价值投资是一个人的朝圣

1
00:00:00,620 --> 00:00:02,180
做投资做到最后啊

2
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你也只能孤独的思考

3
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自己分析

4
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实际上分享投资这个事呢

5
00:00:08,199 --> 00:00:10,119
对同道中人

6
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比如说大家都是同类的人是有帮助的

7
00:00:12,359 --> 00:00:15,589
因为他可能没有像你一样这么多时间研究啊

8
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或者特别喜欢研究啊

9
00:00:16,870 --> 00:00:18,859
比如说我是做电商的啊

10
00:00:18,859 --> 00:00:19,960
我特别喜欢投资

11
00:00:19,960 --> 00:00:21,500
我又是从那消费品行业的

12
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那消费品对我来讲就就是啊了如指掌啊

13
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很轻松轻轻车熟路

14
00:00:26,320 --> 00:00:28,920
但是呢你要让我分析A股这些科技

15
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我很明确

16
00:00:29,640 --> 00:00:30,079
有最好的

17
00:00:30,079 --> 00:00:31,670
不选测好的对吧

18
00:00:31,670 --> 00:00:33,189
你比如说同样买酒

19
00:00:33,189 --> 00:00:34,250
我肯定喜欢茅台

20
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那我觉得茅台这个商业模式太好了

21
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那利润太高了

22
00:00:37,170 --> 00:00:39,250
那而且呢它品牌力太强了对吧

23
00:00:39,250 --> 00:00:40,270
如果说互联网的话

24
00:00:40,270 --> 00:00:41,329
那我又选美国

25
00:00:41,329 --> 00:00:42,479
那没没

26
00:00:42,479 --> 00:00:43,759
那美股买不了的话

27
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那我在美股今天尽量打个六折

28
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七折

29
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再考虑一下腾讯

30
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拼多多也行

31
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但是呢很多人他不理解

32
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你知道吧

33
00:00:50,469 --> 00:00:52,170
就大家的职业不一样

34
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这一段过去啊

35
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过去之后再给他送上

36
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Press ples into the hands of each generation

37
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The flare that raids

38
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Above

39
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You all around you is not nearly a symbol

40
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Is a testimony one that speaks of sacrifice

41
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Endurance

42
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Encourage

43
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It represents faith

44
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It

45
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Represents represents and reflets joy

46
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And it calls us to an inance

47
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We first step forward into an unknown future

48
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We could not see this day and yet look two

49
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Hundred and fifty years later

50
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how this nation has been听在讲什么

51
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Nay this generation not only be remembered and remember the past

52
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But we knew the spirit that gave it life

53
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And as you carry this right

54
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Right inheritance

55
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Lord

56
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May you honor

57
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Those who came before you not only with words

58
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But with lives marked by integrity

59
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Gratitude prayer and service of god

60
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好看看去

61
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你听他就是纪念保卫他这个国家的人

62
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这个应该属于家属

63
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对这个应该是家属这个

64
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看这个是美国

65
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他们为了纪念这些阵亡的人士搞的这个旗帜啊

66
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还有

67
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实际上有的时候你看啊

68
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我在美国呢

69
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我的心很静啊

70
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那心境呢就能发现一些好机会

71
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也能静下心来想

72
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每个人在不同的时间段

73
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他选择的目的原因是什么

74
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When people speak to the american revolution

75
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They often speak of generals

76
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Battles strategy

77
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Victory

78
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It dependents

79
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But the revolution was not won by a single man

80
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It was carried on the weary soldiers of farmers

81
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Max food

82
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Teachers

83
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对ordinary people who chose something extraordinary

84
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I watched them suffer without books

85
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I watched them

86
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Wrap their feet and rags and valley forge

87
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I watched them stay when they could have gone home

88
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There were no paper soldiers on the great empire

89
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They were patriots

90
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They believed that liberty was worth sacrifice

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Even when the freedom was not guaranteed

92
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Then he did not live to see victory and yet

93
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They stayed at my side

94
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Through those long years

95
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Stood

96
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Martha washington

97
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She did not fight with musket or sword

98
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But she fought in another way by intending to sick

99
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Mending

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Clothes

101
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Encouraging

102
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The discourage

103
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Remareminding the men that they were seen and valu

104
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She knew as i did that the nation was not held together

105
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By power alone

106
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But by care faith ha ha ha

107
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And a shared purpose when the war ended

108
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I laid down my command and returned home

109
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Because the cause was never about power

110
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It was about principle

111
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Freedom

112
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Once one must be guarded not by force

113
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But by character today is you stand among these flags here

114
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At this field of honor

115
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You are standing among echoes

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Each flag

117
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Represents a life willing

