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。 1977年，加州大学法学院的一位女学生因为经济原因被迫辍学。 没有学历，没有人脉，人生陷入困局。 在这段日子里，她一边到处面试，一边做些兼职谋生，余下的时间就用原来的学生证混进大学图书馆里看书。 三年后，她得到知名企业AT&T公司的面试机会。 当听说她已经三年多没有工作时，面试官都大为震惊。 他们接触过很多长期失业的求职者，这些人因为无所事事，眼里都有掩饰不住的怠惰和萎靡。 作者： 洞见·姜榆木 真正的贫穷不是没有收入，而是精神断供。 ♬ 点上方播放按钮可收听 洞见主播云湾朗读音频 但她给他们的观感却是神采奕奕，像是上午才从上一家公司离职。 最终，女孩顺利通过面试，并在公司一路做到高管的位置。 她就是最终成为惠普CEO的卡莉·菲奥莉娜，一度被誉为"全美最具权威的商业女性"。 筝小钱曾在《阅读是富养自己的最好方式》里写道： "喜欢读书的人永远在思考如何活得更好，这样的人不会在生活的困境前坐以待毙，日子也总有变好的一天。" 真正的贫穷 ...

Group 1 - The article expresses gratitude towards the author's wife for her support during challenging times, particularly regarding family health issues and the decision to have a child [14][15] - The author emphasizes the importance of independent thinking and self-discovery for the child, encouraging them to explore their own identity rather than conforming to parental expectations [10][11][20] - The author highlights the significance of education that promotes exploration and understanding of diverse perspectives, rather than rote learning [19][20] Group 2 - The author reflects on the value of life experiences over theoretical knowledge, wishing to share insights gained from personal journeys in the future [22] - The article conveys a commitment to being a supportive and understanding parent, aiming to foster a nurturing environment for the child's growth [25]

Group 1 - The article emphasizes the importance of financial literacy and developing a proper money mindset as the first step towards wealth freedom, especially for beginners who feel they have "no money to manage" [4][5][6] - It introduces engaging and easy-to-understand books like "The Rich Dad Poor Dad" and "The Little Money Dog" to help readers build a new understanding of wealth and financial management [5][6] - The article highlights the significance of value investing, founded by Benjamin Graham, which focuses on finding stocks priced below their intrinsic value for long-term gains [8][9] Group 2 - "The Intelligent Investor" is presented as a foundational text in value investing, introducing the concept of "margin of safety" to protect against market volatility [9] - "Warren Buffett's Letters to Shareholders" provides insights into Buffett's investment philosophy, emphasizing the importance of long-term competitive advantages and intrinsic value over short-term price fluctuations [10] - Practical methods for applying value investing principles in stock selection and asset allocation are discussed, including industry analysis and financial metrics [11][12] Group 3 - The article discusses the basics of technical analysis, which helps investors make informed decisions based on historical price and volume data [15][16] - "Japanese Candlestick Charting Techniques" is recommended for understanding market trends and buy/sell signals through candlestick patterns [16] - "Market Trend Analysis" is highlighted as a comprehensive guide to identifying market trends and managing risk through various technical indicators [17][18] Group 4 - The importance of a systematic trading approach is emphasized, with "The Turtle Trading Rules" providing a framework for disciplined trading based on clear entry and exit rules [20] - "The Simplest Thing in Investing" offers localized strategies for the A-share market, focusing on finding undervalued stocks and understanding pricing power [21] Group 5 - The article stresses the psychological aspects of investing, highlighting the need for a rational mindset to navigate market volatility [22][23] - "Poor Charlie's Almanack" is recommended for its insights into multi-disciplinary thinking and investment philosophy [24] - "The Most Important Thing" by Howard Marks emphasizes understanding market cycles and risk management as key components of successful investing [25] Group 6 - The article addresses the impact of human psychology on investment decisions, suggesting strategies to overcome emotional biases [26][27] - "Reminiscences of a Stock Operator" illustrates the influence of fear and greed on trading behavior through the life of Jesse Livermore [27] - "Fooled by Randomness" warns against cognitive biases and emphasizes the importance of risk management in unpredictable markets [28] Group 7 - The article provides a reading strategy for efficiently absorbing investment knowledge during holidays, suggesting a mix of short and long reading sessions [30][31] - It encourages practical application of learned concepts by identifying actionable insights from each book read [34][35] - The importance of verifying investment theories against current market conditions is highlighted to avoid blind adherence to strategies [36]

