What It Takes读后感锦集
《What It Takes》是一本由Stephen A. Schwarzman著作,Avid Reader Press / Simon & Schuster出版的Hardcover图书,本书定价:USD 21,页数:384,特精心从网络上整理的一些读者的读后感,希望对大家能有帮助。
●苏世民的成功绝非偶然,是他极强的进取心(drive)、主观能动性(entrepreneurship)和努力工作(hardwork)的共同产物。人生和职业中的贵人(mentorship)同样非常重要,能在关键节点指点迷津,少走弯路。
●诚如副标题所说
●Was initially attracted by the idea of building an AI institution in Yale and humanity one which studys moral impact of AI in Oxford. Very interesting with the 1st&2nd parts but the subprime mortgage crisis part is unbearably long and boring. Whole piece is fairly good and no worry any difficult financial words.
●A man who can make the world turn around him at his will.
●加油咯
●中文版审阅本。
●特别自我吹嘘,总在标榜他认识的人日后多么显赫。是我看过最失望的一本传记,没有丝毫对人生的思考和极少的对读者的启发。基本就是:看我认识的人多厉害,我做的决定多正确!虽然Shwarzmann一辈子做了很多杰出的事情,这本书写的好似一本流水账传销励志传记
●看采访的时候只觉得是个可爱温和的老头,看自传才能感受到这个人内心的锋芒。非常推荐这本书。
●黑石集团联合创始人苏世民先生刚好在十月来芝大布斯商学院做讲座,非常慷慨的赠送到场学生每人一本自己的新著作。我读完后被一些细节深深地触动,最深的莫过于他对整个大局观的把控,睿智的洞见;对于铸造一种公司气质和文化的不懈努力,还有就是一种换位思考和利他主义,要成为真正的大家,心胸还需要更加宽阔才行。
当今华尔街最有权势的人之一,白手起家成为大佬,他的自传当然值得一读。
2. 阅读后的收获、感受
若干瞬间都给我很深刻的印象,如年轻时的桀骜不驯、如若干关键时刻的风险控制(第一次募资close在87年股灾之前、巨型房地产资产包收购同一天转售部分资产实现风险对冲,若干次投资决策、IPO赶在08年金融危机之前……)
大佬之所以是大佬,年轻的时候就认识了很多未来的大佬。而这些人脉是如此重要。
3. 阅读此书后会采取哪些行动
彻底把LBO搞懂,多和LevFin的同事交流,也许不远的将来可以一起干几票大的,然后也许就能募资创业了。
4. 3个月后会做什么、有什么样的改变?
《What It Takes》读后感(二):【持续更新0420】啃完英文版做的中文笔记
由于对翻译的不信任,自己啃英文版,但用英文啃完的总觉得记不住,用中文再paraphrase一遍。不确定能啃完,主要是看一些评论说吹牛逼成分太多。其实我刚看完ch 1已经觉得有点在吹了,看看再说吧。
【0420】知道苏世民是因为苏世民学院,知道苏世民学院是因为抖音上一个很帅的小哥哥。只知道名字的时候还以为是中国学者。最近这个名字又被各大媒体吹爆,就觉得看一看这本书。
CH 1 Go Big 要玩就玩大的
出生于中产家庭,祖传卖窗帘的商店,有个双胞胎兄弟,家庭关系比较和睦。
高中成绩很好,学生会主席,校田径队运动员,短跑成绩全美排的上号。
考大学的时候想去哈佛但被wait list了,退而求其次去了耶鲁。曾致电给哈佛招生办,“我很优秀你必须录取我,耶鲁已经录取我了”“我不跟学生直接通话,我们今年已经招满了”“我以后一定会成功的,你必须录取我”“你相信你会成功的,你就在耶鲁待着吧”。
