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平理解好生意和护城河的重要指标。它不是随意卖高价的能力，而是因为产品差异化、用户信任和长期价值，让企业在合理范围内拥有不被价格战牵着走的能力。",22.5,{"title":150,"slug":151,"description":152,"category":132,"order":153,"type":10,"volume":10,"volumeOrder":10,"chapterOrder":10},"用户体验","yonghutiyan","段永平对用户体验的关注可以追溯到他做小霸王和步步高时期，那时他用\"消费者导向\"来表达类似的理念。2003年北大演讲中他说：\"对于企业来说，最重要的是产品，而产品又必须以消费者为导向，所以最终你要找准消...",23,{"title":155,"slug":156,"description":157,"category":132,"order":158,"type":10,"volume":10,"volumeOrder":10,"chapterOrder":10},"渠道","qudao","段永平对渠道的理解来源于他在步步高建立全国销售网络的实战经验。1999年在人民大学问答中，被问及步步高在管理上有什么特点时，他提到了\"地区唯一代理制\"的渠道管理模式。这是他最早公开谈论渠道策略的记录。",24,{"title":160,"slug":161,"description":162,"category":132,"order":163,"type":10,"volume":10,"volumeOrder":10,"chapterOrder":10},"平台","pingtai","段永平使用\"平台\"概念主要集中在分析苹果公司的商业模式时。最早出现在2011年他写的\"买入苹果思考\"中：",25,{"title":165,"slug":166,"description":167,"category":132,"order":168,"type":10,"volume":10,"volumeOrder":10,"chapterOrder":10},"生态系统","shengtaixitong","段永平使用\"生态系统\"这一概念主要是在分析苹果公司时。最早出现在2012年前后的投资问答中。当一位网友详细描述了苹果设备之间的联动体验（iPhone、iPad、Mac的无缝协作、App 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与能力圈边界。",5290,{"title":787,"slug":788,"description":789,"category":662,"order":790,"type":791,"volume":10,"volumeOrder":10,"chapterOrder":10},"段永平高度评价过的公司","topic-highly-rated-companies","按段永平视角整理他高度评价过的公司，并区分高度评价、正面关注、曾评价后修正和仍需观察。",5300,"topic",{"title":793,"slug":794,"description":795,"category":662,"order":796,"type":791,"volume":10,"volumeOrder":10,"chapterOrder":10},"段永平高度评价过的人","topic-highly-rated-people","按段永平视角整理他高度评价过的人：投资大师、企业家、创始人和关键经营者。",5310,{"title":798,"slug":799,"description":800,"category":662,"order":801,"type":791,"volume":10,"volumeOrder":10,"chapterOrder":10},"段永平正在重估的公司","topic-revaluated-companies","整理段永平从看不懂、保留或低估，逐步重新评估的公司案例：泡泡玛特、英伟达、阿里、新东方等。",5320,{"id":803,"title":628,"body":804,"category":421,"chapterOrder":9,"date":10,"description":630,"extension":2133,"meta":2134,"navigation":2135,"order":631,"path":2136,"seo":2137,"seoDescription":630,"seoTitle":2138,"slug":629,"source":10,"sourceDate":10,"sourceUrl":10,"stem":2139,"tags":2140,"type":429,"volume":632,"volumeOrder":25,"__hash__":2141,"_collection":2142},"dao\u002Fdao\u002Fqanda\u002Fwenda-life-01.md",{"type":805,"value":806,"toc":2125},"minimark",[807,812,824,835,838,843,846,851,857,860,866,869,874,880,885,899,904,910,915,918,923,932,935,940,943,948,951,956,959,964,969,972,975,978,991,994,1009,1012,1017,1020,1025,1028,1038,1041,1046,1049,1052,1055,1062,1067,1070,1080,1086,1089,1092,1099,1107,1110,1116,1122,1125,1128,1131,1136,1139,1142,1156,1165,1174,1177,1193,1205,1208,1211,1216,1223,1226,1229,1238,1241,1246,1252,1257,1262,1265,1268,1273,1276,1282,1285,1294,1297,1303,1306,1314,1317,1323,1326,1335,1338,1343,1346,1355,1361,1368,1373,1376,1381,1384,1389,1392,1397,1400,1407,1416,1419,1424,1431,1434,1440,1443,1451,1454,1463,1474,1477,1485,1488,1491,1494,1499,1502,1507,1510,1515,1518,1523,1526,1529,1538,1541,1549,1555,1565,1568,1575,1584,1589,1598,1601,1608,1611,1614,1625,1628,1639,1642,1650,1663,1676,1684,1694,1699,1703,1706,1713,1726,1731,1736,1749,1754,1760,1763,1768,1777,1781,1784,1787,1793,1796,1799,1802,1805,1808,1811,1814,1817,1820,1823,1826,1831,1834,1839,1842,1845,1848,1851,1854,1861,1864,1867,1877,1883,1886,1889,1896,1903,1906,1909,1912,1915,1918,1922,1925,1928,1931,1934,1937,1940,1943,1946,1949,1952,1955,1958,1961,1964,1967,1970,1973,1982,1985,1988,1991,1994,1997,2000,2010,2013,2016,2023,2026,2029,2032,2035,2040,2043,2048,2054,2059,2063,2069,2081,2087,2093,2101,2113,2119],[808,809,811],"h2",{"id":810},"第一节-做对的事情","第一节 做对的事情",[813,814,815,819,820,823],"p",{},[816,817,818],"strong",{},"段永平："," 什么是对的事情，这是个很容易困惑人的问题。我的理解是",[816,821,822],{},"对的事情一般来讲是指原则性的东西，而且往往是用什么是不对的事情来表述的。"," 比如，骗人是不对的等等。",[813,825,826,827,830,831,834],{},"所以说，",[816,828,829],{},"做对的事情在实际中往往就变成不对的事情不要做"," 。比如，不做自己不懂的东西等等。