Core Viewpoint - The article emphasizes the importance of emotional control and strategic thinking in both personal and professional contexts, drawing lessons from historical figures and classical texts to illustrate how maintaining composure can lead to success and effective decision-making [6][78]. Group 1: Emotional Control - The ability to remain calm in the face of danger is highlighted as a trait of true strength, as illustrated by the story of Zhong Hui, who maintained his composure during a tense encounter with Emperor Cao Pi [10][21]. - The article discusses the wisdom of controlling one's anger, using the example of Lin Zexu, who learned to manage his emotions to achieve his goals effectively [30][34]. - It is noted that excessive emotional expression can lead to negative consequences, and that wise individuals should control their emotions to navigate complex situations [39][40]. Group 2: Humility and Restraint - The text warns against arrogance during times of success, referencing Zeng Guofan's advice that pride can lead to downfall [43][55]. - The downfall of Nian Gengyao is used as a cautionary tale about the dangers of overconfidence and failing to temper one's ambitions [46][52]. - The article stresses the importance of humility and the need to reflect on past failures to maintain a grounded perspective during prosperous times [56]. Group 3: Strategic Interactions - The article encourages a broader perspective when dealing with disliked individuals, citing Liu Bang's strategic decision to spare a rival for the greater good [60][68]. - It emphasizes the value of maintaining a calm demeanor and not allowing personal feelings to interfere with professional relationships [72][76]. - The importance of emotional detachment in decision-making is reiterated, suggesting that those who can manage their feelings are better equipped to handle complex social dynamics [81].

橡树资本联合创始人霍华德 · 马克斯 4 月上旬跟 Decision Nerds 主理人保罗 · 理查兹的交流中，分 享了他对当下投资环境的深刻思考：在信息过载、情绪泛滥的世界中，真正值得坚持的东西是什么？ 他认为，一支真正优秀的投资团队，必须同时做到两点：价值观一致，技能互补。 价值观一致，才能在困难时刻相互信任、坚持信条；技能互补，才能在不同情境下形成更完整、立体的 判断力。 对于普通投资者，霍华德给出的建议非常直接：参与市场，并以自己能够长期坚持的方式留在市场中。 我们有没有买入那些能持续增长的公司？ 我们有没有把钱借给那些能按时还钱的人？ 霍华德说，这是投资中最值得关注的事情，也是帮助我们穿越噪音、穿越周期的锚。 除了投资本身，他还谈到另一个被许多人忽视但至关重要的要素：团队合作的基础。 这场对话贯穿一个核心主题 —— 认清自己的局限，并找到可以长期坚持的方法。 霍华德回顾了自己 1969 年入行时经历 " 漂亮 50" 泡沫破灭的教训，如何从投资 " 最好的公司 " 巨 亏，学到两个终生受用的原则：不是买好公司，而是要以合理价格买得好；投资的核心，不在于标的本 身好坏，而在于买入时机与价格。 今天的 ...