Investment success doesn't come from "buying good things",
but rather from "buying things well"
(投資成功不是因為買到好東西,而是因為「買得好」。)
~by Howard Marks, The Most Important Thing: Uncommon Sense for the Thoughtful Investor
"lus5203"我有發現安本環球亞洲小型、英傑華新興市場小型的前十大持股,在韓國的比例都蠻高,
我是不知道原因啦,會不會經理人也看好這個新興國家呢?
Investment success doesn't come from "buying good things",
but rather from "buying things well"
(投資成功不是因為買到好東西,而是因為「買得好」。)
~by Howard Marks, The Most Important Thing: Uncommon Sense for the Thoughtful Investor
"fundhot"三星幾乎是韓國的代名詞。我看到這則新聞,想法跟對中國的看法一樣:「數據好的時候漲不動,最好的時候過去了,更沒有上漲的理由。」