（",[816,832,833],{},"2010-03-16"," ）",[813,836,837],{},"网友：你有一句话“做对的事情，把事情做对”，我体会很难。",[813,839,840,842],{},[816,841,818],{}," 做到这句话当然难，不然为什么所谓成功人士总是少数呢？（2010-05-24）",[813,844,845],{},"网友：巴菲特能有今天最重要的是“不做什么”。段总的这个理解，确实是很深刻的！闭上眼睛冥思一下。",[813,847,848,850],{},[816,849,818],{}," 其实每个人都多少知道自己能做什么，但往往不知道自己不该做什么。如果每个人把自己干过的不应该干的事情不干的话，结果的差异会大大超出一般人的想象。可以看看芒格讲的如何赚20000亿美金的例子。（2010-06-07）",[813,852,853,856],{},[816,854,855],{},"段永平：我是不教人做什么的，因为不可能教得会，所以我总是教人不要做什么。"," 所以凡是说照我说的去做的说法大概都是没看明白的吧。我不知道别人是不是可以模仿我的做法，比如我7-8岁就上山砍过柴、养过猪，你怎么模仿？",[813,858,859],{},"更何况我自己都不知道我的“做法”是什么。",[813,861,862,865],{},[816,863,864],{},"我这里讲的最重要的就是什么不能做，至于什么能做是每个人自己的造化，别人帮不了忙的"," 。（2011-06-02）",[813,867,868],{},"网友D：很多年后，才明白了这个道理。才体会到知道“不干啥”的重要意义。",[813,870,871,873],{},[816,872,818],{}," 我想大概所有人都是很多年以后才明白的，能真正明白就是福气或者叫造化。（2011-06-04）",[813,875,876,879],{},[816,877,878],{},"段永平：学巴菲特最重要和人们能够学的东西其实是他不做什么！绝大多数人学的是相反的东西，就是他在做什么，那是没办法学的，因为每个人的能力圈不同。巴菲特说知道自己能力圈有多大比能力圈有多大要重要的多。当然，能力圈的大小也是可以学的，但那是每个人自己的经历包括学历等，巴菲特不教这个。"," （2011-10-23）",[813,881,882,884],{},[816,883,818],{}," 小聪明和大智慧的差别，也是坚持不做不对的事情的意思。（2012-06-26）",[813,886,887,889,890,894,895,898],{},[816,888,818],{}," 在坚持",[891,892,17],"a",{"href":893},"\u002Fzuoduideshiqing","的前提下，",[891,896,22],{"href":897},"\u002Fbashiqingzuodui","的能力是可以学习的，只要每天进步一点就行。（2012-06-26）",[813,900,901,903],{},[816,902,818],{}," 最重要的要选择做对的事情，也就是发现错了的事情要改，不管多大的代价可能都是最小的代价。（2013-04-15）",[813,905,906,909],{},[816,907,908],{},"段永平：先有道然后术才有用哈，不然就是瞎忙。"," （2015-01-16）",[813,911,912,914],{},[816,913,818],{}," 往回看个几十年，你会看到很多很“聪明”的“聪明人”成就很小，原因可能在他们大概没把聪明放在做对的事情上。（2015-04-06）",[813,916,917],{},"网友：如果让我们能保持自己只做对的事情，我们是不是有必要建设一个明晰的，正确的投資文化作为基础？",[813,919,920,922],{},[816,921,818],{}," 没人可以保证自己只做对的事情，所以需要建立stop doing list。（2015-08-12）",[813,924,925,927,928,931],{},[816,926,818],{}," 一般来讲，",[816,929,930],{},"聪明人知道如何把事情做对，但有智慧指的是要做对的事情"," 。投机投的是零和游戏，投资投的是企业带来的利润。所以投资不需要那么聪明就可以了，而投机者就算很聪明早晚还是会掉坑里的。（2015-08-14）",[813,933,934],{},"网友：这样说来，聪明只能代表做事的能力了。如果把错事做完成了，便迟早会产生负面的效果，便应验了聪明反被聪明误。智慧则是先有个辨别是非对错的能力和品格为前提基础，再加上聪明的行动或不行动。",[813,936,937,939],{},[816,938,818],{}," 不然智慧和聪明有啥区别？（2015-08-17）",[813,941,942],{},"网友：最近两年到一个新公司里，做了很多扑腾，遇到了不少挫折，走到了感觉很困惑的地带，想听听学长的指点。",[813,944,945,947],{},[816,946,818],{}," 我觉得你也许应该再看看tim cook去年给毕业生的那个讲话，努力去找到你自己的北斗星？我还想起老巴说过的，明知是坑就别再往下挖了。千万别拿时间不当成本，我见过太多聪明人忙碌一辈子也忙不明白的，原因大概就是没有自己的北斗星，凡事决策时都是从眼前利益着想，30年后的差异是巨大的。（2016-05-31）",[813,949,950],{},"网友G：寻找自己北斗星，也是对我的提醒.",[813,952,953,955],{},[816,954,818],{}," 北斗星指的是价值观，就是要有stop doing list. 30年后可以看到巨大的差异。（2016-06-31）",[813,957,958],{},"网友d：不这么做不但损失惨重，而且还会错失好的机会，时间越长这一正一负的差额越大，损失越大。",[813,960,961,963],{},[816,962,818],{}," 对，就是机会成本的意思。（2018-01-23）",[813,965,966,968],{},[816,967,818],{}," 做正确的事情实际上是通过不做不正确的事情来实现的，也就是说，一旦发现是不正确的事情，就要马上停止，不管多大的代价往往都会是最小的代价。举个简单的投资里的例子，发现买错了股票或公司就应该赶紧离开，不然越到后面损失会越大，但大部分人往往会希望等到回本再说。",[813,970,971],{},"同时，正确的事情就要坚持，比如买了个好公司。举个我们自己的小例子，大概五六年前我们公司让我负责一笔人民币闲钱的投资，开始我们买的时候可能了解不够，没能完全看明白，后来觉得是买错了，最后亏了点小钱卖掉了，全部换成了茅台。如果当时不及时改正错误，可能到今天还亏着钱呢。亏钱卖股票不容易，但如果懂沉入成本以及机会成本的概念的话就会容易很多。",[813,973,974],{},"是否在用正确的方法做事情属于如何把事情做对的范畴，这个我不擅长，所以早早就退休了。不过，我知道一个很重要的东西，就是在把事情做对的过程当中是一定会犯很多错误的，所以在做对的事情过程当中所犯的错误和因为做错的事情而带来的结果要严格区分开来。（2018-7）",[813,976,977],{},"网友：作为一个优秀的投资人很好奇你有没有犯过错？",[813,979,980,982,983,986,987,990],{},[816,981,818],{}," 我投资也犯过错，以后也还会犯。",[816,984,985],{},"以前犯错可能是因为做了错的事情，也可能是在做对的事情过程中犯的错"," 。",[816,988,989],{},"以后我犯的错的大概绝大多数会是把事情做对的能力上的问题"," 。（2019-03-14）",[813,992,993],{},"网友：时常在想是什么原因让您跟我们这么不一样？",[813,995,996,998,999],{},[816,997,818],{}," ",[816,1000,1001,1004,1005,1008],{},[891,1002,5],{"href":1003},"\u002Fbenfen","和",[891,1006,12],{"href":1007},"\u002Fpingchangxin","。(2019-08-21)",[813,1010,1011],{},"网友l：做到这一点确实不容易。",[813,1013,1014,1016],{},[816,1015,818],{}," 不这么做会更不容易的！",[813,1018,1019],{},"网友X：什么是做对了还是做错了，比如说做股票，做短线就是错的事情（玩玩而已那可以理解），做真正的价值投资那就是对的事情。当然偶尔犯错也是可以理解的，但不要犯原则性错误。不知道是否这样认为？",[813,1021,1022,1024],{},[816,1023,818],{}," 恩，你的解释很对。