Group 1 - The core idea is that understanding and cognitive ability are crucial for identifying and seizing business opportunities in a changing economic landscape [1][3][7] - The statement emphasizes that many individuals fail to earn significant wealth not due to lack of effort, but because they do not comprehend the logic of making money [3][10] - Successful entrepreneurs like Lei Jun and Zhang Yiming exemplify the importance of recognizing trends and understanding market dynamics before launching their ventures [9] Group 2 - The article highlights that reading is the fastest way to enhance cognitive abilities and understand complex business models [5][12] - It points out that those who do not read often remain trapped in their own limited perspectives, missing out on opportunities [8][15] - Knowledge of specific areas such as supply chains, financial cycles, and content algorithms is essential for success in e-commerce, investment, and self-media [13]

Core Insights - The recent trend of investment professionals publishing books reflects a significant shift in the venture capital landscape, indicating a move towards knowledge sharing and resource monetization [1][11] - The surge in book publications by investors since 2020 is driven by factors such as fundraising anxiety, the need for cognitive premium, and generational shifts among limited partners (LPs) [11][12] Group 1: Publishing Trends - Notable figures in the investment community, such as Zhang Lei from Hillhouse Capital and Shen Nanpeng from Sequoia Capital, have published influential works, marking a new era of investment literature [2][5] - The success of Zhang Lei's book "Value," which sold over a million copies in its first week, set a precedent for how investment books can leverage private traffic and institutional backing for marketing [2][12] - The strategy of using books as tools for brand building and influence has been widely adopted across various investment firms, creating a new paradigm for knowledge dissemination [2][3] Group 2: Impact of International Examples - The trend of investment professionals writing books can be traced back to influential works from Wall Street, such as Ray Dalio's "Principles," which not only achieved high sales but also established a template for personal branding among investors [5][6] - Books like "Principles" and "Zero to One" have significantly influenced investment discourse and practices, demonstrating the power of narrative in shaping industry perspectives [5][6] Group 3: Domestic Evolution - In China, the approach to writing has evolved from value investing to narrative-driven strategies, with local investors focusing on storytelling to engage audiences [7][9] - The emergence of books like "The Logic of Wealth" by Wei Feng aims to provide a framework for wealth creation, targeting younger audiences and addressing the challenges of information overload in the digital age [9][10] Group 4: Fundraising Dynamics - The increase in the number of VC/PE firms in China has led to heightened competition, making the ability to tell compelling stories and demonstrate thought leadership essential for successful fundraising [11][12] - The publication of books has become a critical component of an investor's credibility, with LPs increasingly seeking evidence of an investor's influence and narrative capabilities during the evaluation process [11][12] Group 5: Future Implications - The phenomenon of investment professionals writing books is seen as a form of "thought IPO," where the dissemination of investment philosophies can convert LPs into believers in those ideas [13] - The long-term impact of this trend on the investment landscape remains to be seen, but it is clear that the intersection of investment logic and publishing is reshaping the industry [1][13]

Core Insights - The article emphasizes the importance of understanding one's own capabilities and the underlying logic of making money, as illustrated through the characters in the drama "Tiandao" [5][6][7] Group 1: Personal Development and Capability - Ouyang Xue represents the potential for ordinary individuals to achieve success through hard work and understanding their own strengths [9][10] - She started from a disadvantaged background, worked in various roles in the food industry, and eventually opened her own restaurant, demonstrating the importance of perseverance and skill development [11][12][14] - Ouyang Xue's decision to stop trading stocks after realizing the risks involved reflects a clear understanding of her own capability and the importance of staying within her comfort zone [18][20][21] Group 2: Networking and Social Capital - The article discusses the significance of social connections in enhancing one's opportunities, as highlighted by the character Xiao Yawen, who leveraged her relationships to transition from an employee to a business partner [28][32][38] - It emphasizes that successful individuals often recognize the value of surrounding themselves with those who are more accomplished, which can lead to greater opportunities [30][40][50] Group 3: Cultural Attributes and Mindset - Ding Yuanying's concept of "strong culture" versus "weak culture" illustrates the mindset necessary for success, where individuals take responsibility for their own growth rather than relying on external factors [53][54][61] - The article suggests that understanding the essence of things and adapting to circumstances is crucial for personal and financial success [61][66] - The narrative concludes that true enlightenment and financial success come from accumulated experiences and insights, rather than mere effort [68][70]

