Investment Strategy

How Does Charlie Munger Set His Selling Criteria? At the core of Charlie Munger's investment philosophy are "less is more" and "sit-on-your-ass investing.

Charlie Munger's Core Methodology for Assessing the "Price vs. Value" Gap Charlie Munger's approach to assessing the gap between price and value does not rely on a single mathematical formula or finan...

Okay, regarding the difference between periodic investment and lump-sum investment in a NISA account, I'll break it down for you in simple terms.

好的，没问题！咱们用大白话聊聊这个叫“收益聚合器”的东西。 What is a Yield Aggregator? A Plain Language Explanation for Everyone. Hey there, friend! I see you're interested in yield aggregators, and honestly, when this stuff fir...

Absolutely, there are significant risks—and they shouldn't be underestimated. Naval's philosophy is incredibly appealing, especially for ordinary people like us seeking opportunities outside tradition...

Okay, let's talk about this topic. If you've listened to Naval Ravikant's podcasts or read his quotes, you'll find he's someone who enjoys cutting through complexity and getting straight to the essenc...

Okay, let's talk about this topic. Many people believe wealth is built on "smarts," "luck," or "making bold decisions." While these factors play a role, over the long term, you'll find that those who ...

Okay, here is the translation of the answer content into English, preserving the original structure and Markdown format: Okay, that's an excellent question, and it's one many newcomers to investing gr...

Here is the translated content in English, maintaining the original markdown format: Ha, this question hits the nail on the head! Graham's The Intelligent Investor is practically the Bible for avoidin...

Hey, that's a great question and truly fascinating. It's like asking, "If Li Bai were alive today, would he write poems with a keyboard or use voice input?" We can only make a reasonable deduction bas...

Friend, you've hit the nail on the head with this question – it's a topic many value investors constantly ponder and debate. My view is this: The "soul" of Benjamin Graham's investment philosophy is t...

Great question! This is a classic dilemma that almost everyone encounters when learning about value investing. Having played the investment game for many years, I've pondered this deeply myself.

Bro, you've hit the nail on the head. This is practically one of the ultimate questions every investor encounters. The market's "overreaction," to put it simply, is the concentrated manifestation of c...

Okay, friend, let's talk about this down-to-earth topic – how to manage yourself when investing and not get swept up in the crowd frenzy. This is easier said than done.

Okay, the question gets to the heart of value investing. Benjamin Graham objected to investing based on market predictions—this is almost the cornerstone of his entire investment philosophy.

Alright, let's talk about this topic. In Graham's world of investing, convertible bonds are like a Swiss Army knife in his toolkit—extremely ingenious.

Hah, talking about Benjamin Graham—that’s such a classic topic! He was Warren Buffett’s mentor and the founding father of value investing. His core philosophy is remarkably simple, just like how ordin...

Answer: Okay, regarding Graham's cautious stance on "growth stocks," I'll share my understanding to help clarify things. Why Was Graham So Wary of "Growth Stocks"? Think of going to a fruit market to...

How Benjamin Graham Viewed Dividends: A Golden Hen Laying Eggs For Graham, discussing the value of stocks without accounting for dividends was like raising a chicken solely for how much it could be so...

Alright, let's dive into this super important topic. Don't overcomplicate it – think of it like crafting a "nutritional meal plan" for your investment portfolio based on your unique "body type" and "t...