（2010-03-14）",[813,1026,1027],{},"网友：我总觉得看问题看不到点子上，广泛撒网阅读，博取百家看法，最后还是很难得到确定性，看问题进不到下一层。",[813,1029,1030,998,1032],{},[816,1031,818],{},[816,1033,1034,1035,1037],{},"如果你能用",[891,1036,12],{"href":1007},"去看问题就会容易看到事物的本质。(2011-03-28)",[813,1039,1040],{},"想起一个小故事。很多年前，我和华以刚下过一盘围棋，有一块我感觉非常不舒服，复盘的时候我问他为什么我怎么下都觉得不对，然后他告诉我其实你这里怎么下都一样的，因为你前面下错了。（2013-04-28）",[813,1042,1043],{},[816,1044,1045],{},"什么是“做对的事情”？",[813,1047,1048],{},"难道还有人明知是错的事情还会做的吗？看看周边有多少人抽烟你就明白了。为什么人们会明知是错的事情还会去做呢？那是因为错的事情往往有短期的诱惑。",[813,1050,1051],{},"其实，人们往往知道什么是错的事情，只要把错的事情停止做了，就离“做对的事情”更近了一步。所以，“做对的事情”其实就是发现是错的事情的时候要马上停止，不管多大的代价都是最小的代价。",[813,1053,1054],{},"人们常说的“坚持到底”，指的是坚持“做对的事情”而不是坚持做错的事情！",[813,1056,1057,1058,1061],{},"很多人都希望知道把公司做好的秘诀是什么，其实“秘诀”不是做了什么而是",[891,1059,32],{"href":1060},"\u002Fbuzuoshenme","。好的公司都一定是有一个长长的“Stop doing list”，就是“不做的事情”。",[813,1063,1064],{},[816,1065,1066],{},"什么是“把事情做对”？",[813,1068,1069],{},"这个可能比较容易理解一点点，但其实也没有看上去那么容易。把事情做对是一个学习的过程，中间会犯很多的错误。如何坚持做对的事情，付出为了把事情做对的过程当中所需要付出的代价，其实是非常不容易的。在把事情做对的过程当中，其实是没有办法避免犯错误的，比如打高尔夫的人，是没有办法避免偶尔把球打下水的，能做的仅仅是如何能降低犯错误的概率。（2016-10-12）",[813,1071,1072,1073,1079],{},"从做对的事情和把事情做对的角度讲，",[816,1074,1075,1076,91],{},"投资里做对的事情就是买股票就是买公司，就是买公司的生意，就是买公司未来的净",[891,1077,82],{"href":1078},"\u002Fxianjinliu"," ，这点其实不用看书，懂了就懂了，不懂看啥书帮助都不会太大。",[813,1081,1082,1085],{},[816,1083,1084],{},"从把事情做对的角度看，投资就是要看懂公司的生意，"," 有些书也许是可以帮助你看懂一些生意的。老巴的股东信是涵盖了两者的，如果反复看还是没帮助的话，别的书估计帮助也不大。我本人是没看过啥书的，但做过企业对理解企业有很大帮助。（2018-10-08）",[1087,1088],"hr",{},[813,1090,1091],{},"网友：我今年30岁，感觉自己太急躁，最近几年事业又是低谷期。您遇到这种问题如何解决？",[813,1093,1094,998,1096],{},[816,1095,818],{},[816,1097,1098],{},"最重要的是做任何选择要有是非感而不是跟着利益走。这么做的话，过些年就会好很多的。(2019-03-15)",[813,1100,1101],{},[816,1102,1103,1104,1106],{},"什么时候意识到要",[891,1105,17],{"href":893},"都不晚。不过，满脑子只有利益没有对错的人们确实是很难从原来的坑里出来的。(2019-05-28)",[813,1108,1109],{},"网友：感觉“做对的事”比“把事做对”要更难。我理解“对的事”可以理解为“符合长期商业逻辑的事情”，希望听听您的意见，您如何判断什么是“对的事”？",[813,1111,1112,1115],{},[816,1113,1114],{},"段永平：对的事情往往和能长久有关系"," ，投资上尤其如此。所谓不对的事情其实并不总是很容易判断的。有些事情相对比较容易判别，比如不骗人。有些不那么容易，比如是不是该早睡早起。有很多觉得不对的事情都是通过长期的思考和别人以及自己的经验教训得来的，比如我们公司不为别的公司代工。",[813,1117,1118,1121],{},[816,1119,1120],{},"所谓要做对的事情实际上是通过不做不对的事情来实现的，这就是为什么要有stop doing list，意思就是“不做不对的事情”或者是立刻停止做那些不对的事情。也许每个人或公司都应该要积累自己的stop doing list。如果能尽量不做不对的事情，同时又努力地把事情做对，长时间（10年20年）后的区别是巨大的"," 。（2019-04-02）",[813,1123,1124],{},"网友：虽然这一年来创业失败，欠了一些债务。身体也很差，情绪经常很压抑。但是很幸运的就是能够遇到您的文字。未来的日子里会时时刻刻的思考什么是对的事情，什么是不对的事情。抱着本分和常识去面对生活，事业和投资。我相信十年后我不会太差。",[813,1126,1127],{},"“普通人通过坚持做对的事情可以变得很不普通。”这句话我希望能用一生去践行。想说的很多，总之谢谢大道！",[813,1129,1130],{},"网友：段总的“北斗星”，应该是指“事物的本质”吧？",[813,1132,1133,1135],{},[816,1134,818],{}," 对的事情。（2019-05-31）",[813,1137,1138],{},"李开复：人生就是一串困难的选择，是一个不断选择的过程。当我们走过人生的路途，身后留下的就是我们选择的结果。",[813,1140,1141],{},"网友：如果勤奋和天赋都不够，那怎么搞明白什么是对的事？",[813,1143,1144,1146,1147,1152,1153,1155],{},[816,1145,818],{}," 如果我说勤奋重要你会变得更勤奋吗？如果我说天赋重要你会变得更有天赋？但是，",[816,1148,1149,1151],{},[891,1150,17],{"href":893},"是可以选择的","。人们大概都知道骗人是不对的，也大概知道抽烟是不对的吧，也大概知道酗酒是不对的吧？看看周围有多少人在选择",[891,1154,17],{"href":893},"你大概就明白了。(2019-09-10)",[813,1157,1158],{},[816,1159,1160,1161,1164],{},"“我们长期努力保持不做傻事，所以我们的收获比那些努力做聪明事的人要多得多。”(",[816,1162,1163],{},"芒格",")",[813,1166,1167,1168,1171,1172,1164],{},"“",[816,1169,1170],{},"聪明人也不免遭受过度自信带来的灾难。他们认为自己有更强的能力和更好的方法，所以往往他们就在更艰难的道路上疲于奔命","。”(",[816,1173,1163],{},[813,1175,1176],{},"最简单的例子就是一个很会开车的人开了一辆很好的车但上高速时上反了入口哈。",[813,1178,1179,1180,1182,1183,1185,1186,1188,1189,1192],{},"指的是聪明反被聪明误的那种？其实就是",[891,1181,17],{"href":893},"(坚持不做错的事情)，然后",[891,1184,22],{"href":897},"。聪明往往指的是",[891,1187,22],{"href":897},"的能力比较强，但知道坚持不做错的事情的人最后才会成大器，比如",[816,1190,1191],{},"巴菲特","。",[813,1194,1195,1196,1198,1199,1201,1202,1204],{},"大家一定要分清做错的事情和在",[891,1197,22],{"href":897},"的过程中犯错误的本质区别。在",[891,1200,22],{"href":897},"的过程当中任何人都是会犯错的，包括",[816,1203,1191],{},"，但由于坚持不做错的事情，所以犯大错的概率低，很多年以后的结果就完全不一样了。",[813,1206,1207],{},"如果还不明白的话，就请看看那些一直很聪明但老是不如意的人们这些年都在忙啥就明白了。(2012-06-26)",[813,1209,1210],{},"网友：根据您的切身体会，什么才是提升悟性的关键？",[813,1212,1213,1215],{},[816,1214,818],{}," 我觉得没人天生有悟性的。