书籍介绍
这不是一本提供现成答案的智慧之书，而是一整套需要你自己动手的工具箱。它把芒格的商业智慧与巴菲特的投资实践并置，再借进化论、心理学、数学与物理学的视角，追问一个更根本的问题：人的思维为什么会系统地犯错？读者反复提及的，是书中对「损失厌恶」等心理机制的进化溯源——我们的心智在狩猎采集时代被塑造，却在现代市场里频频失灵。它适合那些不满足于「跟着聪明人买」，而想看清聪明人如何避免犯傻的人。但请降低对「体系完整」的期待：全书偏向清单式罗列，章节之间彼此独立，怎么用这些工具，取决于你自己。它更像一份值得反复查阅的思考清单，而非一气呵成的理论著作。
AI导读
核心看点
- 整合多学科思维模型，从达尔文进化论到芒格智慧。
- 深入解析人类误判心理学，揭示认知偏差与决策陷阱。
- 融合行为经济学与进化论，提供理性决策的科学基础。
读者共识
- 芒格关于人类误判心理学的章节是全书精华，极具价值。
- 内容像工具集，需读者主动思考如何应用，非系统论述。
- 部分读者认为内容拼凑，不如《穷查理宝典》系统深刻。
精彩摘录
- "This means that humans have spent more than 99% of their evolutionary history in the hunter gatherer environment."
- "The strategy that is effective in the long run is a modern version of"a tooth for a tooth" or TIT-FOR-TAT. It says that we should cooperate at the first meeting and then do whatever our "opponent" did the last time."
- "The reading of all good books is like conversation with the finest minds of past centuries. - 17th Century French philosopher Rene Descartes."
- "If we encounter a stressful situation, how we respond depends on what we were born with, what we have experienced, and the specific situation."
- "The connections in our brain are constantly strengthened and weakened, developing and changing. The more we are exposed to certain experiences, the more the specific connections are strengthened, and the better we learn and remember those experiences. We then use these stored representations of what"
- "The forces that influence and set the limits for our judgements: 1. Genes 2. Life experiences 3. Present environment 4. Randomness"
- "A list of reasons for misjudgments and mistakes 1. Bias from mere association - automatically connecting a stimulus with pain or pleasure; including liking or disliking something associated with something bad or good. Includes seeing situations as identical because they seem similar. Also bias from "
- "Warren Buffett says on being informed of bad news: "We only give a couple of instructions to people when they go to work for us: One si to think like an owner. And the second is to tell us bad news immediately--because good news takes care of itself. We can take bad news, but we don't like it late.""
用户评论
实用 经典 值得反复回味
2021年8月9日读毕，此书我是作为理解行为经济学的辅助读物来读的，主要收获是其中举的很多例子，有助于理解行为经济学的基本逻辑。其一，进化视角，理解了损失厌恶的进化起源，主要是人类心智的进化相对人类产生来说时间非常短，而缺少食物对人的认知的影响压倒了一切。其二，行为经济学的行为主要和概率有关，因此理解概率与生活的关联，是理解行为经济学的关键起点。比如代表性偏差主要和抽样有关，可得性偏差则主要和获取信息的便捷、信息的生动性有关。其三，同一个数字不同意义产生的不同情景有利于理解行为经济学原理。比如双曲贴现本质就是同一数字在现在和未来的意义不一样，这个意义有贴现模型实现；边际效用递减则使同一差额在不同时间点意义不一样，这样造成了人容易重视离参照点近的变化，而对离参照点远的变化不敏感。
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