及时止损
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孩子教我们如何接住“脱手球”
Xin Lang Cai Jing· 2026-01-03 02:46
据《北京晚报》 小小的失误,不是提前彩排的剧本。孩子们的"战术",也并非来自场外的指导调度。主动帮助同伴挽回 局面的机智担当、尽量自己搞定而不是依赖老师帮忙的自主意识,比精心设计的表演更值得称道,也让 人看到孩子身上的美好品质。大家一起全力找回滑落的篮球,不正是对团队精神最好的诠释? "人生哪有不失误呢,你要装着若无其事,然后再最快找回自己的状态,学到了。"那颗意外滚落的篮 球,何尝不是每个成年人都可能遇到的"脱手球"。或许是工作中的一个纰漏,或许是生活里一次计划的 偏离,甚至是成长路上一次不公平的遭遇。这群快乐拍球的孩子告诉我们,面对这样的"脱手球",与其 手忙脚乱、陷入自责,不如直面挫折,积极补救;与其纠结于错误或损失本身,不如及时止损,快速联 动,朝着目标继续前进。 成长不是一帆风顺,但懂得止损补救,才能越来越顺。要向这群自信而努力的孩子学习,既坦然面对每 一次"脱手",也信任身边伙伴热情伸出的双手。 出了错怎么办?自乱阵脚、懊恼沮丧,还是沉着应对、彼此支撑?东莞市大朗镇巷尾新苗幼儿园的"篮 球宝贝",用一场不完美的拍球表演给我们上了一课。 据报道,2025年12月28日,WCBA比赛中场休息期间,这群 ...
一个变强的顶级心态:翻篇
Xin Lang Cai Jing· 2026-01-02 15:25
Group 1 - The core idea emphasizes the importance of moving on and learning to let go of past events that cannot be changed, which helps conserve energy and focus on the present [1][2] - The concept of maintaining a "empty cup" mindset is highlighted, suggesting that clinging to past successes can hinder the acceptance of new opportunities and learning experiences [1][2] - Acceptance of life's changes is presented as a key wisdom, encouraging individuals to embrace the fluidity of life and adapt to new circumstances without trying to control everything [2] Group 2 - The article mentions the formation of MACD golden cross signals, indicating that certain stocks are experiencing positive upward trends [3]
【夜读】一个变强的顶级心态:翻篇
Xin Lang Cai Jing· 2025-12-25 14:15
Group 1 - The core idea emphasizes the importance of moving on and learning to let go of past events that cannot be changed, which helps in conserving energy and emotions [2] - It highlights the necessity of adopting a "empty cup" mindset, where one values past achievements but does not cling to them, allowing for new learning and experiences [3] - The concept of accepting change in life is presented as a fundamental truth, suggesting that many internal struggles arise from the inability to adapt to change [4] Group 2 - Embracing change is portrayed as a form of wisdom, enabling individuals to maintain a stable core while accepting new possibilities in life [5]
巴菲特2025年第三季度大幅减持D.R.霍顿的可能动机
Xin Lang Cai Jing· 2025-12-23 16:24
Q3减持金额:1.99亿美元 现状:已完全清仓 现状:已完全清仓 背景:2023年Q3买入,押注住房需求复苏;但2024年下半年以来,即便利率下降,地产股也未见强劲 反弹。 动机:及时止损+战术撤退。减持后DHI股价继续下滑,再次体现巴菲特"不恋战"的纪律性。 责任编辑:张俊 SF065 D.R. 霍顿(D.R. Horton, DHI) D.R. 霍顿(D.R. Horton, DHI) Q3减持金额:1.99亿美元 背景:2023年Q3买入,押注住房需求复苏;但2024年下半年以来,即便利率下降,地产股也未见强劲 反弹。 动机:及时止损+战术撤退。减持后DHI股价继续下滑,再次体现巴菲特"不恋战"的纪律性。 责任编辑:张俊 SF065 ...
