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S.O.H
高級版主 | 2024-7-29 13:34:15

本篇最後由 S.O.H 於 2024-9-11 06:15 編輯

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紀律篇:
https://www.jkforum.net/thread-18400343-1-1.html
資本篇:
https://www.jkforum.net/thread-18439532-1-1.html
人性篇:
https://www.jkforum.net/thread-18507248-1-1.html


事態發展是由一系列隨機事件組成的連鎖,擁有不同的發生機率,所有可能性都將匯聚,形成不可逆的結果
常人眼中的機率,對特定人士而言,卻是必然的勝率
以思考維度(0~5維:焦點、線性、全面、空間、分時、機率)論,低階認知無法跨級抗衡
對勝率的理解愈深刻,將擁有更多優勢佔據資源;所謂的不可逆,其實可逆

投資是廣義的機率遊戲,沒有人能做出百分百正確的預測;追求確定性,正是應對風險的最大障礙
重要的是決策品質,而非特定事件的結果
有別於科學,人文領域裡再周延的策略仍可能誤判,縱有不變的原則,已非常人能鑑識
更遑論目光如豆的凡夫俗子,尤以隨波逐流的散戶為甚,膚淺的見解令人不敢恭維

優秀的投資人永遠都從「機率」的角度思考問題,然而,「倖存者偏差」總讓人高估成功的勝算
自以為的優秀,有幾分的過度樂觀?是否將他人非理性的作為解釋為愚蠢
可曾有那麼一刻,反思自己的認知不足,為期望的成果做些突破性的嘗試
一次性、重複性的操作屬於機率範疇,成事在天;若想獲勝,就該不斷優化與再執行,操之在己
不論求學、職涯、投資、人生皆然,莫做庸碌的倉鼠

The development of events is a chain composed of a series of random issues, with different probabilities of occurrence. All possibilities will converge to form an irreversible result.
The probability in the eyes of ordinary people is an inevitable winning rate for certain people.
In terms of thinking dimensions (0~5 dimensions: focus, linearity, comprehensiveness, space, time, probability), low-level cognition cannot compete across levels.
The deeper you understand the winning rate, the more advantages you will have to occupy resources; what is called irreversible is actually reversible.

Investment is a game of probability in a broad sense, and no one can make a 100% correct prediction; the pursuit of certainty is the biggest obstacle to dealing with risks.
It’s the quality of the decision that matters, not the outcome of a particular event.
Different from science, no matter how elaborate the strategy is in the humanities field, misjudgments may still be possible. Even if there are unchanging principles, it is difficult for people to discern.
Not to mention ordinary people with bean-like eye sight, especially retail investors who follow the crowd, their superficial opinions are flattering.

Excellent investors always think about problems from the perspective of "probability". However, "survivor bias" always makes people overestimate the chance of success.
How much over-optimism is there in thinking that one is excellent? Whether to interpret other people's irrational behavior as stupidity?
Have you ever had a moment to reflect on your own lack of knowledge and make breakthrough attempts to achieve the desired results?
One-time and repetitive operations belong to the category of probability, and success depends on God; if you want to win, you should continue to optimize and re-execute, and it is up to you.
It’s appropriate for education, career, investment, or life, don’t be a mediocre hamster.

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