Core Viewpoint - The article emphasizes the importance of investing in valuable experiences rather than blindly cutting expenses, particularly in the context of enhancing reading experiences during the 618 shopping festival [1]. Group 1: Recommendations and Offers - The article promotes exclusive insights from First Financial, highlighting AI-assisted decision-making tools that help investors not miss key investment opportunities [2][18]. - It offers a dual satisfaction package of digital content and print journals at a significant discount, claiming to provide an immersive reading experience [2]. - A specific offer is highlighted where a subscription to deep reporting and quality layout is available at a reduced price, ensuring that every penny spent can lead to broader perspectives and enjoyable reading time [4]. Group 2: City Rankings and Insights - The article mentions the "2025 New First-Tier City Charm Rankings," which evaluates 337 cities in China based on five dimensions: commercial resource aggregation, city hub characteristics, urban activity levels, new economic competitiveness, and future potential [6]. Group 3: Investment Literature - A recommendation for "Poor Charlie's Almanack," which compiles investment philosophies and insights from Charlie Munger, is presented as essential reading for investors, teaching them how to think, live, and invest effectively [21].

Core Viewpoint - The article highlights the importance of reading and self-investment in the context of financial growth, emphasizing that knowledge gained through books can lead to significant future wealth [1][6]. Group 1: Event Overview - The company hosted a special event for World Book Day from April 23 to May 5, offering exclusive investment insights alongside a reading initiative [1]. - Participants engaged actively, sharing their insights and book recommendations, which were evaluated based on likes and content quality [1]. Group 2: Book Recommendations - Five lucky participants were selected to receive a copy of "Blood and Wealth," with their recommended books including: - "Reminiscences of a Stock Operator" [2] - "Cycles: Capturing Opportunities in Extreme Volatility" [1] - "Poor Charlie's Almanack: Avoiding Pain" [2] - "The Way of Munger: The Importance of Value Investing" [5] Group 3: Future Engagement - The company plans to organize more engaging activities in the future, encouraging participants to follow their official account for updates [6].

文 | 银行螺丝钉 （转载请注明出处） 今天是清明节，有不少朋友会祭奠故去的亲人。 之前也有朋友问，一直觉得"死亡"是个禁忌，很少开诚布公地和身边人谈及过。 想起之前也有一些朋友，就死亡这个问题，有过一些深刻讨论。 当时螺丝钉也很受触动和启发。 今天就来和大家分享一下。 死亡不是终点，遗忘才是 生老病死，是自然规律。 对于投资领域的很多大师来说，亦是如此。 （1） 查理·芒格 价值投资大师查理·芒格，推动巴菲特，从早期注重低估值的深度价值风格，变成后期注重优秀公 司的成长价值风格。 同时芒格也是长期看好中国资产的投资大师之一。 在2023年11月29日，查理·芒格去世了，享年99岁。 不过芒格的人生智慧，并没有消失，还是可以持续帮助到很多人。 螺丝钉之前也读过芒格的个人传记，也是一本经典好书： 《穷查理宝典》（点击阅读） 。 里面包括了芒格对投资、生活、工作、学习等的理念，感兴趣的朋友也可以看一下。 （2） 另一个例子，是"指数基金之父"约翰·博格。 他发明了第一支面向个人投资者的指数基金，造福了无数普通投资者。 博格也是对螺丝钉投资理念影响最大的投资大师之一。 尽管博格也已经去世，但他的指数基金投资理念，被 ...