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Elementary, Worldly Wisdom as It Relates to Investment and Business (1994)

41 点作者 febin超过 7 年前

2 条评论

SomewhatLikely超过 7 年前
I find this point interesting. Anyone have any theories?<p><i>Here&#x27;s a model that we&#x27;ve had trouble with. Maybe you&#x27;ll be able to figure it out better. Many markets get down to two or three big competitors—or five or six. And in some of those markets, nobody makes any money to speak of. But in others, everybody does very well.</i><p><i>Over the years, we&#x27;ve tried to figure out why the competition in some markets gets sort of rational from the investor&#x27;s point of view so that the shareholders do well, and in other markets, there&#x27;s destructive competition that destroys shareholder wealth.</i>
SomewhatLikely超过 7 年前
I first learned at a young age of the efficient market hypothesis from Malkiel&#x27;s Random Walk Down Wall Street. Rather than dissuading me from investing, it gave me confidence that if the theory&#x27;s right then my choices should perform about average anyway. And if it&#x27;s wrong, then I would have a chance to do well if I did my homework. I&#x27;ve done alright, but realized pretty quickly that it&#x27;s much easier, more predictable, and less stressful to invest in my education and job skills. Investing in these can easily gain you seven figures additional cumulative income over your lifetime, something quite difficult to achieve in investing without either large starting capital or a very large edge.