此帖子最初是在我的Substack上發布的。 訂閱 支持我!
品質高於估值。
以公平價格買入偉大企業,而不是以優惠價格買入優秀企業。
The tenet of proper investing has always been clear and straightforward.
It was also drilled strongly into me after I bought a local Malaysian steel mill 9 years ago, and closed the position just last month at a loss.
Ever since then, I believe I am on the right path, with successf...