2020年2月8日 星期六

《原則 (Principles)》Ray Dalio

「ray dalio principles」的圖片搜尋結果

橋水基金創辦人達里奧寫的書,Principles was listed among the 13 Best Business Books of 2017,坊間都趨之若騖,我都買了來看,最後我發現這本書是我今年看過最垃圾的書,只是一本講經的書籍,完全老生常談,睇到想嘔的人生大道理。

書中有些道理我覺得都還可以,例如:

  1. how difficult it is to time markets.
  2. forecasts aren’t worth very much, and most people who make them don’t make money in the markets.
  3. only take bets you are highly confident in and to diversify them,佢認為買幾隻不同行業的股票不算分散投資,只有不同商品或者不同生意(good uncorrelated bets)先可以做到分散的效果。
  4. flighty people react emotionally to how things feel, jumping into things when they’re hot and abandoning them when they’re not.
後來佢訪問完馬斯克等企業家之後又歸納出成功人士的特徵,如下:
  1. independent thinkers who do not let anything or anyone stand in the way of achieving their audacious goals
  2. “Unattainable goals appeal to heroes,” he once told me. “Capable people are those who sit there worrying about the future. The unwise are those who worry about nothing.
佢覺得美好人生係Dreams + Reality + Determination,後來開始老生常談,好多時候呢類型書最大問題係結果論,無是但一樣特徵都未必會失敗,擁有這些特徵亦未必會成功,所以睇呢類書好多時候都係浪費時間,最後都係要睇context,但係書中列出的例子好多時候又含糊其辭,可能商業機密作者唔想透露太多吧,我覺得睇完都好似冇咩得著,決定放棄。