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為什麼大多數投資者會錯過大贏家:
他們缺乏第二層思考。
第一層思考
「這家公司有個很酷的產品。人工智慧很流行。股價會上漲。」
大家都知道這點。已經反映在股價裡了。沒有明顯的上行空間。
第二層思考
「大家都看到這個酷產品,知道人工智慧很流行,但他們還錯過了什麼?市場是否在短期噪音中拋售,卻忽略了長期的必要性?」
目標是找到群眾誤解的地方。要逆向思考。