洞见 （ DJ00123987 ） —— 不一样的观点，不一样的故事， 3000 万人订阅的微信大号。点击标题下 蓝字 " 洞见 " 关注，我们将为您提供有价值、有意思的延伸阅读。 上周末的时候，我在高崎机场碰到一个以前的同事。 飞机延误，便闲聊起近况。 他先是唉声叹气地说起之前的一笔投资。 因为老家有个地方成了一个网红景点，他听合伙人说民宿好挣钱，就掏出全部家底搞民宿。 可惜，他不考虑网红景点的生命周期、不调研市场、不计算一下费比，最后亏得一塌糊涂，日 子过得紧巴巴的。 作者： 洞见ciyu 经一事，长一智。 ♬ 点上方播放按钮可收听洞见主播云湾 朗读音频 但是他很快话锋一转，把民宿亏钱的事抛在脑后。 兴致勃勃地介绍起新项目，说是筹了一笔钱要跟人合伙在厦门开一家奶茶店。 我试探问他，现在奶茶市场那么饱和，可行吗？ 反之，受了苦，历了劫，认知得到改变提升，这苦难就有了价值。 他拍着胸膛说，我这个合伙人说100%赚钱。 听到这话，我估摸着他又要栽一次跟头，又要难受一次了。 这几年，很多吃了很多苦仍过不好生活的人，总在追问一个问题： 苦难到底有什么价值？ 我觉得可以从我老同事的经历里找到些许答案。 失败、不幸、痛 ...

Core Insights - The essence of successful investing lies in accurately assessing profitability, which is fundamentally tied to the depth of understanding [1] - Engaging with literature allows investors to expand their cognitive horizons and identify enduring truths amidst change [1] Group 1: Recommended Literature - "The Possible Futures of the Next 10,000 Days" by Kevin Kelly is recommended for its insights into future societal structures, interpersonal relationships, and personal growth, beyond just technological advancements [2] - The book encourages readers to actively shape the future rather than passively accept changes, providing a comprehensive view of potential future scenarios [2] Group 2: Film Recommendation - The film "The Big Short" illustrates how a few individuals foresaw the 2008 financial crisis and profited from it by shorting the housing market, highlighting the concept of non-consensus investing [3] - The film's narrative centers on the subprime mortgage crisis, showcasing how flawed financial products were misrated and sold, leading to a market collapse [3] - Key investment lessons from the film include the importance of independent judgment that contrasts with market consensus, the necessity of thorough research to support non-consensus views, and the psychological challenges faced before being proven right [3]

《我们去向何方》 作者：许倬云；《世界何以至此》 作者：许倬云 推荐语：过去两三年，我几乎读遍了许倬云先生的书，也多次向身边的创业者、同事和朋友推荐。其中两本书的 书名很有意思，恰好构成一组"灵魂拷问"——《我们去向何方》和《世界何以至此》。通常，我们更习惯于关心 第一个问题，对前行的方向充满关切。然而，事实上，我们需要先深入探究第二个问题，也就是世界是如何一步 步走到今天的，才能更好地回答前一个问题。 在快速流变的世界里，谁也无法基于当下作出对未来的判断；即便这个时代最厉害的人，也同样被局限在这个时 代里。只有将时间拉长，去对话几百年甚至上千年前的人、去对话宇宙万事万物，才能突破我们被局限的认知， 进而提升认知。而对话的工具就是——读书。 你能看到的各行各业的聪明人都有一个共通点，就是酷爱读书、坚持阅读。做投资更需要通过读书，从更长远的 时空来观察事物，找出变化中的不变，深刻认知事物的第一性原理，发现投资价值。 金秋十月、秋风飒爽，创业资本汇携手一众投资大咖，向读者朋友们分享他们喜爱的书籍，一同顺着指尖穿越时 空，寻找认知的高点。本期第五期，我们邀请到峰瑞资本创始合伙人李丰做分享。 峰瑞资本创始合伙人 李丰 ...

