Yin|5月 06, 2026 08:57
Buffett and Duan Yongping's ideas can be referenced and learned, but their investments are average, only for me. For example, they all missed this round of AI explosion. It's not that they can't do it, I don't like their style. They are already wealthy and don't need to earn so much. We want to make more profit, buying those traditional enterprises is boring. I like Danbin, the full warehouse Soha AI industry. A few years ago, I bet on my largest position in Nvidia, but now I have switched to my largest position in Google. Not only did I bet on the right position, but I also bet on it twice and it's still full. You learn from Buffett to keep a pile of cash to buy the bottom, and buy a lonely copy.
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