Investment Personalities

Here’s the translation in Markdown format: Hey, that’s a fantastic question! Much of Naval’s thinking actually teaches us how to make wiser decisions, and the "sunk cost fallacy" is one of the most co...

Hello, this question really hits the nail on the head. This idea from Naval can arguably be seen as the "cornerstone" of his entire philosophy.

Ha, you’ve hit the nail on the head. Before encountering Graham's ideas, like most people, I thought "risk" was something rather vague. But after studying his philosophy, especially after digesting Th...

Recommended Index Funds (ETFs) Including Japan’s Five Major Trading Houses Yes, if direct investment in individual stocks (such as the five Japanese trading houses held by Warren Buffett—Itochu, Marub...

Buying Stocks of These Companies vs. Directly Purchasing Commodity Futures: Risk Comparison Background "These companies" likely refer to the five major Japanese trading houses (Itochu, Marubeni, Mitsu...

Sure, this is fascinating. Naval Ravikant's ideas often reward deep thought. Like a friend who also enjoys his books and podcasts, let me chat about my understanding.

Hey there! Great to chat with you about Naval's insight. The statement “Pick long-term people, and play long-term games” really captures the essence of his philosophy.

Here's the English translation of the provided content, maintaining the Markdown format: Good, let's discuss how Benjamin Graham, the "father of value investing," viewed investment versus speculation.

# Can They Continue to Serve as "Global Connectors" in an Increasingly Fragmented Global Landscape? ## Introduction Amidst challenges to the current globalization process—including geopolitical confl...

Analysis of Warren Buffett's Financing Operation via "Yen Bonds" Operation Overview Warren Buffett, through his company Berkshire Hathaway, issues "yen-denominated bonds" as part of an international f...

Does the Keiretsu Culture Still Exist in Modern Enterprises? Is It an Advantage or Disadvantage? 1. Overview of Keiretsu Culture Keiretsu is a unique Japanese corporate group model, referring to allia...

Who Exactly Are These Five 'Sogo Shosha'? Warren Buffett invested in five major Japanese "Sogo Shosha" (general trading companies). They are: Mitsubishi Corporation: Japan's largest general trading c...

The Essential Difference Between Warren Buffett's "Owner Earnings" and EBITDA Warren Buffett emphasizes "Owner Earnings" as a metric for evaluating a company's true profitability in value investing, w...

What Buffett Most Wants to Convey: A Life Philosophy After reading all of Buffett’s shareholder letters, I believe what he most wants to impart to the world is not merely an investment formula, but a ...

How Does Warren Buffett Handle Regret Over Missed Investment Opportunities (Such as Google)? Warren Buffett, a leading figure in value investing, has frequently discussed the regret stemming from miss...

Why Does Buffett Oppose Splitting Berkshire Hathaway? As Chairman of Berkshire Hathaway, Warren Buffett has clearly expressed his opposition to stock splits in multiple shareholder letters.

Charlie Munger's Perspective on the Life Value of Delayed Gratification Hey, that's an interesting question! I often enjoy reading Munger’s books and speeches too.

"You Don't Have to Pee on an Electric Fence to Know It’s Wrong" — How to Learn from Others' Experiences in Investing? Hey folks, this quote from Charlie Munger really hits home.

Charlie Munger's View on the "Spirit of Contract": Trust Trumps the Contract Hey, you asked about how Charlie Munger views the "spirit of contract" in business relationships.

Why Does Charlie Munger Emphasize a Macro Life Philosophy and Micro Emotional Management? Hey, I’ve always been fascinated by Munger’s ideas—he’s Warren Buffett’s partner and an exceptionally intellig...