1
00:00:00,080 --> 00:00:03,839
小散户你要想靠看都看线赚点短线的钱
2
00:00:03,839 --> 00:00:05,019
只要时间足够长
3
00:00:05,019 --> 00:00:07,740
大概率是比去澳门也好不到哪去
4
00:00:07,740 --> 00:00:09,199
我这一功课出来的人
5
00:00:09,199 --> 00:00:10,900
怎么这图我就看不懂啊
6
00:00:10,900 --> 00:00:12,539
他们就能得出这样的结论
7
00:00:12,539 --> 00:00:13,019
那样的结论
8
00:00:13,019 --> 00:00:14,980
我说这些结论在逻辑上都是不成立
9
00:00:14,980 --> 00:00:17,120
但后来知道我看了老八的东西
10
00:00:17,120 --> 00:00:18,100
其实啥也没看
11
00:00:18,100 --> 00:00:19,539
就看你买股票就是买公司
12
00:00:19,539 --> 00:00:20,739
我就看到那一句话
13
00:00:20,739 --> 00:00:22,059
我就突然就明白了
14
00:00:22,059 --> 00:00:23,760
就这句话就够了就够了
15
00:00:23,760 --> 00:00:26,039
因为剩下的就是你怎么看公司
16
00:00:26,039 --> 00:00:27,559
那不是老八能够教的
17
00:00:27,559 --> 00:00:28,539
你不懂企业
18
00:00:28,539 --> 00:00:30,420
你跟你讲多少理论也是白讲
19
00:00:30,420 --> 00:00:32,439
但是我毕竟我做企业出来的
20
00:00:32,439 --> 00:00:35,119
我懂别人的生意也是相对来讲容易的
21
00:00:35,119 --> 00:00:36,619
但是我也懂不了太多的深意
22
00:00:36,619 --> 00:00:38,600
所以这些年也没找到好几个好
23
00:00:38,600 --> 00:00:40,000
好多个就是那么几个呗
24
00:00:40,000 --> 00:00:41,520
但是我觉得懂生意很重要
25
00:00:41,520 --> 00:00:43,380
不懂生意投资是很难做的
26
00:00:43,380 --> 00:00:45,320
这是为什么说投资很简单
27
00:00:45,320 --> 00:00:48,719
但是不容易简单就是你一定要看公司
28
00:00:48,719 --> 00:00:50,079
你一定要看懂生意
29
00:00:50,079 --> 00:00:51,659
你也要看懂未来的现金流
30
00:00:51,659 --> 00:00:54,079
难是难在你很难做到这一点
31
00:00:54,079 --> 00:00:56,119
大部分公司都不容易看懂
32
00:00:56,119 --> 00:00:58,509
就我自己真的投过呃
33
00:00:58,509 --> 00:01:00,090
比较大金额的
34
00:01:00,090 --> 00:01:01,789
OK就说大比重吧
35
00:01:01,789 --> 00:01:02,350
怎么说
36
00:01:04,209 --> 00:01:04,950
OK是吧
37
00:01:04,950 --> 00:01:06,629
压货应该算嗯
38
00:01:06,629 --> 00:01:09,430
但是我后来本质上是投的阿里巴巴是吧
39
00:01:09,430 --> 00:01:11,849
对对我压货其实就是想买阿里
40
00:01:11,849 --> 00:01:14,629
后来差不多就到苹果了吧
41
00:01:14,629 --> 00:01:15,890
Berkshire hasway
42
00:01:15,890 --> 00:01:16,510
Bokhasway
43
00:01:16,510 --> 00:01:17,409
我的比重也不大
44
00:01:17,409 --> 00:01:18,310
苹果比较大
45
00:01:18,310 --> 00:01:20,969
嗯茅台其实也蛮大的啊
46
00:01:20,969 --> 00:01:24,819
腾讯我现在其实还可以吧
47
00:01:24,819 --> 00:01:26,840
嗯google其实都不算
48
00:01:26,840 --> 00:01:29,260
我没有在google上真的下过重注
49
00:01:29,260 --> 00:01:30,730
拼多多可以算
50
00:01:30,730 --> 00:01:32,969
因为拼多多是很很特殊了
51
00:01:32,969 --> 00:01:36,239
是因为我在早期的时候就叫什么start up
52
00:01:36,239 --> 00:01:38,319
时候就就已经投了天使
53
00:01:38,319 --> 00:01:40,480
所以我投的钱其实比重很少
54
00:01:40,480 --> 00:01:42,790
就赚的钱呃确实很多
55
00:01:42,790 --> 00:01:45,069
因为我不是说我看懂了往里投的
56
00:01:45,069 --> 00:01:46,269
我是稀里糊多投的
57
00:01:46,269 --> 00:01:47,870
因为我一般跟跟大家讲
58
00:01:47,870 --> 00:01:48,790
我就三只股票
59
00:01:48,790 --> 00:01:50,980
苹果人性茅台对吧
60
00:01:50,980 --> 00:01:52,159
差不多真是这样
61
00:01:52,159 --> 00:01:54,640
如果你还天天看市场
62
00:01:54,640 --> 00:01:56,510
天天看动态
63
00:01:56,510 --> 00:01:58,730
天天看过去怎么样
64
00:01:58,730 --> 00:02:00,750
就是哪怕是很大V的人
65
00:02:00,750 --> 00:02:03,180
我看见一天到晚在讲市场怎么样
66
00:02:03,180 --> 00:02:03,819
市场怎么样
67
00:02:03,819 --> 00:02:04,840
他就是不懂啊
68
00:02:04,840 --> 00:02:05,519
不懂呢
69
00:02:05,519 --> 00:02:06,599
他不等于不挣钱
70
00:02:06,599 --> 00:02:07,879
投资这个东西很有意思
71
00:02:07,879 --> 00:02:09,139
你闭着眼睛买一只
72
00:02:09,139 --> 00:02:10,599
拿着你100个人里头
73
00:02:10,599 --> 00:02:12,139
其实是有50个人可以挣钱的
74
00:02:12,139 --> 00:02:13,759
那这50根就可以出来奖
75
00:02:13,759 --> 00:02:15,460
但是你要让他repeat
76
00:02:15,460 --> 00:02:16,520
他就没有那么容易
77
00:02:16,520 --> 00:02:18,979
但是你要是赚做投资生意的人
78
00:02:18,979 --> 00:02:20,139
他只要拿到钱
79
00:02:20,139 --> 00:02:21,439
你其实很简单
80
00:02:21,439 --> 00:02:23,060
我可以教大家一个赚钱的办法
81
00:02:23,060 --> 00:02:23,939
你就买SMP
82
00:02:23,939 --> 00:02:25,659
你最后最后总是赚钱的
83
00:02:25,659 --> 00:02:26,280
对不对
84
00:02:26,280 --> 00:02:28,300
但是这不等于你就懂了吗
85
00:02:28,300 --> 00:02:29,919
但是呢你要是真的这样做
86
00:02:29,919 --> 00:02:31,460
其实也表示你是懂了