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發表於 2013-6-14 23:45:49
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agree with most points, but i dont like number 3
i understand that Keynes has mentioned "the markets can stay irrational longer than you can stay sober" but in true value investing is that if you have confidence that you have bought 1 dollar for 50 cents, when it goes down and Mr.Market offers it to you for 30cents, you should buy more and not quit on it... of course im talking about a company that you have high certainty in the valuation process |
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