https://blog.wenxuecity.com/myblog/68491/201811/25212.html

阿裏今天突破200，比我去年發帖正式開始投資時的股價上漲了45%，比之後的最低價格上漲了50%。

利用市場先生的股價波動，我希望自己的建倉成本是市場價格的 0 - 50%。我想未來的2-3年市場應該會給一些機會。

對於重倉股，我一貫的想法是通過低買高賣的方式實現持有成本低於市場價50%，這樣的安全邊際程度比較舒服。沒有想到的是市場在第一天就給我一個機會，當然我沒有完全把握住。

阿裏現在是屬於巨無霸的體量，雖然龐大，但是也是完全按照市場的自然規律在波動。

2011年，老巴印度之行的談話

“If you look at the typical stock on the New York Stock Exchange, its high will be, perhaps, for the last 12 months will be 150 percent of its low so they’re bobbing all over the place. All you have to do is sit there and wait until something is really attractive that you understand.”

“There’s almost nothing where the game is stacked more in your favor like the stock market”

“What happens is people start listening to everybody talk on television or whatever it may be or read the paper, and they take what is a fundamental advantage and turn it into a disadvantage. There’s no easier game than stocks. You have to be sure you don’t play it too often”

因為機會每年都有，我希望明年自己能把握的更好一點。