你能看到的各行各业的聪明人都有一个共通点，就是酷爱读书、坚持阅读。做投资更需要通过读书，从更长远的时空来观察事物，找出变化中的不变，深 刻认知事物的第一性原理，发现投资价值。 在快速流变的世界里，谁也无法基于当下作出对未来的判断；即便这个时代最厉害的人，也同样被局限在这个时代里。只有将时间拉长，去对话几百年甚 至上千年前的人、去对话宇宙万事万物，才能突破我们被局限的认知，进而提升认知。而对话的工具就是——读书。 金秋十月、秋风飒爽，证券时报·创业资本汇携手一众投资大咖，向读者朋友们分享他们喜爱的书籍，一同顺着指尖穿越时空，寻找认知的高点。本期第 一期，我们邀请到东方富海董事长陈玮做分享。后续假期，我们将持续推出机构荐书内容，敬请关注。 东方富海董事长、创始合伙人 陈玮 霍华德・马克斯在《价值演算》中直言："投资的成败主要取决于对盈利能力的判断是否正确。"而这种精准判断的内核，正是认知的深度。查理・芒格亦 曾强调，"配得上"想要的事物，本质是让认知匹配价值。 转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes END 推荐语： 不论是从科技、经济或者投资的视角来看，我们都在经历人类现代文明 ...

Core Viewpoint - The article emphasizes the importance of recognizing what truly matters in work and life, advocating for a balance between striving for excellence and understanding the limits of perfectionism [8][18][41]. Group 1 - The story of a young engineer illustrates the pitfalls of perfectionism, where excessive focus on minor improvements led to missed opportunities [6][8]. - The narrative highlights that not all aspects of a project require perfection; understanding the key elements can lead to more efficient outcomes [14][18]. - The article references a well-known entrepreneur whose obsession with detail ultimately contributed to the failure of his company, demonstrating that perfectionism can hinder progress [12][13]. Group 2 - The experience of a television host shows that an overemphasis on perfection can alienate collaborators and disrupt workflow, as the audience may not value the minutiae that one fixates on [21][27]. - A personal anecdote about a job application reveals that many opportunities are only realized through action, rather than waiting for perfect conditions [25][26]. - The article suggests that embracing imperfection and learning through experience can lead to greater success and personal growth [39][40]. Group 3 - Historical examples illustrate that even the most successful figures faced imperfections in their early work, emphasizing that progress often comes from trial and error rather than perfection [30][40]. - The narrative concludes that personal growth is about improving upon one's past self rather than achieving an unattainable ideal of perfection [41][42].

Core Insights - The stock market is likened to an unpredictable ocean, requiring investors to be well-prepared and rational to navigate its fluctuations [1][6] - Recent insights from Ren Zeping emphasize the importance of understanding market volatility and maintaining a calm perspective [1][5] Investment Principles - Investors should recognize that market fluctuations are inevitable and should not be swayed by short-term emotions; both rises and falls present opportunities [1][5] - Investment should be based on surplus funds, ensuring that essential living expenses are secured before engaging in stock trading [2][3] - Many investors mistakenly believe that bull markets guarantee profits, but overconfidence can lead to significant losses without proper analysis [2][3] Knowledge and Strategy - Investors must enhance their understanding of the stock market, avoiding reliance on insider information and emotional trading [2][3] - Investment strategies should be personalized, with decisions made based on individual strengths and available time for research [3][5] - Diversification is crucial to mitigate risks and uncover opportunities across different markets and sectors [3][5] Long-term Perspective - A long-term view is essential for successful investing, as short-term market movements can provoke anxiety [5][6] - Rational loss-cutting is a necessary skill for investors to prevent further losses and make informed decisions based on market conditions [5][6] - Comprehensive and objective market assessments are vital for mature investing, as information asymmetry can lead to misguided conclusions [5][6]