July 11, 2018

1.

The markets meant for trade, investments meant to hold after orders, to survive. It is not the markets and investments, it is the markets versus investments.  On advice from Warren Buffett say, ‘do not be so sensitive on every single information.’  Not witching here and there; stay as it is.  Fruits of investments come from holding after purchasing, not opinions from the markets.

2.

Good firms are not based on circumstances of markets, its either irrelevant or the opposite.  Price and value are in an inverse-proportion relationship.  The markets chase for dancing price, investments pursuit of long-term success of firms.  We can say: if the markets are noise, investments are songs, if markets are wind, investments are forests.

3.

Investment is an art of time, not science in numbers.  Stones to be sculpted, canvas to be drawn, time to be waited. Passions for arts, endurances for investments; it’s a beautiful art of time.