在耶鲁期间,一开始成绩也不行,田径也不练了,人生地不熟,但想要混进学校里牛逼的社团,被大家关注。从始至终的奋斗动力是泡妞。当时耶鲁没有女生,暑假做船员打工泡妞,开学后为了自己泡妞以及为了方便大家泡妞,组织了一个芭蕾社团,打着艺术的旗号组织本校男生和外校女生一起活动。最后组织了一次请愿,让效仿废除了延续200多年的不许女生在男生宿舍留宿的规定,从此在耶鲁走上人生巅峰,成为兄弟们心目中的英雄。
《What It Takes》读后感(三):百仕通投资者关系战略书籍
百仕通的成功毋庸置疑。苏世民依靠自己在华尔街的十几年打拼为基础,并借助Pete的影响力和政治人脉以及自身耶鲁和哈佛的圈子,以一己之力打造出了百仕通的咨询业务,并成功开疆辟土至私募股权投资,房地产投资,信贷投资以至于成为非公开市场投资之王。
不能否认书本的很多道理,无论是苏世民经历的各种案例事件所带出来的行业知识,还是通过这些人生片段给读者带来的道理启示都是很有启发意义的。
但是本书总体的IR包装意味太过浓厚,包装的是百仕通和百仕通的苏世民或者苏世民的百仕通。精致的有些不太真实。华尔街或许有真善美,但是百仕通的三十多年不太可能没有腥风血雨,无论是内部还是外部因素。书中的成功似乎是线性的,除了一两个失败的例子加上一两个错失的机会,似乎找不到任何明显挫折。作者对个人生活也一笔带过,似乎个人生活就是慈善事业了,无论是肯尼迪中心还是后续的苏世民基金会等等。其实慈善事业的功利性一看也很明显。
全书很遗憾找不到一个真正有血有肉的苏世民。作者一直强调自己的企业家身份,真正的企业家是有很多故事可以叙述的。这些故事最后成就了他和企业。很多实业企业家似乎愿意揭短也更愿意分享创业时期的辛酸苦辣,但这本书似乎有种明显的倾向避免记录这些事件。全书最后感谢一章即有14页之长,基本上感谢了所有有头有脸和苏有过交集的重要人物。更明确了这本书是IR至上。
前两周看到中文版也出了。作者也不遗余力的通过各种形式来软推销这本书。推销的更毫无疑问是百仕通。提醒一些年轻朋友,书里有些内容是包装过的,务必仔细阅读后,咀嚼完了,该吐出来的吐出来,精华是有的,但渣是不少的。
.S.书里90年代到21世纪初各个华尔街机构的人事关系倒是值得梳理。
《What It Takes》读后感(四):从别样的视角读黑石创始人自传
两位创始人都推出了自己的传记。左边的中文版即为《苏世民--我的经验与教训》。持续思考和分享,请关注我的微信公众号【海边流浪哈哈喂】,获得更多的原创思维
最近有本书特别火,是黑石集团创始人Schwarzman(中文名:苏世民)写的自传,讲述他如何白手起家达成今日的成就。作者本人笑称,这本花了两年时间集中精力写的书,按他的收入一年7-8亿美元来算,价值15亿。“成本”这么高的书,自然让人想看看其“价值”如何。
此外,也看了黑石集团另外一位创始人Pete Peterson(彼得)的自传。彼得比苏世民年长21岁,曾任雷曼董事长,正是在雷曼时期,他们开始了密切的合作,之后又一起合作到退休。两本书一起读,可以发现对于同一件事,两位创始人之间也有不同的思考和侧重描述,反映出两人的利益、性格、格局的区别。令人惊奇的是,两位在书中给对方的篇幅并不算多。
在书中,苏世民用大篇幅仔细讲述了黑石发展历史上决定性的几个大型的交易。对于这类复杂的交易,他三次重复强调了他的策略:先充分了解细节,再抽离出来看,找到影响交易的最关键的几个变量。我们以“原汤化原食”,或者“以彼之道,还施彼身”的方法,尝试用他的办法从几十万字中抽离出一些精髓。
01 观点与事实
从信息的角度来看,一本自传的好坏,取决于客观事实和主观观点是不是结合得恰当。如果只讲作者的经历,那么类似在讲故事;如果只有作者的评论,那么就是在讲课。按这个标准来说,苏世民的自传是本高水平的书。既有数字和案例,也有回忆与总结。
然而,退一步来说,每个人都天然地想把自己的行为正确化,更何况是一名成功的商人。花了巨大的成本来写一本关于自己的书,没有动机把自己的负面形象展现出来。因此,书中的叙事体系对读者形成了一定的挑战。
这里举两个例子来说明。巴菲特在公布的2019年致股东信中再次表示,回顾他77年的投资历史,他和芒格高兴地承认,伯克希尔的成功在很大程度上只是搭了美国经济的顺风车。但在苏世民与彼得的书中,似乎基本上没有类似的表述;有的只是为国奉献的内容。从其中某章的标题可见一斑-- