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在投资世界里,人们很容易误以为复杂就是深奥,且又把深奥和高品质划上等号。殊不知,绝大多数成功的投资都根植于简单、有力,且符合逻辑的真理。美国纽约第三大道资产管理公司前董事长马丁·惠特曼曾说过“根据我多年从事理财的专业及投资经验,最多只有3~4个变数具有意义,其他的都只是杂音。”既然投资不如想像中那么复杂,那么,成功的投资人是怎么思考的?
In the investment world, people easily mistaken for complexity is esoteric, and equate esoteric and high quality. As everyone knows, the vast majority of successful investments are rooted in simple, powerful, and logical truths. Martin Whitman, former chairman of Third Avenue Asset Management in New York, once said: “According to my professional and investment experience in financial management for many years, a maximum of three or four variables make sense. All others are only murmurs.” " Since the investment is not as complex as imagined, then how do successful investors think?