5月31日财富箴言
《财富》(中文版)
2011年05月31日
你必须寻找同时具备两个条件的公司:(1)股价便宜,但(2)致力于价值创造。
You have to look for companies that (a) are selling cheap but (b) are committed to value creation, to building book value per share, and to getting a good return on equity.
——戴维·希罗(David Herro,美国Oakmark International基金创始人)