I.C.S.103.我们的商业模式

I.C.S.103.我们的商业模式

我们的工作围绕资产配置展开,包括投资和套利两个部分。

1、投资

投资有四个长期不变的原则:(1)我们能理解的业务,(2)具有长期良好的经济前景,(3)由诚实且能干的人经营,以及(4)价格非常有吸引力。

2、套利

套利有很大的确定性,我们可以在很小的误差范围内,事先知道在多长时间内可以获得多少回报,以及可能出现什么意外,打乱原有计划。


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