热爱是保持年轻的秘诀 --- 梅耶.马斯克(马斯克母亲）
一个成功的投资者，85%归功于正确的资产配置，10%来自于选择投资目标的功力，5%必须靠上帝的保佑。--威廉·夏普上路看世界，归家读闲书，陋室观天下，余暇思古今，静坐听音乐，提笔写文章。-- 南半球
有钱不花是穷人。-- 蔡澜
听书是一个很好的“读书”方法。可以利用碎片化的时间。
很多时候，手脚被其它事情占着，并且不需要用脑筋，或者在吃饭，旅行。这时候就是听书的好时机。
最近几个月听的书有：
1. 《Principle》
by Ray Dalio (founder of the lengendary hedge fund company BridgeWater)
2. 《Antifragile: Things That Gain from Disorder》
by Nassim Talleb (the inventor of the Blackswan Theory)
3. 《Good Profit》
by Charles Koch (CEO of Koch Industries)
简单讲一下留在脑子里的印象（每一本书说什么）（网上都有）
1. Principle:
Synopsys: Create a set of principles from the successes/failures you made in the past, and use them as guidance for your future decision making.
For Life:
Radical openmindedness; Use technical problem-solving methodology to get what you want out of life.
For Work:
Radical truth; Idea meritocracy; Radical transparency; Thoughful disagreements; Believeability-weighted decision making; Meaningful work and meaningful relationship.``
2. Antifrigile:
Synopsys: there are things in life that will benefit from disorder --- antifragile.
Convert things that are fragile to antifragile so it will thrive in adversity.
Make things as antifragile as possible;
Things can be antifragile, up to a point.
Small stressor is benefitial;
The barbell and the bimodal strategy.
Fasting is a small stressor to our body (which is antifragile to a point) and it is good for our body.
Plant food is regular, meat is irregular. So, eat mostly plant-based most of the time then feast on meat intermittently.
Ethics of fragility and antifragility (what people say may not be what he does):
Two rules for skin in the game:
a. Never get on a plane if the pilot is not on board
b. Make sure there is also a copilot
Watch what people do, not what they say
Non-linearity of fragile/antifragile
“For the fragile, the cumulative effect of small shocks is smaller than the single effect of an equivalent single large shock.”
“For the antifragile, shocks bring more benefits (or less harm) as their intensity increases, up to a point.” Ex: lifting a 100lb weight once is more beneficial than lifting a 1lb weight 100 times.
Books are antifragile (if existing for 100 years, likely will be for another 100)
Human life is fragile (if adding 10 years, remaining will be shorter, not longer)
3. Good Profit: How Creating Value for Others Built One of the World's Most Successful Companies
Synopsys: Market-based management (MBM) to good profits
Customers vote with their dollars; Providing value for customer/supplier/community is the only way for good profits.
Koch's Market-Based Management (MBM) framework has five dimensions:
1. Vision – strive for good profits which benefit customers and society as a whole.
2. Virtues – hire based on values first and talent second, not the other way around.
3. Knowledge – create a culture where the best ideas win regardless of who puts them forward.
4. Rights – let employees take complete ownership of their work roles and responsibilityfor outcomes.
5. Incentives – make it possible for anyone in the company to earn more than their boss if he or she creates more value for the customer. The underlying goal of MBM is to enable a business to create more value and drive creative destruction faster and better than existing or potential competitors. It works.
