}

查理.芒格的4 个检查清单

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
打印 被阅读次数

These are his indispensible tools for __decision making and problem solving_

The Two-track Analysis (Pages 63,64)

  • What are the factors that really govern the interests involved, reationally considered? (e.g., macro and micro-level economic factors).
  • What are the subconscious influences, where the brain at a subconscious level is automatically forming conclusions? (influences from instincts, emotions, cravings, and so on).

Investing and Decision Making (Pages 64-76)

Charlie's informal., but extensive, list of factors worthy of consideration:

http://blog.wenxuecity.com/myblog/60957/201807/4724.html

Ultra-simple, General Problem-Solving Notions (Pages 279-281)

  • Decide the big "no-brainer" questions first.
  • Apply numerical fluency (use numerical analysis to support your points).
  • Invert (think the problem through in reverse).
  • Apply elementary multidisciplinary wisdom, never relying entirely on others.
  • Watch for combinations of factors --- the Lollapalooza effect.

Psychology-Based Tendencies (Pages 440-498)

  • The 25 Standard Causes of Human Misjudgement (中英文对照):
    • 一、奖励和惩罚 超级反应倾向
      二、喜欢/热爱倾向
      三、讨厌/憎恨倾向
      四、避免怀疑倾向
      五、避免不一致性倾向
      六、好奇心倾向
      七、康德式公平倾向
      八、艳羡/妒忌倾向
      九、回馈倾向
      十、受简单联想影响的倾向
      十一、简单的、避免痛苦的心理否认
      十二、自视过高的倾向
      十三、过度乐观倾向
      十四、被剥夺超级反应倾向
      十五、社会认同倾向
      十六、对比错误反应倾向
      十七、压力影响倾向
      十八、错误衡量易得性倾向
      十九、不用就忘倾向
      二十、化学物质错误影响倾向
      二十一、衰老—错误影响倾向
      二十二、权威—错误影响倾向
      二十三、废话倾向
      二十四、重视理由倾向
      二十五、lollapalooza 倾向——数种心理倾
      向共同作用造成极端后果的倾向
    • (以下的1-25 顺序应该反过来。这烂编辑软件!)
    1. Lollapalooza Tendency --- The Tendency to Get Extreme Consequences from Confluences of Psychological Tendencies Acting in Favor of a Particular Outcome
    2. Reason-Respecting Tendency
    3. Twaddle Tendency
    4. Authority-Misinfluence Tendency
    5. Senescene-Misinfluence Tendency
    6. Drug-Misinfluence Tendency
    7. Use-It-or-Lose-It Tendency
    8. Availability-Misweighing Tendency
    9. Stress-Influence Tendency
    10. Contrast-Misreaction Tendency
    11. Social-Proof Tendency
    12. Deprival-Superreaction Tendency
    13. Overoptimism Tendency
    14. Execessive Self-Regard Tendency
    15. Simple, Pain-Avoiding Psychological Denial
    16. Influence-from-Mere-Association Tendency
    17. Reciprocation Tendency
    18. Envy/Jeasousy Tendency
    19. Kantian Fairness Tendency
    20. Curiosity Tendency
    21. Inconsistency-Avoidance Tendency
    22. Doubt-Avoidance Tendency
    23. Disliking/Hating Tendency
    24. Liking/Loving Tendency
    25. Reward and Punishment Superresponse Tendency

 

 

Note:

From the book , Expanded 3rd Edition

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