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List'，筛合伙人，筛供货商，慢慢地就会攒下好圈子，长期来看很有价值。\"",[383,477,478,481],{},[387,479,480],{},"不攻击对手","：段永平明确提出\"不攻击对手\"作为不为清单的一部分：\"我觉得互相攻击是种不健康的行为，做企业要有点风度，攻击对手恰恰是没有自信的表现。\"",[383,483,484,487],{},[387,485,486],{},"投资中不用margin","：段永平多次强调投资不能用杠杆。他说：\"比如说欺诈的事不能做，投资不能用margin等。\"这是投资领域的\"不做什么\"。",[383,489,490,493],{},[387,491,492],{},"段永平\"不教人做什么\"","：他本人也践行这一原则：\"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。\"",[379,495,496],{"id":496},"常见误解",[383,498,499],{},[387,500,501],{},"误解一：\"不做什么就是消极保守\"",[383,503,504],{},"段永平纠正说，\"不做什么\"是一种主动选择和战略判断，与消极保守无关。知道什么不该做，恰恰需要深刻的洞察和强大的自律。",[383,506,507],{},[387,508,509],{},"误解二：\"照段永平说的去做就行了\"",[404,511,512],{},[383,513,514],{},"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？\n——投资问答录",[383,516,517],{},[387,518,519],{},"误解三：\"不做什么只适用于企业经营\"",[383,521,522,523,525],{},"段永平将\"不做什么\"延伸到投资、人生等各个领域。在投资中，不做什么指的是不在",[447,524,22],{"href":449},"外投资、不用margin、不频繁交易等。在人生中，不做不该做的事，差异会大大超出想象。",[379,527,528],{"id":528},"思想演变",[413,530,532],{"id":531},"_2000年代企业层面的stop-doing-list","2000年代：企业层面的Stop 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List",[383,534,535,536,538],{},"在",[387,537,401],{},"经营中，\"不做什么\"主要体现为企业纪律：不做不诚信的事、不攻击对手、不追求不健康的增长。",[413,540,542,543,545],{"id":541},"_2010年代与巴菲特投资哲学融合","2010年代：与",[387,544,393],{},"投资哲学融合",[383,547,548,549,551,552,554,555,557],{},"段永平将\"不做什么\"与",[387,550,393],{},"的投资纪律结合，提出\"学",[387,553,393],{},"最重要的是学他不做什么\"。同时将其与",[447,556,22],{"href":449},"概念打通——不在能力圈外做事就是最重要的\"不做什么\"。",[413,559,561],{"id":560},"_2020年代上升为人生哲学","2020年代：上升为人生哲学",[383,563,564,565,568,569,572],{},"2025年在多个场合，段永平继续强调\"不做什么\"是成功的关键因素。他将\"不做什么\"与",[447,566,5],{"href":567},"\u002Fbenfen","、",[447,570,14],{"href":571},"\u002Fzuoduideshiqing","融为一体，形成了完整的决策框架。",[379,574,575],{"id":575},"原话引用",[404,577,578],{},[383,579,408],{},[404,581,582],{},[383,583,421,584,424],{},[387,585,393],{},[404,587,588],{},[383,589,590,591,593],{},"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",[387,592,397],{},"讲的如何赚20000亿美金的例子。\n——2010-06-07",[404,595,596],{},[383,597,442,598,445,600,602,603,605,606,608,609,611],{},[387,599,393],{},[447,601,22],{"href":449},"不同。",[387,604,393],{},"说知道自己",[447,607,22],{"href":449},"有多大比",[447,610,22],{"href":449},"有多大要重要的多。\n——2011-10-23",[404,613,614],{},[383,615,616,617,619,620,622],{},"所以说最重要的是我不做什么，",[387,618,393],{},"不做什么。你想学人怎么做是不可能的，因为每个人的",[447,621,22],{"href":449},"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。\n——2011-10-04",[404,624,625],{},[383,626,627],{},"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。\n——投资问答录",[404,629,630],{},[383,631,632,635],{},[447,633,34],{"href":634},"\u002Fxiaofeizhedaoxiang","放之四海而皆准。技巧的东西谁都可以学，但我们之所以成为我们，除了我们一直努力做的事情外，我们不做某些事情的决定也同样重要。\n——2019-06-10",[404,637,638],{},[383,639,640],{},"花大量的时间，做大量的练习，从错误中学习……学习最重要的是要用心。……其实知道自己不做什么很多时候也很重要哈。\n——投资问答录",{"title":642,"searchDepth":12,"depth":12,"links":643},"",[644,645,651,652,653,659],{"id":381,"depth":12,"text":381},{"id":411,"depth":12,"text":411,"children":646},[647,648,649,650],{"id":415,"depth":16,"text":416},{"id":427,"depth":16,"text":428},{"id":436,"depth":16,"text":437},{"id":453,"depth":16,"text":454},{"id":462,"depth":12,"text":462},{"id":496,"depth":12,"text":496},{"id":528,"depth":12,"text":528,"children":654},[655,656,658],{"id":531,"depth":16,"text":532},{"id":541,"depth":16,"text":657},"2010年代：与巴菲特投资哲学融合",{"id":560,"depth":16,"text":561},{"id":575,"depth":12,"text":575},null,"\"不做什么\"是段永平经营哲学和投资哲学的核心概念之一，与\"Stop Doing List\"（不为清单）密切相关。这一思想受巴菲特和芒格影响，并在步步高系企业经营中得到长期实践。段永平最早在投资问答录中...","md",{},true,"\u002Fdao\u002Fconcepts\u002Fbuzuoshenme",{"title":26,"description":661},"段永平谈不做什么：\"不做什么\"是段永平经营哲学和投资哲学的核心概念之一，与\"Stop Doing List\"（不为清单）密切相关。这一思想受巴菲特和芒格影响，并在步步高系企业经营中得到长期实践。段永平最早在投资问答录中...","不做什么｜大道总纲","dao\u002Fconcepts\u002Fbuzuoshenme","N-xLn-tV-hJIFGVLpPV6Z0Z6wc0NJtPs4vA6c3eWHYo","dao",1778608453518]