dodgers
有没有2016年支持川而现在坚决反川？
26012
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2024-11-02 22:59:41
从16年开始就没投他。
因为以前读过巴菲特说的投资方式。
Here's the classic Buffett quote: “Somebody once said that in looking for people to hire, you look for three qualities: integrity, intelligence, and energy. And if you don't have the first, the other two will kill you.”
Trump从一开始就没有integrity, 还好他人很笨。如果他有希特勒80%的intelligence, 2020年疫情是他天大的礼物，危机时候只要稍微显示有leadership，有共情，他就能连任，结果他把事情搞的一团糟，下了台。他和下属的关系也一团糟，经常把下手扔到bus下。这么一个人，还天天大嘴巴。这种人怎么能选？
从来不会支持此类物种。2016年的时候就已经够扯了吧。想不到2024了，还会有支持者。这大概是死忠粉的真正含义吧，死了也是要要忠心的。凡是忠心的，就是没有自己的原则的。
其实他们是很笨，真的很笨，很笨，但很多非常energetic。这是很坏的组合。
我前面说巴菲特选人的名言，这次说一个德国将军对人的评论：
Kurt von Hammerstein-Equord 1878–1943
German general
I divide my officers into four classes as follows: the clever, the industrious, the lazy, and the stupid. Each officer always possesses two of these qualities. Those who are clever and industrious I appoint to the General Staff. Use can under certain circumstances be made of those who are stupid and lazy. The man who is clever and lazy qualifies for the highest leadership posts. He has the requisite and the mental clarity for difficult decisions. But whoever is stupid and industrious must be got rid of, for he is too dangerous.
But whoever is stupid and industrious must be got rid of, for he is too dangerous.
老实说，很多支持他的人真的是很好的人，这是特别让我frustrated的一点
所以大多数人即使再好，股市也不赚钱。因为他们缺乏judgement.
巴菲特说过，Somebody once said that in looking for people to hire, you look for three qualities: integrity, intelligence, and energy. And if you don't have the first, the other two will kill you. You think about it; it's true. If you hire somebody without [integrity], you really want them to be dumb and lazy.
到底了
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