Warren Buffet: Diversification is a protection against ignor

Warren Buffet: Diversification is a protection against ignorance. 

If you know how to analyze businesses and value businesses, it's crazy to own 50 stocks or 40 stocks, or 30 stocks probably. It's a confession in our view that you don't really understand the businesses that you own

所有跟帖： 

• 不錯，diversification is overrated -BrightLine- ♂ (0 bytes) () 09/19/2025 postreply 05:02:57

• 上周末去看兒子時還和他聊起投資和年輕人對投資的態度， -曉炎- ♀ (799 bytes) () 09/19/2025 postreply 05:40:07

• 你兒子真棒。 -雨女- ♀ (505 bytes) () 09/19/2025 postreply 06:13:19

• 看著孩子成長是一件幸福的事—— 太喜歡你的這句話了！ -曉炎- ♀ (652 bytes) () 09/19/2025 postreply 06:29:03

• 年輕人都有一個成長的過程不需要一開始就以有經驗的角度去糾錯因為我們不可能代替他們處理所有遇到的問題隻有這樣他們才能成長 -lionhill- ♂ (0 bytes) () 09/19/2025 postreply 07:54:17

• 我對兒子現在投資就放手！ -lionhill- ♂ (0 bytes) () 09/19/2025 postreply 07:55:22

• So wise! 我剛剛去看前兩天漏掉的貼，好像你兒子 -曉炎- ♀ (705 bytes) () 09/19/2025 postreply 08:06:17

• 你兒子的觀察很sharp！ -dancingpig- ♀ (0 bytes) () 09/19/2025 postreply 09:05:54

• 即使是芒格在阿裏巴巴的投資也不算成功，3個股票就足夠分散的觀點有點過了。 -GandalfOld- ♂ (259 bytes) () 09/19/2025 postreply 17:26:04