Here is the link:
http://www.youtube.com/watch?v=4xinbuOPt7c&feature=youtu.be
some of my takeaways are:
1. value the company before you look at the stock price.
2. be disciplined and have the ability to say "No" .
3. detach yourself from other opinions (noises) about the stock.
4. if you know the business confidently, make it a fat pitch.
5. most desired business characteristic: presence of mind of people.
6. only look at stock price once in two weeks.
7....
現在再次讀到這些,體會和兩年前已經大不相同了。