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The Changeling
Oe introduces Kogito Choko, a writer in his early sixties, as he rekindles a childhood friendship with his estranged brother-in-law, the renowned filmmaker Goro Hanawa. Goro sends Kogito a trunk of tapes he has recorded of reflections about their friendship, but as Kogito is listening one night, he hears something odd. "I'm going to head over to the Other Side now," Goro says, and then Kogito hears a loud thud. After a moment of silence, Goro's voice continues: "But don't worry, I'm not going to stop communicating with you." Moments later, Kogito's wife rushes in; Goro has jumped to his death. With that, Kogito begins a far-ranging search to understand what drove his brother-in-law to suicide. His quest takes him from the forests of southern Japan to the washed-out streets of Berlin, where Kogito confronts the ghosts from his own past and that of his lifelong, but departed, friend.雪球专刊·国庆特刊05·股市进阶之道
2年前我曾在微博中对初涉企业投资分析的朋友提出一个建议:不要陷入到企业零散信息的汪洋大海中去也不要纠缠什么价值or成长,而是集中火力去想清楚三个问题:第一,到底什么才是一个好生意?第二,好生意是不是就是好企业?第三,好生意好企业为何也可能变成糟糕的投资?本质不搞清楚,再努力也是在面儿上。