但为什么我把我的这个价值观说的很明确啊
246
00:06:06,019 --> 00:06:09,199
我说就是专注学习创新诚信是吧
247
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还有这个咳学习哈
248
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就是我的价值观里面包含的那些点呢
249
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就是就是为今天就把这个事做透服务的对吧
250
00:06:18,769 --> 00:06:19,809
就就包括今天有个兄弟
251
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他说权哥
252
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我看了你个人简介啊
253
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很感动是吧
254
00:06:22,569 --> 00:06:23,629
然后我觉得很感慨
255
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你把你的经历写的真的是海入木三分
256
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实际上我每天都在思考啊
257
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就是因为我们也从最底层出来
258
00:06:30,279 --> 00:06:31,899
然后看了很多很多人是吧
259
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见不到最多的丑陋的人性
260
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那你说你在底层
261
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你说你能看到多少牛逼的人啊
262
00:06:36,120 --> 00:06:37,779
说难听点都是一个垃圾对吧
263
00:06:37,779 --> 00:06:38,839
咱从垃圾堆的出来
264
00:06:38,839 --> 00:06:39,819
但太清楚了
265
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垃圾堆的人
266
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他身边的都恶习
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他自己都不知道
268
00:06:42,720 --> 00:06:45,139
但是呢聪明的人从垃圾堆出来的人
269
00:06:45,139 --> 00:06:47,500
他往往会被这些恶习给拖垮
270
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只是他自己不知道
271
00:06:48,459 --> 00:06:49,560
就像说你走一步
272
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让你退两步对吧
273
00:06:50,829 --> 00:06:52,990
你每走一步喊你被坏习惯再往下带一步
274
00:06:52,990 --> 00:06:54,839
就证明你好像一直在沿着踏步
275
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原来他们就根本和外界没有关系对吧
276
00:06:57,180 --> 00:06:58,199
你看我从外地都出来
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我见到太太多好多人听了
278
00:07:00,339 --> 00:07:01,420
但这些投资人员呢
279
00:07:01,420 --> 00:07:03,379
他真的让我今天在做投资的时候
280
00:07:03,379 --> 00:07:05,420
我一眼就知道这个人的劣根性
281
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哪些事会让他在投资上一定是个漏洞
282
00:07:07,720 --> 00:07:08,680
他思维上有漏洞
283
00:07:08,680 --> 00:07:09,480
就是你的思维漏洞
284
00:07:09,480 --> 00:07:10,459
就等于钱袋子
285
00:07:10,459 --> 00:07:11,680
钱袋子钱底下有个洞
286
00:07:11,680 --> 00:07:13,230
你说你怎么能出到钱呢
287
00:07:13,230 --> 00:07:14,689
只是很多人不理解这句话
288
00:07:14,689 --> 00:07:18,110
所以呢兄弟们这个价值投资的核心是价值观
289
00:07:18,110 --> 00:07:19,490
其实还是投入能力
290
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能理解这句话呢
291
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你基本就摘不了了