我看到的有悟性的人一般都非常肯悟，会习惯想本质及长远。(2020-10-23)",[813,1217,1218],{},[816,1219,1220,1221,1164],{},"“习惯的枷锁，开始的时候轻得难以察觉，到后来却重得无法摆脱。”(",[816,1222,1191],{},[813,1224,1225],{},"其实这条非常非常重要，不要等到太晚才看明白啊。(2012-11-19)",[813,1227,1228],{},"网友：如果列出一条您成功的必然因素和一条偶然因素，请问会是什么？",[813,1230,1231,1233,1234,1237],{},[816,1232,818],{}," 没有必然因素，偶然因素太多了。",[816,1235,1236],{},"概率上来说，因为我习惯想长远，确实增加了很多成功的概率","。(2020-12-03)",[813,1239,1240],{},"网友L：段先生，我有一个问题搞不懂。巴菲特先生的原则是不要犯错误，而马云先生又强调不要怕犯错误，不犯错误将会是最大的错误。听起来都觉得很理解，可一到具体又晕了。究竟有可能会犯错的尝试要不要做呢？",[813,1242,1243,1245],{},[816,1244,818],{}," 我不知道这里所提巴菲特的原话是什么，我只记得巴菲特说过大概这样的话：第一，不要亏钱，第二，不要忘记第一条。我个人理解他老人家在这里讲的是投资安全的问题。如果一个人投资到他不懂的东西里就有可能亏钱，所以要避免。这里并不意味着巴菲特就不会亏钱，事实上他亏过的钱的总额比我们谁都多，因为他也有犯错误的时候。",[813,1247,1248,1249],{},"呵呵，光是他投在康菲石油上亏的钱就有几十个亿美金啊。我一直没看明白他为什么要投康菲石油，也许他也犯了以为看懂却实际没看懂的错误？但是，",[816,1250,1251],{},"巴菲特有今天，我个人觉得最重要的就是他很少犯“原则性错误”，也就是说，他认为他能力以外的事他坚决不碰。几十年下来，他犯的错远远少于同行，仅此而已。",[813,1253,1254],{},[816,1255,1256],{},"巴菲特之所以是“巴菲特”，最重要的就是他能坚持做正确的事，也就是原则性错误的事不做。比如：他认为他“不懂的事就坚决不做”。我从巴菲特那里学到的“最重要的东西”也就是这个。",[813,1258,1259],{},[816,1260,1261],{},"马云讲的是另外的一面，就是如何把事情做对的问题。无论是谁，在把事情做对的过程当中都是有可能犯错的，好像也没听说哪个所谓成功人士没犯过错。把事情做对的过程往往是一个学习的过程，犯错往往是不可避免的。不犯错的办法只有一个，那就是什么都不做。什么都不做有时可能就是最大的错。",[813,1263,1264],{},"呵呵，不知道这么解释是否能明白？有时想想中文真是很有意思。一会儿说“慈不带兵”，一会儿说“爱兵如子”；一会说要“三思而后行”，一会又说要“当机立断”。呵呵，好像并不矛盾啊。他们说的都是事物的不同面而已吧？（2010-03-14）",[813,1266,1267],{},"网友：我的本意是，大家要学习你做事的方式和精髓，而不能完全从表面上模仿你来做投资。",[813,1269,1270,1272],{},[816,1271,818],{}," 我总是觉得很多时候人们太注意所谓成功人士都干了啥，但就是不注意他们不干啥，而往往不干什么是决定成功的最重要因素（当然是在也干点什么的前提下）。（2011-06-03）",[813,1274,1275],{},"网友：最早来段总这里，很急着想要学“术”，看他对具体实例的分析和点评。后来慢慢体会到，每个人的能力圈是不同的，很多东西他比我们理解得深，同样地，我们也会有一些东西比他了解得清楚。所以学“术”不如学“道”。",[813,1277,1278,1281],{},[816,1279,1280],{},"段永平：道可学，术要练。道指的就是“做对的事情”或者说“不做不对的事情”或者说“发现错了马上改--不管多大的代价都是最小的代价”。“术”指的是技术，对每个人来说都是需要学同时也需要练习的，非一朝一夕之功。"," （2013-03-24）",[813,1283,1284],{},"网友：大道，您好，记得在步步高十周年记的视频里，您曾说过一句话：“我们能走到今天，并不是因为我们有多优秀，我们有多了不起，而是我们犯的错误比我们的对手更少”。我想问问，在投资上是否也如此，想要在投资这条路上走的更远，做的更好，就需要尽可能的降低自己的犯错次数（犯错概率）",[813,1286,1287,1289,1290,1293],{},[816,1288,818],{}," 是的，",[816,1291,1292],{},"经营企业和投资一样，少犯错很重要。"," 但所谓少犯错不是通过什么都不敢做实现的，那叫裹足不前。少犯错是通过坚持做对的事情来实现。而所谓坚持做对的事情是通过发现是错的事情就马上停止，不管多大的代价都会是最小的代价。stop doing list也很重要。（2020-10-14）",[813,1295,1296],{},"网友：段先生以下这段场景是否如实？",[813,1298,1299],{},[1300,1301,1302],"em",{},"段永平接着解释为什么“中国巴菲特”是可为的呢，他说，研究巴菲特其实就一件事：不懂不做，只要你这么做，就叫价值投资。",[813,1304,1305],{},"我个人悟的也是这样：不懂不做，当懂一些特定的事物时其它东西自然云开雾散。",[813,1307,1308,1310,1311],{},[816,1309,818],{}," 呵呵，",[816,1312,1313],{},"一般人学习理解是总是觉得做什么是最重要的，其实最重要的是不做什么。巴菲特能有今天最重要的是“不做什么”。",[813,1315,1316],{},"网友：记得您说过不要轻易扩大自己的能力圈，能力圈的培养是需要很多年的，这里面勤奋和天赋哪个更重要？",[813,1318,1319,1322],{},[816,1320,1321],{},"段永平"," ：勤奋和天赋其实都没那么重要，做对的事情最重要。",[813,1324,1325],{},"网友：请问段老师，怎么才能知道什么事，是做对了还是做错了呢，有些事只能事后知道，",[813,1327,1328,1330,1331,1334],{},[816,1329,818],{}," 呵呵，非常好的问题。",[816,1332,1333],{},"我对做对的事情的看法是：发现错了马上改，不管多大的代价都是最小的代价。"," 其实这个世界上有很多人（包括我在内），经常会明知不对，但由于各种原因而不肯改，结果错误变得更大，呵呵，我肯定犯过这种错误。没人不犯错，但知道这个原则的人犯错概率低，改得快，最后哪个啥了......。（2010-03-14）",[813,1336,1337],{},"网友：最想学的就是您的把事情做对，并坚持下去，这句对我太重要了，我最害怕的事，就是自己做事做错，更怕自己知道错了，还不及时改正，甚至找借口，或者妄望有什么。愿智者段师，多多讲讲您是怎么样把事情做对，并坚持下去，以及发现错及时改的事例。",[813,1339,1340,1342],{},[816,1341,818],{}," 把事情做对是要靠学习的，在实践中学习，在犯错误中学习。不做永远都不犯错，但永远学不会。（2010-03-27）",[813,1344,1345],{},"网友：问题是开始怎么知道是对的事情呢？",[813,1347,1348,1350,1351,1354],{},[816,1349,818],{}," 但你肯定知道有些事情是错的。",[816,1352,1353],{},"做对的事情的意思是，如果错了就改，马上改的代价最小"," 。很多人是明知是错还要做的，但错的事情往往有眼前利益，有诱惑。比如：骗人的生意、抽烟、赌博（小赌不算，因为小赌怡情）等等。（2010-05-25）",[813,1356,1357,1358,1360],{},"网友：其实你怎么做对我来讲还是很重要的。因为你在我心目中第一次确立了一个形象，一个价值观：以前我觉得商业怎么都是欺诈（可能和受到的教育和接触的一些不那么",[891,1359,5],{"href":1003},"的商人有关），从你那里我第一次知道本分、诚信这些是可行的。",[813,1362,1363,1364,1367],{},"而顺着你的一些讲话和报道，接连看到了冯仑、王石、马云等这样一批本分、诚信和",[891,1365,211],{"href":1366},"\u002Fzhengzhi","的商人或者说企业家，令我觉得所有这些都是最宝贵的东西。",[813,1369,1370,1372],{},[816,1371,818],{}," 所以说最重要的是我不做什么，巴菲特不做什么。