放慢节奏,准备食物,练好内功。最近和一位国内大型基金的老总谈到目前的金融危机,他现在的一个重要工作就是帮助他们投资的企业做过冬的准备。做投资的人有两个敌人,一是贪婪,二是恐惧。贪婪让我们在牛市的时候过分自信,不知道见好就收;恐惧让我们在熊市的时候惊慌失措。其实做企业也一样,二十多年的高速发展让中国的企业家都自以为 Slow down, prepare food, practice internal strength well. Recently, when talking to the CEO of a major domestic fund about the current financial crisis, one of his important tasks now is to help the enterprises that they invest in to prepare for the winter. Investors have two enemies, one is greed, the other is fear. Greed let us overconfidence in the bull market, do not know good to close; fear let us panic when the bear market. In fact, the same is true of business, more than 20 years of rapid development of China’s entrepreneurs are self-righteous