https://blog.wenxuecity.com/myblog/68491/201811/25212.html

阿里今天突破200，比我去年发帖正式开始投资时的股价上涨了45%，比之后的最低价格上涨了50%。

利用市场先生的股价波动，我希望自己的建仓成本是市场价格的 0 - 50%。我想未来的2-3年市场应该会给一些机会。

对于重仓股，我一贯的想法是通过低买高卖的方式实现持有成本低于市场价50%，这样的安全边际程度比较舒服。没有想到的是市场在第一天就给我一个机会，当然我没有完全把握住。

阿里现在是属于巨无霸的体量，虽然庞大，但是也是完全按照市场的自然规律在波动。

2011年，老巴印度之行的谈话

“If you look at the typical stock on the New York Stock Exchange, its high will be, perhaps, for the last 12 months will be 150 percent of its low so they’re bobbing all over the place. All you have to do is sit there and wait until something is really attractive that you understand.”

“There’s almost nothing where the game is stacked more in your favor like the stock market”

“What happens is people start listening to everybody talk on television or whatever it may be or read the paper, and they take what is a fundamental advantage and turn it into a disadvantage. There’s no easier game than stocks. You have to be sure you don’t play it too often”

因为机会每年都有，我希望明年自己能把握的更好一点。