
比特傻|Jun 29, 2025 15:53
Today's Hong Kong is drizzling, and Da Yu Ge @ BTCdayu sacrificed the time to accompany his family to watch concerts and chat with Sha Ge.
We felt very familiar when we met and talked about too many things, except for one important point: Buffett's flaws.
The classic value investment theory describes market sentiment as irrational, vague, and negative.
Da Yu Ge believes that relying solely on value investing is already a big deal. We must study market sentiment and do things that value investors dare not do.
Daewoo wants to create a genre that gambles on emotional fluctuations and earns money from market sentiment fluctuations.
Silly brother deeply agrees and is willing to be the first follower of this genre.
Sha Ge believes that with the improvement of productivity, all products that meet people's physical needs will become cheap, and only products that meet spiritual needs will have a premium.
Buffett has been playing with cash flow all his life, and his theory was formed in the 1950s when productivity was underdeveloped.
The lack of understanding of market sentiment is a flaw in Buffett's classic value investing.
There are so many investment theories in the market, Soros, Simmons, and Dalio are all impressive.
Shage believes that Buffett's true intelligence lies in imbuing value investing with morality and legitimacy.
It is difficult for a highly junior newcomer to achieve the fanatical religious followers of value investing.
Finally, Sha Ge and Da Yu Ge found a common hobby of making movies.
Sha Ge wants to make an adult movie that deeply depicts the psychology of women, but Da Yu Ge's thigh beats and his eyes light up, saying this is great!
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