你想学人怎么做是不可能的，因为每个人的能力圈不同，但什么不做才是成功的关键因素。比如说欺诈的事不能做，投资不能用margin等。（2011-10-04）",[813,1374,1375],{},"网友：理解复利的强大和难于达成是理解很多事情的精髓。您对于芒格这句话是怎么理解的，跟我们大家伙说说。",[813,1377,1378,1380],{},[816,1379,818],{}," 不做不对的事情，从而少犯错。对于具有把事情做对的能力的人而言，时间长了就明白什么是复利了。（2013-06-04）",[813,1382,1383],{},"网友：怎么发现对／不对的事情？",[813,1385,1386,1388],{},[816,1387,818],{}," 要有时间想。可能会想很久，有一天突然灵光一现，想明白是错的／对的。很多人一天到晚忙，根本没时间想，可能永远都不会明白。（2018-9-30）",[813,1390,1391],{},"网友：怎么理解“Stop Doing List”？",[813,1393,1394,1396],{},[816,1395,818],{}," 主要讲的是做对的事情。它不是一个skill（技巧）或者formula（公式），而是思维方式：如果发现错了，就立刻停止，因为这个时候成本是最小的。我不能告诉你对错，怎么判断对错，要自己积累。",[813,1398,1399],{},"“Stop Doing List”没有shortcut（捷径），要靠自己去积累，去攒，去体悟。stop doing就是发现错，就要停，时间长了就效果很明显。很多人放不下眼前的诱惑，30年后还在那儿。错了一定要停，要抵抗住短期的诱惑。（2018-09-30）",[813,1401,1402,1403,1406],{},"网友：感谢大道，让我看到一个普通人（其实不普通，普通指没有特殊的权贵家庭背景）也能有这样值得大家尊敬的成就（企业，投资，慈善），让我更有信心，其次默默反复读了大道的博客和雪球的问答式交流，让我很受启发（本分，有所为，有所不为，十年的时间维度，自我学习能力，对自己诚实知与不知，利益之上的追求，",[891,1404,42],{"href":1405},"\u002Fganweitianxiahou","等等），修正了我的思维，和启示，特表示感谢。",[813,1408,1409,1411,1412,1415],{},[816,1410,818],{}," 你说得非常对，",[816,1413,1414],{},"普通人坚持做对的事情的结果是可以很不普通的"," ！（2019-05-08）",[813,1417,1418],{},"网友k：想起了李想的一句话，选择比努力重要。",[813,1420,1421,1423],{},[816,1422,1321],{}," ：这话很对。人其实是很难变得更努力的。我自己小时候就是个常立志的人，但无论怎么努力都没能变得更努力。（2019-09-10）",[813,1425,1426],{},[816,1427,1428,1430],{},[891,1429,17],{"href":893},"，大道最早(大三时)看到的是管理大师彼得·德鲁克说的。这是大道一生受益最大的一句话。(2021-08-12)",[813,1432,1433],{},"我没有过所谓的人生导师，但有颗北斗星一直在照着我哈。(2019-05-30)",[813,1435,1436,1437,1192],{},"曾经有个博友名字叫“守正出奇”，我说我不喜欢这个名字。问为什么？我说守正出奇的人其实都是整天在想着出奇的。网友问怎么改？我说：",[816,1438,1439],{},"守正不出奇",[813,1441,1442],{},"网友：请教您个关于价值投资‘术’方面的经验，您对‘术’这个层面怎么看？",[813,1444,1445,1447,1448,1450],{},[816,1446,818],{}," 我个人以为价值投资的“术”就是如何研究企业未来",[891,1449,82],{"href":1078},"（折现）的问题。老巴的“护城河”、好的管理团队等都属于“术”的范畴。其实这个“术”是很难从书本上学到的，学校里一般也没人可以教，大概只能自己慢慢悟了。（2 011-01-05）",[813,1452,1453],{},"网友：大道，您的思想“做对的事，把事做对”，这是您很早就有的思想，这应该是您在做企业时期用真金白银换来的“放之四海而皆准”宝贵经验总结，那后来您做了投资，接触了顶级大咖之后，您对您之前的思想有优化吗？",[813,1455,1456,1457,1459,1460,1462],{},"大道：“",[891,1458,17],{"href":893},"，",[891,1461,22],{"href":897},"”是我在大三时在书上看到的，来自于德鲁克，你可以用AI查原文。（2025-10-26）",[813,1464,1465,1466,1459,1468,1470,1471,1473],{},"网友：阿段的“",[891,1467,17],{"href":893},[891,1469,22],{"href":897},"”，是努力的前提条件。“很多人没成功是因为不够努力”是方向对了，努力不够；“勤奋不是最重要的”意思是首先",[891,1472,17],{"href":893},"，然后勤奋。可以这么理解吧？",[813,1475,1476],{},"大道：也可能没有努力去寻找对的事情就躺平了。（2025-12-11）",[813,1478,1479,1480,1459,1482,1484],{},"网友：“",[891,1481,17],{"href":893},[891,1483,22],{"href":897},"”AI搜索结果：网页链接",[813,1486,1487],{},"大道：是的，我大三时看到德鲁克这句话时感觉非常震撼，受益终身哈。（2026-01-21）",[813,1489,1490],{},"网友：阿段你好，做对的事情是守正不出奇吗？",[813,1492,1493],{},"大道：守正不出奇是相对于人们常说的“守正出奇”而言的。守正出的奇是结果，是概率。如果老想着要“出奇”，那很可能出的会是“出奇怪”的动作。（2026-08-08）",[813,1495,1496,1498],{},[816,1497,818],{}," 呵呵，叫守正不出奇吧。投资做对了的话，其实很难不出奇的，也许3年两年，也许10年8年而已。（2012-02-14）",[813,1500,1501],{},"守正不出奇：谢谢段兄的无私分享。继续能从大道这里感受智慧和态度，非常幸运。",[813,1503,1504,1506],{},[816,1505,818],{}," 哈，我记得这个名字还是根据我的意见改的，以前叫守正出奇？（2018-08-27）",[813,1508,1509],{},"守正不出奇：一点儿没错，多了这个“不”字，少了很多困扰。讲真，改名之后日子好过不少，哈哈哈。多谢大道兄点拨。",[813,1511,1512,1514],{},[816,1513,818],{}," 哈，不整天想着出奇犯错机会会下降，不小心出个奇反而成为可能了。我们的智能手机就是个例子哈。（2018-08-30）",[813,1516,1517],{},"网友：段兄，这两天一直在琢磨你与守正不出奇的对话，感触很多，又一次感受到段兄的睿智与境界。",[813,1519,1520,1522],{},[816,1521,818],{}," 其实我说的不出奇并不是说结果不出奇，而是说心里不要老想着出奇（很多说“守正出奇”时脑子里想的都是“出奇制胜”，“弯道超车”啥的）。你如果老想着本质的东西，总有机会出奇的，我们公司就是不错的例子啊。（2018-09-07）",[813,1524,1525],{},"网友（守正出奇）：今天有点明白了，投资的本质就是守正，没守正肯定出不了奇，出不出的了奇那是不确定的，守不守正确实是确定的，啥事先想出奇就是没守正。看来我这个名字真是起的有点讽刺，现在改还来得及吧。大道难，就是这道坎。",[813,1527,1528],{},"网友：请教下，遇到一个问题，你是从本质思考，还是从做对的事情思考，还是思考10年？还是怎么思考．",[813,1530,1531,1533,1534,1537],{},[816,1532,1321],{}," ：",[816,1535,1536],{},"思考本质，做对的事情和想10年都是一个意思"," 。（2019-07-14）",[813,1539,1540],{},"网友：很多人分不清哪些是对的事情，哪些是不对的事情。",[813,1542,1543,998,1545,1548],{},[816,1544,818],{},[816,1546,1547],{},"任何人都会知道有些事是不对的，但知道不做不对的事情不容易。","(2015-12-06)",[813,1550,1551,1552,1554],{},"网友：错的事情排除多了，剩下",[891,1553,17],{"href":893},"的几率就高多啦。",[813,1556,1557,998,1559],{},[816,1558,818],{},[816,1560,1561,1562,1564],{},"不做错的事情自然就提高了",[891,1563,17],{"href":893},"的概率。