cover of episode Essays From Yesterday, Vol. 7

Essays From Yesterday, Vol. 7

2025/4/2
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Rule Breaker Investing

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David Gardner: 我认为投资的秘密武器是历史,因为大多数人缺乏对历史的长期观察,而只关注短期的市场波动。通过回顾过去的投资经验教训,可以使我们现在变得更聪明、更快乐、更富有。本期播客将专注于从过去的投资经验中学习,以变得更聪明。虽然与Vanguard创始人Jack Bogle在个人投资者是否应该购买个股的观点上存在分歧,但我认为个人投资者应该购买个股,因为这有助于避免糟糕的财务建议和不透明的投资计划。重新选择(re-recs)已经持有的股票是一种有效的投资策略,因为对公司的了解会随着时间的推移而加深,从而提高投资决策的准确性。重新选择(re-recs)已经持有的股票是一种有效的投资策略,可以带来优异的投资回报。风险评级系统是一种有用的工具,可以帮助投资者评估投资的风险,但它并不能预测哪些股票会跑赢哪些股票。记录投资决策,即使是失败的案例,也能帮助我们学习和成长,并避免重蹈覆辙。 Tom Gardner: Tom在2003年提出重新选择(re-recs)已经持有的股票的策略,该策略在随后的几年中取得了显著的成功,证明了该策略的有效性。

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It's time once again to dust off David's old writings and pull some lessons forward into the light of today. We discuss re-recs and buying stocks that you already own, annual predictions, risk ratings, and keeping a record of your investment decisions. We look back to be smarter about looking forward!

  • (5:52) Introduction to May 2003 Issue
  • (16:00) New Year's Resolution
  • (24:47) Risk Ratings For New Members
  • (32:35) What is in Front of One's Nose

Companies Discussed: AMZN, BIDU, FSLR, GILD, NVDA

Host: David Gardner Producer: Rick Engdahl