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Showing posts with the label consideration

Just my thoughts #0715

Maintaining even a small annual profit is advantageous in investing. Survival remains the most critical factor in business. People have sought the secret to Warren Buffett’s success, which is the power of compounding, but they overlook the real key: he has invested consistently for 75 years without pause. You can indeed succeed in your business endeavors through sheer survival; conversely, you cannot survive solely because of your success. Survival is only achievable if you have the strength to keep going, even with minimal returns. To do this, you must do what you love. Invest in stocks you like, and continue investing even if it is volatile. Next, you need to secure a “margin of safety.” Even a small margin ratio is crucial because a business can’t survive without margins. Frugal spending, flexible thinking, loose schedules—anything that helps during tough times—can all contribute to building a margin of safety. - Joseph’s “just my thoughts”

Just my thoughts #0587

Capitalistic thinking is not about domination by capital; it refers to financial thinking. The economy revolves around exchange. The performance of the counterparty corresponding to what I want to exchange is called ‘ consideration ,’ and a ‘ transaction ’ is the accumulation of added value by exchanging equal considerations. However, among transactions, this consideration is not relative but absolute; trading solely in one fiat currency as consideration is termed ‘ finance .’ When I obtain a loan, the bank lends me fiat currency (the bank’s consideration), but my obligation is to return the fiat principal plus the contracted interest . The consideration in this transaction is unidirectional, involving only one fiat currency. In contrast, when I buy shoes, the seller has an obligation to hand over the shoes to me, and I have a counterpart obligation to pay in fiat currency. Once these two considerations are exchanged, an industrial transaction occurs. However, as noted earlier, in f...

Just my thoughts #0130

In his book, “Thinking, Fast and Slow,” the Nobel Prize winner in economics, Daniel Kahneman, said that humans have two systems of thinking. These two thinking systems were called “system 1” and “system 2”. “System 1” is an intuitive and emotional thinking system that operates unconsciously and immediately. “System 2” is rational and is determined by careful consideration. “System 1” is advantageous for survival in a crisis and works immediately, so operating costs are less than “System 2”. When humans make decisions, they decide 95% with “System 1” and 5% with “System 2”. Humans decide by emotion, but by reason, they must revenge those foolish emotions. - Joseph’s “just my thoughts”