巴菲特:機會來了要重倉,輕倉就是犯錯誤,哈哈
“If you’re in the business of evaluating businesses, and you’re not willing to act vigorously when you find the one you like best, you’re going to do very poorly. If you are in the right place and you know it, and you do it in a small scale, you’re making a mistake.”
——Warren Buffett, University of Florida, 1998
機會來了要重倉,輕倉就是犯錯誤。這不是一句雞湯,而是巴菲特幾十年投資生涯反複驗證的鐵律。他從不鼓勵頻繁投機,但他堅信——當你認知足夠清晰、理解足夠深入、邏輯足夠確定時,小試牛刀反而是浪費機會。真正的投資高手,不在於每天多準,而在於那一兩次關鍵時刻敢於壓上重注。如果你知道自己在對的地方,卻仍然輕倉觀望,那不是謹慎,那是錯過。