你必须寻找同时具备两个条件的公司：（1）股价便宜，但（2）致力于价值创造。

 

You have to look for companies that (a) are selling cheap but (b) are committed to value creation, to building book value per share, and to getting a good return on equity.

    ——戴维·希罗（David Herro，美国Oakmark International基金创始人）