呆在能力圈内的代价和回报
发表于： 2012-11-17 08:09:07
“We’re more comfortable in that kind of business. It means we miss a lot of very big winners. But we wouldn’t know how to pick them out anyway. It also means we have very few big losers - and that’s quite helpful over time. We’re perfectly willing to trade away a big payoff for a certain payoff. ”
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评论
- 牛健成 (2016-12-22 15:40): 我们对这种业务（看得懂的业务）更自在。 这意味着我们错过了很多高回报， 但我们不知道如何挑选它们。 这也意味着我们很少失手， 这是非常有帮助的。随着时间的推移 ， 我们完全愿意放弃这种无法看得懂的高回报来换取高确实性的稳定回报。