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鋼鐵般的意誌,蝸牛式的耐心,Buffet 的投資哲學

(2009-12-18 10:36:25) 下一個
就是我艱辛的實踐,也是我未來成功的保障。借以上幾句話來紀念今天MBI的上漲。MBI 這幾天明顯比大盤強很多。尤其是今天出了大量。就在昨天,我還在擔心我巨大的MBI持倉量。我不怕它下跌,我怕MARGIN CALL.所以堅強的意誌是很重要的。今天的上漲意味著我又通過了一個折磨人的考驗。我在3.3到3.5之間買了大量的MBI,願上帝保佑我!

“There is no secret ingredient, you just have to believe it.

I am not predicting short term trend on MBI, I am holding it mid to long term. I may sell or add along the way, more likely selling since I have too much of it. But I am very bullish on its short term performance too. MBI\'s endured a lot of bad news lately: seemingly bad quarterly report, possible bankruptcy of ABK, kicked out of sp500 ... I think we have seen the worst. Draw your own conclusion, pay attention to insider buys.
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