118
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实际上有的时候呢我去教会啊

119
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还有在这边呢听他们分享啊

120
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就是有时候也在深深思考啊

121
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就是老美他在骨子里正在思考什么啊

122
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就是他们并不是意义上说

123
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像我们太多的看重这个钱啊

124
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或者说啊

125
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我们对这个金钱的这种理解真的不一样

126
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真的有时候他们还是有一些人在温在里面的

127
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所以这个国家很有意思啊

128
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就是他我们要看到他强大的一面啊

129
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要看它富裕的一面

130
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就是它的发达

131
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是因为它确实吸引了全球的人才对吧

132
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他没有这个呃

133
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动不动啊从头推翻再来这种状态

134
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因为它有沉淀

135
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有交接啊

136
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比如说他较劲的时候

137
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他不是说毁灭性的啊

138
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比如说我我我就我上台之后呢

139
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我就哈我就这个针孔啊

140
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我上来之前呢我就反恐啊

141
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我我我通过这个针孔反恐呢

142
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我把我的这个这个个人的一些想法上

143
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弄到极致啊对吧

144
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或者说我哼我吧

145
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我只是真心我个人的这个啊个人的这些东西

146
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我不在乎任何人的死活

147
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实际上这个就是有的时候你你认真观察

148
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我发现一个问题啊

149
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就是他这种人和人的区别是什么呢

150
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就是我们这边的很勤奋

151
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但是很多时候呢他就反复哈

152
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就是活很勤奋

153
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但我很反复啊

154
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这意识很大

155
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就是就很多时候你的啊

156
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你的这个就像我我自己做鞋一样啊

157
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比如说我我把我把我的鞋推翻了是吧

158
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我推翻了

159
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我要重新再来啊

160
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我从头开始再来

161
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那你这个人他他哪有这么多精力和体力啊

162
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对不对

163
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你如果说你推翻了你

164
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你基本上从零开始

165
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又又是一个非常非常辛苦的过程

166
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但这就是我认为的这个啊

167
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我们国家个人一样也能接力是吧

168
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能接住它老美它的发达

169
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那是因为什么

170
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就是它它确实是它有延续性对吧

171
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他这200多年啊

172
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1976年到现在200多年

173
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它真实的发达

174
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我觉得是他的机制问题

175
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嘿嘿他的问题很多的啊

176
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美国老百姓现在底层老百姓现在也很难啊

177
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就是底层老百姓对

178
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也是哈哈也举步维艰

179
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那你要看到的是什么

180
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他的优势是什么

181
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是他他比较开放啊

182
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比较包容是吧

183
00:07:11,569 --> 00:07:12,550
他比较人性化啊

184
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他比较这个尊重人才啊

185
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他比较尊重个人的啊

186
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财富啊

187
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他比较尊重啊

188
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是私有财产不可侵犯

189
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他比较尊重个人的啊

190
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个人的价值主张对吧

191
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比如说你看我这个性格哈

192
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我在美国我可以随便说啊

193
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我可以骂骂川普啊

194
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啊我可以讲很多

195
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我只想讲什么讲就行了

196
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没有人会没有人会怎么样

197
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我对不对

198
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做投资也是啊

199
00:07:34,279 --> 00:07:36,519
其实在那边做投资呢也是很开心

200
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就整个人呢来了之后就感觉很放松啊

201
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每天呢在思考和观察啊

202
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在给这些老外他们啊简单的交流的时候

203
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我最起码呢我知道他们在想什么

204
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对不对

205
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这个国家它实现两台他内在的东西就是嘿嘿

206
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他还是很自傲的

207
00:07:51,850 --> 00:07:55,149
所以他对自己的还是非常的期望值很高的

208
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就他那边的很多人

209
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他真是为了超越自己的一个梦想来做事

210
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知道吗

211
00:07:58,970 --> 00:08:00,399
但不完全是为了钱啊

212
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但是为了钱这个人他总是啊总是有厌倦的一天

213
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就是啊你的钱赚够了怎么办是吧

214
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你是不是还能持续这种骑行状态

215
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所以这就是我们要考虑的啊

216
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就如果为了钱

217
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但实际上讲

218
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你你你你你的价值观肯定会受影响很大

219
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但如果你为了梦想可能不一样是吧

220
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那就可能马斯克一样

221
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梦想还是要有的

222
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万一实现了呢

223
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就是马云说的原话

224
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只不过是现在马云也不说话了是吧

225
00:08:25,250 --> 00:08:27,310
在中国呢需要马云的企业家

226
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需要他都出来站出来给这个年轻人发声

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这个才是哈

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我个人我个人感觉哈哈哈很重要的一点哦

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