成年人最清醒的活法:一切到此为止
洞见· 2025-11-23 12:34
Group 1 - The core idea of the article emphasizes the importance of timely letting go of unworthy relationships and paths in life to avoid unnecessary suffering and to embrace new beginnings [6][10][30] - The article illustrates that many people suffer in relationships due to their unwillingness to accept reality and move on, highlighting that 90% of unhappiness stems from not knowing when to stop [6][19] - It provides examples of individuals who successfully moved on from toxic relationships and found success in their careers after letting go, demonstrating the benefits of timely decision-making [8][17][27] Group 2 - The article discusses the concept of recognizing when one is on the wrong path and the necessity of stopping to reassess direction, citing the example of a fish that continues to swim forward despite obstacles [23][24] - It mentions the story of a person who shifted from an unfulfilling dream of becoming a writer to excelling in chemistry after receiving constructive feedback, illustrating the value of adaptability [23][24] - The narrative encourages readers to not dwell on past mistakes or toxic individuals, advocating for a mindset that prioritizes moving forward and not being weighed down by negativity [26][30][31]
18%年化收益,最大回撤仅8%!交易奇才乔·维迪奇的“收割亏损”艺术
Sou Hu Cai Jing· 2025-11-03 08:42
Core Insights - Joe Vidich is a highly respected hedge fund manager known for his expertise in navigating financial markets and consistently generating returns for investors [2] - Vidich has a proven track record in asset management, identifying investment opportunities strategically while effectively managing risks [2] - His fund, Manalapan, achieved an annualized net return of 18% (pre-tax 24%) since its inception in May 2001, with a maximum drawdown of only 8%, outperforming its benchmark, the HFR Equity Hedge Index, which had an annualized return of just 4% and a maximum drawdown of 29% [3] Early Experience - Vidich graduated with a Master's degree in International Business from Columbia University and accumulated approximately 12 years of practical experience as a stockbroker and market maker before founding his own fund [4] - His experience as a market maker provided valuable insights into short selling, as he primarily dealt with retail clients who preferred long positions [4] Early Lessons - Vidich emphasizes the importance of conducting personal research and having confidence in one's information, rather than relying on others' advice [5] - He notes that market fear often presents buying opportunities and warns against shorting stocks solely because they appear "expensive" or going long on those that seem "cheap" [5] - He highlights the danger of the "value trap," where high-quality growth stocks are often overvalued, and poor companies remain undervalued until the market recognizes a turnaround [5] Trading Style - Vidich combines long-term investing with short-term trading, assessing macroeconomic trends before selecting promising industries and individual stocks based on fundamentals and price behavior [7] - His fund has a high turnover rate of 20 times per year, with about 15 times attributed to short selling, and net exposure can range from 80% long to 37% short [7] Market Opening Insights - Vidich observes that in bull markets, prices typically open low and rise, while in bear markets, the opposite occurs [8] - He believes that the first half-hour of trading often involves either inexperienced or exceptionally skilled traders [8] Emotional Management - Vidich stresses the importance of not becoming overly attached to one's positions and suggests selling during downturns rather than at peaks to maintain rationality [10] - He advocates for small position sizes to avoid fear-driven decision-making and emphasizes the need for flexibility in changing one's viewpoint [10][12] Chart Analysis - Vidich considers chart patterns crucial, particularly when prices break out of a prolonged consolidation phase with increased volume, indicating significant market movements [12] Diversification - Proper diversification can mitigate the impact of individual trades, and active reduction of exposure is necessary when market conditions are unclear [12] Summary of Key Takeaways - Vidich's approach to trading is characterized by flexibility, allowing for dynamic shifts between long and short positions based on price movements [17] - The concept of "cutting losses" is central to his risk management philosophy, reinforcing the importance of timely decision-making in trading [18]
余生很贵,请把自己活明白
洞见· 2025-10-23 12:20
Core Viewpoint - The article emphasizes the importance of recognizing the limited nature of life and encourages individuals to prioritize their own well-being and happiness in the time they have left [5][12][50]. Group 1: Life Awareness - Life is finite, and understanding this is the beginning of living wisely [6][10]. - Steve Jobs' perspective on life and death highlights the need to live each day as if it were the last, which can lead to a reevaluation of personal values and priorities [7][9]. - The article suggests that as people age, they should focus on what truly matters and invest their time in meaningful relationships and activities [11][19]. Group 2: Time Management - The article discusses the concept of "time as a resource" and encourages individuals to allocate their time wisely, avoiding unnecessary conflicts and negative relationships [21][24]. - It warns against wasting time on trivial matters and emphasizes the importance of recognizing when to let go of unproductive engagements [26][36]. - The narrative includes a story about a character who learns to manage his anger and time effectively, illustrating the value of focusing on what truly matters in life [28][32]. Group 3: Personal Investment - The article advocates for prioritizing oneself in the second half of life, suggesting that individuals should invest in their own happiness and well-being [43][45]. - It encourages setting aside time for self-reflection and personal growth, emphasizing the importance of mental and physical health [46][48]. - The narrative highlights the significance of pursuing personal interests and passions, regardless of age, to enhance life satisfaction [44][50].
