The Essays of Warren Buffett的笔记(15)

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  • 一双跑鞋一本书

    Concept: Institutional Imperatives: 1. resist change 2. soak up available funds 3. follow-the-leader herd 4. follow-the-competitor manic

    2013-03-26 09:35:05

  • 一双跑鞋一本书

    Avoid the big problems. Focus on the easy-to-understand, within your circle of compentence Overall, we' ve done better by avoiding dragons than by slaying them.

    2013-03-26 08:37:34

  • 一双跑鞋一本书

    Concepts: Circle of Competence;(Industries of concern) Moats;(Value) Margin of Safety(Price)

    2013-03-25 09:32:16

  • 一双跑鞋一本书

    Ideal compensation scheme for managers: Both carrots and sticks(Sticks are more powerful,i.e, I suffer, you suffer) Controllable factors(excluding business environments that managers have no control) Exclude the natural compounding effect of retained earnings(capital costs)

    2013-03-23 16:01:37

  • 一双跑鞋一本书

    The "help" of lawyers and consultants Never ask a barber whether you need a haircut.

    2013-03-23 15:41:21

  • 一双跑鞋一本书

    Concepts: Looker-through earnings, Float, Intrinsic value

    2013-03-23 11:38:55

  • 一双跑鞋一本书

    On candid-reporting- to-shareholders philosophy Our guideline is to tell you the business facts that we would want to know if our positions were reversed.

    2013-03-23 11:27:53

  • 一双跑鞋一本书

    Why we want a fair-level stock price rather than a high-level one: It affords Berkshire the best prospect of attracting long-term investors who seek to profit from the progress of the company rather than from the investment mistakes of their partners.(Greater Fool)

    2013-03-23 11:24:08

  • 一双跑鞋一本书

    On "make the numbers" by fraudulent accounting More money has been stolen with the point of a pen than at the point of a gun. Accounting methodology that is vague or unclear, too often means management wishes to hide something.

    2013-03-23 11:20:25

  • 一双跑鞋一本书

    Problems on appraisal of CEO performance: It is far easier for an inadequate CEO to keep his job than it is for an inadequate subordinate.(Lack of accountability from the Board, lack of objective measurements of performance)

    2013-03-23 11:17:48

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The Essays of Warren Buffett

>The Essays of Warren Buffett