给各位粉丝爸爸汇报下，我和妻子共同孕育的小小宋，于 10 月 8 日下午，来到这个世界。 我过往的内容，感觉更适合放在工作日。可能是小小宋理解我，选择假期到来，让我这个老父亲，可以 不太打扰粉丝的情况下，写写碎碎念。 关于你的家庭 你的爷爷奶奶成长在田间地头上，唯有秸秆能撑起希望，肩膀能驮起来的只有太阳和月亮。 你的爸爸妈妈赶上了好时代，我们能在北京这样的城市有工作，是国家的培养，你爸妈个人的努力可能 只占 30% 。 希望你心中有理想，眼里有光，手中有力量。 我们来这个世界，不是为了繁衍后代。而是来看花怎么开，水怎么流。太阳怎么升起，夕阳何时落下。 关于你的母亲 你不是为我和妈妈而来，你是为了看更好的世界，甚至创造更好的世界而来。 我和妈妈也不是为了你而在一起，我和妈妈的存在，是为了成为你最好的记忆。 希望你有独立的精神，自由的思想，多彩的人生。 关于你的父亲 你爸爸没有很高的智商，高考是靠速效救心丸走过来的。但是没有智商遗传给你，我觉得也没关系。耐 心、倾听、爱，才是作为父亲最重要的三个要素。 你是第一次做儿子，而我也是第一次做父亲。所以，我应该并没有资格说，你哪里不好，哪里不对。 我对你的管教，指引，只 ...

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]

聪明的你该做何选择？ 是盲目缩减开支， 还是把钱花在刀刃上？ 我们坚定地说： 真正的价值，永远值得投入！ 这个618，拒绝无效降级， 开启阅读体验全面升级计划！ 爆 款 ● 新 品 推 荐 NO.01 消费降级？NO！阅读体验升级UP！ 推荐理由 | Recommended reasons ※第一财经独家硬核资讯 ※AI智能辅助决策，投资重点不再错过 ※更多会员专享服务，体验美好财经生活 推荐理由 | Recommended reasons 原价¥480，立省¥171！ 让深度报道与精致排版每月如期而至。让你花的每一分钱， 都能撬动更广阔的世界、更深邃的思考、更愉悦的阅读时光！ NO.03 狂省¥480！ 数字内容+纸质期刊双重满足，沉浸式阅读体验一步到位，这才是性价比 之王！ NO.02 围绕商业资源集聚度、城市枢纽性、城市人活跃度、新经济竞争力、未来可塑性五大 维度，《2025 新一线城市魅力排行榜》对中国337个地级及以上城市作出最新评估， 以城市为窗口，重新发现中国。 1204988898988887171717171717171717171717171717171717171717171717111 ...

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 ...