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投资这个东西很有意思
2
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你闭着眼睛买一只
3
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拿着你100个人里头
4
00:00:04,000 --> 00:00:05,639
其实是有50个人可以挣钱的
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那这50个人就可以出来讲
6
00:00:07,200 --> 00:00:08,380
我是以这样挣了钱
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对呀
8
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但是你要让他repeat
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它就没有那么容易
10
00:00:11,859 --> 00:00:14,339
如果你还天天看市场
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00:00:14,339 --> 00:00:16,099
天天看动态
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天天看过去怎么样
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就是哪怕是很大V的人
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00:00:20,320 --> 00:00:22,679
我看见一天到晚在讲市场怎么样
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00:00:22,679 --> 00:00:23,280
市场怎么样
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00:00:23,280 --> 00:00:24,320
他就是不懂啊
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00:00:24,320 --> 00:00:25,539
他要是懂的话
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00:00:25,539 --> 00:00:27,359
但是你看我什么时候讲市场
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00:00:27,359 --> 00:00:29,379
什么时候我在雪球上说今天要涨了
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00:00:29,379 --> 00:00:30,140
明天要掉了
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对不对
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那你就肯定是不懂投资的
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00:00:32,299 --> 00:00:33,500
前提是你要懂企业
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00:00:33,500 --> 00:00:34,799
你要搞懂它
25
00:00:34,799 --> 00:00:36,579
或者你看到了make sense的东西
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00:00:36,579 --> 00:00:38,960
就是你自己觉得哎这个东西你觉得有道理
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00:00:38,960 --> 00:00:40,659
为什么说投资很简单
28
00:00:40,659 --> 00:00:44,100
但是不容易简单就是你一定要看公司
29
00:00:44,100 --> 00:00:45,460
你一定要看懂生意
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00:00:45,460 --> 00:00:47,060
你要看懂未来的现金流
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难是难
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在你很难做到这一点
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00:00:49,520 --> 00:00:51,719
大部分公司都不容易看懂
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当你懂了以后
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你就不会受市场影响