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不做普通人｜從設計師到職業投資人的故事
LEI· 2025-10-01 11:00
Personal Development & Mindset - The key to escaping the "ordinary person trap" lies in changing one's perspective on the world [1] - One should use imagination to expand their capabilities and develop their potential, rather than being limited by their current state [1] - Expanding one's knowledge structure and circle of friends is crucial for personal growth and crossing boundaries [1] - Learning to ask questions is the fastest way to learn and progress [1] - It's important to clarify one's goals and design a path accordingly, rather than letting conditions dictate the objective [2][3] Investment & Financial Strategy - The speaker's first fortune came from running a design company, and a subsequent investment in real estate appreciated tenfold by 2010 [1] - The speaker advocates for using money to make money in the easiest way possible, aligning with the "first principles" approach [2] - The speaker shares a Hi5 investment portfolio as an example of a simple and fast way for ordinary people to accumulate wealth [2] - The speaker's second fortune came from investing in the Chinese copper futures market, influenced by a business contact [2] Career & Business Insights - The speaker emphasizes the importance of solving bigger problems and creating greater value for a company to achieve career advancement [2] - The speaker highlights the value of diverse perspectives and constructive criticism, even from those with opposing viewpoints [2]
投資實踐中的自然科學原理
LEI· 2025-09-24 23:06
股票市場就像自然界一樣 它是一個複雜的適應性系統 在這個系統當中 生存和成功是屬於那些瞭解規律 並且能夠快速適應的個體 今天的節目我想跟大家 來聊一個有趣的話題 就是說 怎樣利用自然科學當中的一些 思維模型 一些觀念 來解決我們實際的投資的問題 這個影片會比較硬核 那麼耐心看完你一定會有收穫的 首先我們來看看慣性這個概念 慣性這個概念是來源於 艾薩克·牛頓的第一運動定律 它是這樣描述的 一個物體如果說沒有受到外力作用 它會保持原來的運動狀態不變 也就是說 靜止的物體會一直保持靜止 那麼運動中的物體會保持運動 並且以相同的速度和方向來進行運動 直到有外力來改變 那麼在現實的商業環境當中 企業的經營也是有慣性的 優秀的企業往往會傾向於保持優秀 那麼平庸的企業也會持續的平庸下去 那麼除非有外力去改變他們的慣性 外力可以是某一個經營決策 某一個產業政策 或者說重大的科技進步 所以說在評估企業基本面的時候 我會比較注重企業的商業基本面的慣性 這個慣性很重要 主要是考察兩個方面 那麼第一個方面就是說 企業的運營慣性是怎樣的 第二個就是觀察 慣性是否有重大的變化 具體來說 我會比較喜歡的企業是 收入規模比較大 增長也是保持 ...
