Ideas
I.H.113.Warren Buffett.Consumer Products
有些消费品包含潜藏在大众心智中的资产。 1、《1787-12-05 Federalist No. 17 The Same Subject Continued: The Insufficiency of the Present Confederation to Preserve the Union》 AN OBJECTION, of a nature different from that which has been stated and answered, in my last ...
I.H.204.Warren Buffett.Cost Of Capital
1、《2001-04-28 Berkshire Hathaway Annual Meeting》 WARREN BUFFETT: Yeah, what you find, of course, is that the cost of capital is about a quarter percent below the return promised by any deal that the CEO wants to do. It’s — (laughter) — very simple. ...
I.H.181.Warren Buffett.Wrong Incentives
思维的锚点起到非常重要的作用，方向错了会错的非常离谱。 1、《2005-04-30 Berkshire Hathaway Annual Meeting》 23. The danger of earnings expectations 预测收益的风险 WARREN BUFFETT: Number 14. 沃伦·巴菲特：第十四号。 Do we have a second microphone in the overflow room? Oh, there’s only one in there. ...
I.H.112.Warren Buffett.Credit Card
1、《Damn Right!: Behind the Scenes with Berkshire Hathaway Billionaire Charlie Munger》 I've accused Father of being negative. He has a buoyant, cheerful upside, but also a negative side. He said, "No, no, I'm not negative. I jump like a little trout ...
I.H.177.Warren Buffett.A Word About Par and Feedback Mechanism
没有衡量标准和反馈机制=幻觉。 1、《1962-01-24 Warren Buffett's Letters to Limited Partners》 A Word About Par 关于衡量标准 The outstanding item of importance in my selection of partners, as well as in my subsequent relations with them, has been the determination that we ...