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前面专文提到过投资快慢悖论。而机会好坏悖论,大师的话,可能更通俗易懂: 给你带来麻烦的不是坏主意,而是好主意。你也许会说:“那不可能。那是相互矛盾的。”他(格雷厄姆)想说的是,如果一件事情是个坏主意,你不会做过头。但如果一件事情是个好主意,蕴含着重要的真理,那你就没办法忽略了。然后你就很容易做过头。所以呢,如果你把它们做过头了,那些好主意是让你遭受可怕后果的好方法。 ——查理·芒格

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大师的话也依然存在悖论:一方面强调好机会要等,来了需下重注牢牢把握且不分散投资;一方面说不可过度自信,注意风险。
重大的失败全在这,往往是看似绝佳的机会,爆仓的最多。归根还是风控不足!
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