一个人最通透的活法:愿赌服输
洞见· 2025-09-19 12:35
Core Insights - The article emphasizes the importance of timely decision-making in both investments and personal life, advocating for the principles of taking profits and cutting losses [3][18][22] Group 1: Investment Principles - The concept of "taking profits" is highlighted as a strategy to avoid greed and unnecessary losses [3] - "Cutting losses" is presented as a necessary action when recognizing a wrong direction or investment, encouraging individuals to stop further losses [3][22] - The article draws parallels between investment strategies and life choices, suggesting that both require a clear understanding of when to stop [18][22] Group 2: Personal Relationships - The narrative includes examples of individuals who have stayed in unfulfilling relationships due to emotional attachment and fear of loss, illustrating the need for timely exits [6][10][18] - A specific case of a woman enduring a toxic marriage is discussed, emphasizing the importance of recognizing when to leave for personal well-being [10][16] - The article suggests that many people are trapped by "sunk costs," which prevent them from making rational decisions about their relationships [16][18] Group 3: Business Decisions - A cautionary tale about a man who invested in a franchise without proper research is shared, highlighting the consequences of ignoring warning signs and failing to cut losses [20][21] - The narrative stresses that many individuals continue to invest in failing ventures due to emotional attachment to their initial investments, leading to greater losses [21][22] - The article concludes that recognizing when to stop is crucial for preserving resources and enabling future opportunities [22][23]
看清一个人最快的方式:对他好
洞见· 2025-08-19 12:34
Core Viewpoint - The article emphasizes the importance of recognizing people's true character through acts of kindness, suggesting that genuine interactions can reveal whether individuals are worthy of trust and friendship [5][25]. Group 1: Stories of Kindness and Character Revelation - A story illustrates how two employees reacted differently to the same act of kindness, highlighting that a person's true nature is revealed through their response to generosity [5]. - Another example discusses a university student who took advantage of a kind gesture, ultimately leading to a realization about the individual's character and the need to sever ties [8][9]. - The narrative of philosopher Bertrand Russell and his friend Keynes serves to demonstrate how misplaced trust can lead to betrayal, reinforcing the idea that one should be discerning in relationships [14][15]. Group 2: The Principle of Reciprocity - The article discusses the concept of reciprocity in relationships, where genuine kindness is often met with gratitude and loyalty from those of good character [22]. - It highlights the story of Xu Beihong, who, after receiving help from friends, reciprocated with gratitude and support, exemplifying the principle of mutual respect and kindness [21][22]. - The notion that one's actions serve as a mirror reflecting both personal character and the character of others is emphasized, suggesting that kindness can help identify trustworthy individuals [24].
没有收入的日子,一个中年人的抠门与自洽哲学
Hu Xiu· 2025-03-25 12:06
Group 1 - The article discusses the impact of unemployment on personal finance and spending habits, highlighting a shift towards frugality and self-reflection [2][3][8] - It emphasizes the concept of "智商税" (intelligence tax) in relation to skincare products, suggesting that expensive products do not necessarily yield better results compared to cheaper alternatives [4][6][15] - The narrative includes personal experiences with various service providers, such as fitness centers and educational institutions, illustrating the pitfalls of overspending and the importance of being cautious with financial commitments [10][11][12] Group 2 - The article suggests that self-sufficiency and self-awareness are crucial in navigating financial challenges, advocating for a lifestyle that aligns with personal values and circumstances [13][16][17] - It touches on the broader societal implications of consumer behavior, indicating that spending habits can be influenced by psychological factors, such as the desire for comfort or motivation [15][17] - The discussion includes a critique of the education and training industry, particularly in the context of perceived value versus actual outcomes, highlighting the need for critical thinking in consumer choices [13][14][15]