An hour of continuous gold sentences
After the dialogue with Su Shimin in April this year, Zhang Lei, the founder of Gao Leng Capital, went out again with his many years A close friend, Qiu Guolu, the founder of Gao Yi Assets, also came to a conversation.
Compared with the grand topics such as “China Opportunities” and “Time Friends” mentioned in the previous dialogue, Zhang Lei in this dialogue talked more about specific and subtle issues. For example: What is the interactive relationship between investors and entrepreneurs, how to develop an excellent investor, how to practice value investment in China, and how has he operated as the chief engineer of Gao Lu in the past fifteen years Institutions.
These topics originally originated from the motif of “On the self-cultivation of an investor”. Zhang Lei even happily shared his daily life outside of investors: surfing twice a week, and four Latin dances with his wife and daughter. Recently, his youngest son surpassed his skills in squash table tennis The situation made him quite “nervous”.
Although this conversation was conducted online, for more than an hour before and after, Zhang Lei and Qiu Guolu continued to whisper eloquently throughout the whole sentence, and the golden sentences continued, with one or two excerpts:
“What is the most important accomplishment of investors? The first and most important thing is intellectual honesty. Can you honestly face yourself and measure yourself honestly and sincerely. When you are always afraid of missing this bus, When you are always afraid of missing this person, you actually made a discount with honesty;
“An easy mistake for investors is overconfidence and overestimation of their cleverness. The second is that sometimes he underestimates the market’s “stupidness””;
“Investors compare quality and mentality, and entrepreneurs finally compete the quality and pattern view…
What else did they talk about? Please see the dialogue record.
It is worth mentioning that this is the opening dialogue of this online open class of High Value Investment Research Institute. And Gao Li is a young leader training platform led by Gao Lu and Gao Yi. Zhang Lei served as the chairman of the board of directors, and Qiu Guolu was the president of the institute.
The following conversation is slightly excerpted:
Talking about Gao Lian’s investment philosophy
I am most proud of our high-class students. Their growth includes independent judgment and self-driving. Among them, my favorite is teamwork. Gao Leng’s team, everyone is very teamwork driven, team culture driven;
The deal can be robbed very quickly. It’s also very good during a period of rapid growth; but I think if you can create more value, the road can go further and wider, what you can do More.
Zhang Lei: During the epidemic, I calmly read a lot of books. Why is this state, the state of my time schedule is much better than the original, I think the core is to create a very efficient organization, strong, very efficient values and culture. Today you look at the students of Gao Leng, what I am most proud of is not our asset scale, nor our performance, nor how many of our companies are listed, and how many asset classes, are not. I am most proud of our high-class students. Their growth includes independent judgment and self-driving. Among them, my favorite is teamwork. Gao Leng’s team, everyone is very teamwork driven, team culture driven. Many organizations even step on each other’s feet and rob each other of the deal. In Gaoyuan, it is completely driven by teamwork.
These are good for long-term performance. I think, First, long-term peace of mind in investment can be obtained. Second, this culture makes everyone very comfortable. Back to our original intention, find a group of reliable people to do interesting things. This not only makes money, but also makes money