”I totally missed this stock”

這是投資中唯一而目永恒不變的事實：市場上有5000家公司上市，從概率上說，”I totally missed this stock” 是一個100 ％的事件，也不可能帶來任何財富

相反，深入了解自己能掌握的行業，投資並重倉投資自己對其基本麵有認識的公司，才是有效的投資之道

至於”萬一這是一家yahoo” 怎麽辦？well，我隻能說如果你沒有能力去asses為什麽要投一家公司，或者在yahoo 拒絕微軟收購時判斷這公司已無長期投資資值，確實應該定投大盤

所有跟帖： 

• 對於任何一家你投資的長期龍頭股，必須要回答2個問題：a: 我為什麽長投這家公司 b: 什麽樣的基本麵的改變要促使我exit -三心三意- ♂ (0 bytes) () 05/21/2025 postreply 07:49:00

• I think AWS is losing Cloud share to Azure... I wrote below -BrightLine- ♂ (111 bytes) () 05/21/2025 postreply 07:51:29

• i don’t think this true -三心三意- ♂ (0 bytes) () 05/21/2025 postreply 08:03:00

• that is why they say they did not have enough capacity -BrightLine- ♂ (41 bytes) () 05/21/2025 postreply 08:05:07

• MSFT said same thing on the earning call -三心三意- ♂ (0 bytes) () 05/21/2025 postreply 08:06:00

• AWS this quarter only 17% growth while Azure is much highly -BrightLine- ♂ (409 bytes) () 05/21/2025 postreply 08:07:44

• this has been the case for last 2 yrs -三心三意- ♂ (0 bytes) () 05/21/2025 postreply 08:09:00

• No. Last few quarters AWS' growth rate is 19% or 21% -BrightLine- ♂ (0 bytes) () 05/21/2025 postreply 08:17:25

• i mean Azure growth has been higher than AwS in last 2 yrs -三心三意- ♂ (0 bytes) () 05/21/2025 postreply 08:18:00

• In the past, they either all grow or all slow together -BrightLine- ♂ (0 bytes) () 05/21/2025 postreply 08:21:16

• 很多時候，說完“I totally missed this stock”，若幹時間回頭再看，“this stock” 又 -我是一隻井底蛙- ♂ (204 bytes) () 05/21/2025 postreply 07:52:19

• 同意這個說法。過去十幾年，7大科技巨頭股票創造了巨大財富，什麽時候進去都很好 -桃花源裏人家- ♂ (0 bytes) () 05/21/2025 postreply 08:03:48

• 是的 -bogbog- ♀ (0 bytes) () 05/21/2025 postreply 08:06:03

• 我的原文本來意思是不要跟風，不要追熱股。當然你說的也是對的，對自己真正了解的公司也不票在乎幾個點位的差價 -三心三意- ♂ (0 bytes) () 05/21/2025 postreply 08:09:00

• 不懂股，可以蒸餾亮線的博客... -gladys- ♂ (0 bytes) () 05/21/2025 postreply 10:10:18