(2019-09-10)",[813,1566,1567],{},"网友：知道什么是对的事太难了。",[813,1569,1570,998,1572],{},[816,1571,818],{},[816,1573,1574],{},"什么是不对的没那么难。(2019-09-12)",[813,1576,1577,1578,1580,1581,1583],{},"网友：",[891,1579,17],{"href":893},"是指战略或是大方向不能搞错，",[891,1582,22],{"href":897},"是指在执行战略时要把细节操作好吗？",[813,1585,1586,1588],{},[816,1587,818],{}," 对的事情还包括原则。用战略的说法也可以接受，但有点不够。我们的文化里有个很大的缺陷，就是重利益轻原则。什么事只要有钱赚就行了。如果整个文化能明白有些钱是不能赚的时候，整个社会将会有很大的进步。可能需要100年以上，希望不要用一万年。(2010-03-16)",[813,1590,1591,1592,1594,1595,1597],{},"大道就是大三的时候看到德鲁克说的这句话的。（指：所谓效率可以说是“",[891,1593,22],{"href":897},"”（to do things right）的能力，而不是“",[891,1596,17],{"href":893},"”（to get the right things done）的能力。——《卓有成效的管理者》）（2025-06-24）",[813,1599,1600],{},"网友：黄峥提到您多次对他讲首先要做正确的事，然后把事情做正确。作为一个初创者的我对“首先要做正确的事”这部分求知若渴，如何才能选对方向？",[813,1602,1603,998,1605],{},[816,1604,818],{},[816,1606,1607],{},"所谓要坚持做正确的事情其实就是发现错了就要坚决停止，明知是错的东西就要坚决不做，面临决策时首先考虑是非和长远而不是短期的眼前利益。很多年后你就会体会到这样做的区别了。(2019-03-27)",[813,1609,1610],{},"如果你认为你正在做的事情是错的，就应该尽快停止，和它对你有多重要以及你曾经花过多少心血无关，也和你能不能找到更好的事情无关。(2019-05-26)",[813,1612,1613],{},"网友：快鱼吃慢鱼，慢即是快，这中间的尺度该如何衡量？",[813,1615,1616,1618,1619,1621,1622,1624],{},[816,1617,818],{}," 快鱼吃慢鱼指的是效率问题，也就是",[891,1620,22],{"href":897},"的能力问题。但",[891,1623,17],{"href":893},"总是要放在前面的，两者并不矛盾。在自然界里，好像“快”的动物的生存能力也是比“慢”的动物的生存能力弱的。(2010-08-31)",[813,1626,1627],{},"网友：既有说“欲速不达”，也有说“天下武功，唯快不破”，您怎样理解？",[813,1629,1630,1632,1633,1635,1636,1638],{},[816,1631,818],{}," “欲速不达”指的是要",[891,1634,17],{"href":893},"，不然可能南辕北辙。“唯快不破”指的是",[891,1637,22],{"href":897},"的能力。想想刘翔你就知道光是快也是不靠谱的。(2014-08-12)",[813,1640,1641],{},"网友：在把事做对上，有没有一些共性的东西，比如专注？",[813,1643,1644,1646,1647,1649],{},[816,1645,818],{}," 在",[891,1648,22],{"href":897},"上人们是要花很多时间去学习的，活到老学到老大概就是这个意思。专注能让你的学习效率提高很多，犯错误的概率也会降低。(2019-05-30)",[813,1651,1652,1653,1656,1657,1659,1660,1662],{},"网友z：我有个朋友做宠物食品（我参股了一点），代工做得不错。但我认为没有自己的",[891,1654,135],{"href":1655},"\u002Fpinpai","，代工厂永远受制于人（客户越大，自己的生存能力越差），不是长久之计。现在达成共识了，做自己的",[891,1658,135],{"href":1655},"。为了快速打开局面，朋友第一步规划的就是多",[891,1661,135],{"href":1655},"战术，为的是在每一个地区都有若干家分销商可以成为当地的独家。逻辑也说得通，但我下意识觉得，如果让学长您来制定规划，恐怕不会这么做。",[813,1664,1665,1666,1669,1670,1672,1673,1675],{},"我在北京拉了一个团队，做以互联网为主要",[891,1667,155],{"href":1668},"\u002Fqudao","的高端宠物粮",[891,1671,135],{"href":1655},"。我们这个团队是计划只做一个牌子的，做到有名堂为止。筹备过程中，我跟很多“前辈”请教，很多人建议我先找个定位公司咨询",[891,1674,135],{"href":1655},"定位、找个广告公司出来的人做合伙人一起干。作为新入行的人，这个建议逻辑也说得通，但我下意识又觉得不对了。真正做大的牌子，有几个是广告公司的人做起来的呢？",[813,1677,1678,1680,1681,1683],{},[816,1679,818],{}," 所谓的“顾问”只能在如何",[891,1682,22],{"href":897},"的地方教你一些技巧的东西。这些东西虽然也很重要，但前提是你一定要先知道什么是不对的事情，不然他们是可能把你引到死胡同里去的。（2017-08-22）",[813,1685,1686,1687,1004,1690,1693],{},"网友：最重要的是要理解公司的",[891,1688,64],{"href":1689},"\u002Fshangyemoshi",[891,1691,129],{"href":1692},"\u002Fqiyewenhua","，判断是非远比判断得失重要，这是做正确的事情哈（原文是：“这是难而正确的事情哈”，此句逻辑不通，修改为：“这是做正确的事情哈”）。",[813,1695,1696,1698],{},[816,1697,818],{}," 正确与否和难不难没有关系的，“难”而“正确”逻辑不通，难到“不难的正确的事”就不做了？（2025-08-09）",[808,1700,1702],{"id":1701},"第二节-巴菲特芒格与普通人","第二节 巴菲特、芒格与普通人",[813,1704,1705],{},"网友：为什么很多人起点和您一样，跑着跑着，差别越来越大呢？即使是同一方向也是望尘莫及呀。",[813,1707,1708,998,1710],{},[816,1709,818],{},[816,1711,1712],{},"呵呵，可能是我比较笨，找不到捷径。(2010-03-27)",[813,1714,1715,1716,1718,1719,1722,1723,1725],{},"网友：这是最完美的办法。我想",[816,1717,1191],{},"可能觉得赚钱是他的长处，但用钱不是他的长处。在用钱方面，他相信",[816,1720,1721],{},"比尔·盖茨","胜过全世界任何人，因为",[816,1724,1721],{},"最能把钱用到该用的地方，用最小的钱，产生最大的效益。",[813,1727,1728,1730],{},[816,1729,818],{}," 我也是这么理解的。",[813,1732,1733,1735],{},[816,1734,1191],{},"30年前就认为他的任务就是赚钱(自己最擅长的事)，以后交给别人做。他认为他这样对社会的贡献最大。事实证明他是对的。",[813,1737,1738,1004,1740,1742,1743,1745,1746,1748],{},[816,1739,1163],{},[816,1741,1191],{},"在很多方面是非常类似的人，都非常睿智，也都很值得尊重。",[816,1744,1163],{},"比较聪明(不是贬义的聪明的意思)，总是想知道关于所有事情的所有事情，",[816,1747,1191],{},"则相对而言比较简单一些。(2023-07-22)",[813,1750,1751,1753],{},[816,1752,1191],{},"不是什么“股神”，他的东西每一个人都可以学，当然可能只有很少人能学会。事实上，我发现只有很少人会去真正认真地学，所以能学会的人很少就很容易理解了。(2010-02-28)",[813,1755,1756,1757,1759],{},"其实我自己对自己的定义就是普通人，别人怎么看我不太在乎。想起两句话：平常人很难有",[891,1758,12],{"href":1007},"，Common sense is not common(常识不常见)。(2011-03-29)",[813,1761,1762],{},"网友：从为人的角度，你觉得他是个什么样的人？",[813,1764,1765,1767],{},[816,1766,818],{}," 他是一个值得信任的人！(2024-07-15)",[813,1769,1770,1771,1774,1775,1164],{},"“2006年，我曾作出承诺，逐渐将我持有的所有",[816,1772,1773],{},"伯克希尔","·哈撒韦股票捐赠给慈善基金。这个决定让我再开心不过……”(",[816,1776,1191],{},[808,1778,1780],{"id":1779},"第三节-往事与出身","第三节 往事与出身",[813,1782,1783],{},"网友：段力平是谁呢？",[813,1785,1786],{},"大道：爸妈给取得名字，力争和平以及永远和平———力平\u002F永平。1957\u002F1961. 我爸爸1957年的时候应该还是南昌步兵学校的教官哈。段力平是段博士，是我们家学位最高的。妹妹是硕士，我是学士。（2025-11-02）",[813,1788,1789,1790,1792],{},"网友：我是安福人，今有缘到",[816,1791,1321],{},"老师童年居住的老房子参观，之前有多处失修，现已修缮完成。",[813,1794,1795],{},"大道：拍个空房子，还没家具，这哪看得出来啊？应该拍拍门外都有啥，比如树啊，水塘啊，稻田啥的，不然没啥记忆的。（2025-01-02）",[813,1797,1798],{},"这个房子现在没人住吗？后面的竹林还在吗？我记得小时候曾经有过竹子从床底下长出来的经历。竹子的力量真是不可思议哈。（2025-01-02）",[813,1800,1801],{},"网友：没人住了，后面盖新房子了，当年和你一起割猪草的邻家小妹妹就嫁在村里，离老房子十几米。",[813,1803,1804],{},"大道：我记得我家房东一家三口，就像红灯记一家三口一样：奶奶，爸爸，女儿，而且都没有血缘关系。据说奶奶和爸爸都去世了，但没人告诉我女儿现在在哪里。房东一家对我们蛮好的，不知道能不能找到哈。（2025-01-02）",[813,1806,1807],{},"网友：这是村口的路。",[813,1809,1810],{},"大道：村口的路认不出来了。不知道门前的水塘和枇杷树还在不在？（2025-01-02）",[813,1812,1813],{},"网友：这个是典型的吉安地区老房子，木质屋架，小窗户，斜屋顶的青瓦会嵌着明瓦采光。正厅宽敞，两侧小门通往后屋，图片上地面还是夯实的黄土，没铺水泥，这种夏天赤脚踩在上面很舒服的，以前不到天冷，都很少穿鞋。池塘、竹林、石板路，以前基本是每个村子的标配，不过这种原生态的老房子与村子，基本上没有了，现在只能在记忆里寻找。",[813,1815,1816],{},"大道：是的，我小时候基本上是不穿鞋的。即使是上了大学后，暑假回家也基本上是不穿鞋的。光脚踩在地上的感觉很舒服。（2025-01-02）",[813,1818,1819],{},"网友：这是你当年住的房间。",[813,1821,1822],{},"大道：有点像，很难想象竹子（竹笋）能从这么硬的地方长出来哈。（2025-01-02）",[813,1824,1825],{},"网友：我是1994年生人，现在还没有攒到人生的第一桶金（100万），请问您有什么建议吗？",[813,1827,1828,1830],{},[816,1829,818],{}," 你想要赚快钱的建议吗？（2025-08-04）",[813,1832,1833],{},"网友：段总，如何缓解无所事事的痛苦？",[813,1835,1836,1838],{},[816,1837,818],{}," 洗煤球可能是个好办法。（2025-08-06）",[813,1840,1841],{},"网友：大道也是硕士，而且都是国内前5的大学。",[813,1843,1844],{},"大道：大道读过两个研究生，但都没拿学位，确实有点懒的。（2025-11-02）",[813,1846,1847],{},"网友：段老师请问好的习惯是天生的吗？比如思考的习惯？您今天取得的伟大成就除了跟您正确的价值观有关，是不是跟好的习惯有很大的关系？",[813,1849,1850],{},"大道：我觉得思考的习惯很可能是后天养成的。记得上初中时，我经常每天早上坐在家里的阳台上看着远方的田野发呆，家长也不来打扰，不知道有没有关系。（2026-02-01）",[813,1852,1853],{},"网友：斯坦·李说过：“我曾经感到难堪：我只是一个漫画书作者，而别的人能建造大桥，或行医救人。而然后我开始意识到：娱乐是人们生活中最重要的事情之一。没有了娱乐，他们可能陷入深深的困境。我感觉如果你能娱乐别人，那你就是在做好事。”以上是今天读《金庸评传》时读到的一句话，让我很开心！和学长之前说过的很多话都暗合同理。",[813,1855,1856,1857,1860],{},"大道：哈，是的，那正是我当年做",[816,1858,1859],{},"小霸王","时的想法。（2025-11-20）",[813,1862,1863],{},"网友：（写给大道的信）",[813,1865,1866],{},"永平兄你好！",[813,1868,1869,1870,1873,1874,1876],{},"久未联系，最近看了许多关于你的报道，才下决心写这封信。自1991年中山码头一别，倏忽已逾三十多载。近些年来我常于新闻中见你身影，从",[816,1871,1872],{},"步步高","的崛起至投资界的传奇，世人皆赞你为“中国",[816,1875,1191],{},"”，将你神化为商界奇才。但在我心中，你始终是当年中山市那个带着几名刚毕业的大学生艰苦创业、善待客户的厂长。你的诚恳与热忱，才是我最珍视的记忆。",[813,1878,1879,1880,1882],{},"犹记90年代初探访你的日子，那时",[816,1881,1859],{},"游戏机并没有那么出名，拿着真金白银一次批发几百台的客户也并不多见。加之我们第一次见面就感觉彼此面熟，一聊才知道我们彼此都在人大学习过，经常在食堂碰面，只是没有深谈而已。所以我每次去你总能从忙碌中抽身，亲自招待我，相谈甚欢。",[813,1884,1885],{},"记得你第一次请我吃饭，点了一个菜叫什锦堡，你特意用广东话说“这叫咋跟包，是本地最实在的味道”。",[813,1887,1888],{},"最难忘也是最后一次与你相见是91年秋交会期间，我陪同天津外贸吴经理到中山同你谈出口游戏机事宜，本意是想帮你把生意做大。种种原因这笔生意没有谈成，但你也坚持要尽地主之谊。由于吴经理急于赶赴东莞，所以婉拒。但你说“生意不成仁义在，饭一定要吃，我保证你们两个小时内抵达东莞”。饭后你亲自开车送我们去中山小码头，指着飞艇笑称“这是我的秘密通道”。",[813,1890,1891,1892,1895],{},"我们果然一个多小时便抵达东莞。你那时几次跟我说“做买卖先做人，人家信你才会跟你合作”——如今",[816,1893,1894],{},"OPPO","、VIVO的成功，大抵也是这份待人之道的延续吧。",[813,1897,1898,1899,1902],{},"这些年我辗转北南，国内国外，再也没有碰到过你这样的创业者，厂长，老板。讲诚信，尊重他人的美德，在浮躁的商界是多么的珍贵啊。前几日看你在《共同说》里与",[816,1900,1901],{},"王石","谈及“投资先识人”，忽然顿悟：当年你能让伙伴追随、客户信任，正是因这份刻在骨子里的善良。",[813,1904,1905],{},"如今你定居加州，我也已退休回北方，偶尔去加拿大和儿子团聚。不知你是否还记着什锦堡的味道？是否仍保留着亲自送客户的习惯？若有闲暇，盼能得你片言回音，再续当年情谊。",[813,1907,1908],{},"顺致敬意！",[813,1910,1911],{},"张家康",[813,1913,1914],{},"2026年1月2号",[813,1916,1917],{},"大道：难得你还记得那么久以前的事情的细节，希望你一切都好哈。（2026-01-17）",[808,1919,1921],{"id":1920},"第四节-努力练习与面对质疑","第四节 努力、练习与面对质疑",[813,1923,1924],{},"网友：当所有人都认为你是错的时候，你不一定是错的。",[813,1926,1927],{},"大道：如果真的所有人都认为你是错的时候，你大概率是真的错了。（2025-11-01）",[813,1929,1930],{},"网友：段总，年轻人太浮躁了，有啥好分享加快戒躁没？",[813,1932,1933],{},"大道：时间吧？（2025-11-15）",[813,1935,1936],{},"网友：您好大道，请问如果找不到努力的方向，又不想躺平，该怎么办？",[813,1938,1939],{},"大道：努力找！（2025-11-16）",[813,1941,1942],{},"网友：询问大道如何面对质疑",[813,1944,1945],{},"大道：为什么要关心别人怎么看呢？别人有几十亿人呢，肯定赞成反对都有的。（2025-11-24）",[813,1947,1948],{},"网友：大道的别人有几十亿人，我们的别人可能只有几百人！",[813,1950,1951],{},"大道：给自己找借口是有很多办法的。（2025-11-24）",[813,1953,1954],{},"网友：老师，想问问现在国内这一代人，您觉得还有机会吗？",[813,1956,1957],{},"大道：哪一代算这一代？江山代有才人出，各领风骚数百年……（2025-12-01）",[813,1959,1960],{},"网友：请教段总：之前您说“勤奋不是最重要的”，这个采访您说“很多人没成功是因为不够努力”。年轻人应该在哪些方面努力呢？",[813,1962,1963],{},"大道：先努力看懂我说了啥？基本逻辑关系一定要懂的。（2025-12-09）",[813,1965,1966],{},"网友：就请教段老师一个问题，如何让我们普通人变得不普通？哪怕改变一点点。",[813,1968,1969],{},"大道：也许stop doing list？或者不要再抱怨世界不公平了？……很多很多东西都可能让你改变的。（2025-12-13）",[813,1971,1972],{},"网友：才知道口语是要一句一句的练。\n大道：一句一句，一个字一个字练的。Are you okay那个显然是当年忙没顾上练的结果哈。反正我的广东话和英语都是一句一句练出来的。我总觉得我其实还可以多说一门语言，比方说西班牙语或者法语啥的，但AI这个厉害法，好像完全没必要浪费这个时间了。（2025-12-14）",[813,1974,1975,1976,1978,1979,1981],{},"网友：只有极聪明的人才能化繁为简。",[816,1977,1321],{},"是一个非常聪明的人，这点往往被大家忽略了，所以普通人学",[816,1980,1321],{},"是学不会的。就像学梅西踢球是学不会的一样。就像做菜高手三下二铲就0K，你可能一辈子也不行",[813,1983,1984],{},"大道：手熟尔！你一辈子都没认真练过，不行也合理哈。（2025-12-14）",[813,1986,1987],{},"网友：对大力士而言举一百斤跟玩似的，对普通人而言就累的呲牙咧嘴了。",[813,1989,1990],{},"大道：就是这个意思！（2025-12-15）",[813,1992,1993],{},"网友：关注大道有一段时间了，确实受益匪浅。最近看了一些大道之前采访的视频，发现大道有时会使用反例论证，想了解大道是从小自然孕育出来的，还是上大学后工科思维长期训练的结果？",[813,1995,1996],{},"大道：可能是养成了思考习惯的结果。我确实发现很多人是不太思考的，原因不详。（2025-12-18）",[813,1998,1999],{},"网友：需要坚持的事情都无法坚持，不需要坚持的事情都能坚持。",[813,2001,2002,2003,2006,2007,2009],{},"大道：很多事情都是需要坚持的，比如我坚持做有氧运动和无氧运动，但我从来不会说坚持打golf。所谓坚持",[891,2004,52],{"href":2005},"\u002Fjiazhitouzi","的人们大概率对",[891,2008,52],{"href":2005},"是有误解的。买了个好公司，然后苦哈哈地坚持拿着，仅仅因为这是个上市公司吗？《跳着踢踏舞去上班》吧！（2026-1-13）",[813,2011,2012],{},"网友：大道平常内容的表达是后天训练的结果吗？感觉反问的形式更加能激发人思考，让人认识到不同的角度。",[813,2014,2015],{},"大道：反问句容易伤人，要慎用。（2026-02-02）",[813,2017,2018,2019,2022],{},"网友：这个我这个我记得，当田朴珺问大道，现在还看好",[816,2020,2021],{},"茅台","吗？大道其实很愤怒，然后使用反问句，释放了情绪。",[813,2024,2025],{},"大道：我没有任何愤怒。我其实很高兴被问到这个问题，因为这让我有机会表达我的观点。（2026-02-02）",[813,2027,2028],{},"网友：罪过罪过！我这属于脑补过度了。谢谢大道现身说法，我以后不仅要慎用反问句，还要管住我的脑洞！",[813,2030,2031],{},"大道：反问句可能更容易促进对方思考？（2026-02-02）",[813,2033,2034],{},"网友：大道，你信命吗，你觉得你现在所有的是靠自己努力得来的，还是有运气成分？",[813,2036,2037,2039],{},[816,2038,818],{}," 主要是靠运气，这些年也总结了一些如何抓住运气的心得。",[813,2041,2042],{},"网友：大道谦虚了，他只是把自己的能力 +努力，总结为运气。",[813,2044,2045,2047],{},[816,2046,818],{}," 我是帮别人总结的，这样人家就有借口不思考了哈。",[813,2049,2050,2051,2053],{},"网友：杨振宁先生介绍自己最大的贡献是帮助中国人克服“不如人”的自卑心理。请问",[816,2052,1321],{},"先生自己最大的贡献是什么？我个人认为阿段展现的中国人现代公司管理、运营的能力和眼光不逊于外国资本，而且段先生倡扬慈善、平等和助人自立的精神。",[813,2055,2056,2058],{},[816,2057,818],{}," 我们每个人都是独立的，我只是个普通人，不觉得自己做出了什么“贡献”，我只是喜欢我做的事情而已。",[808,2060,2062],{"id":2061},"第五节-平常心","第五节 平常心",[813,2064,2065,2066,2068],{},"网友：大道，找个机会再写写你的",[891,2067,12],{"href":1007},"哲学吧；我觉得这个东西很受用。",[813,2070,2071,2072,2074,2075,2077,2078,2080],{},"大道：所谓",[891,2073,12],{"href":1007},"就是回归事物本源的心态，马云童鞋说",[891,2076,12],{"href":1007},"其实就是不",[891,2079,12],{"href":1007},"，因为不容易有。（12-03）",[813,2082,2083,2084,2086],{},"网友： 后来您是怎么应对这些愤怒的呢？或者愤怒转化为了啥？",[891,2085,12],{"href":1007},"吗？",[813,2088,2089,2090,2092],{},"大道： 愤怒一下，然后",[891,2091,12],{"href":1007},"回归本源，该干嘛干嘛，不要因为愤怒做出任何决定。（18-10）",[813,2094,2095,2096,2098,2099,1192],{},"网友：人能常清静，天地悉皆归“",[891,2097,5],{"href":1003},"”，就是要回归(或者找到)一种心态，在这种心态下往往能做正确的事情，而这种心态就是清净心，是佛家所说的无上智慧。回归清净心，做正确事情的这个过程的坚持，就是",[891,2100,5],{"href":1003},[813,2102,2103,2104,2106,2107,2109,2110,2112],{},"大道： 《清静经》上说“人能常清静，天地悉皆归”，一个人能够常清静，天地的力量会回到你生命上来。",[891,2105,12],{"href":1007},"其实就是这里清净的意思。只有",[891,2108,12],{"href":1007},"才能",[891,2111,5],{"href":1003},"哈。（18-12）",[813,2114,2115,2116,2118],{},"网友：想问问看大道：怎么做到",[891,2117,12],{"href":1007},"？有时候想起一件事总会带着情绪去思考，很难冷静的去想这件事",[813,2120,2121,2122,2124],{},"大道： 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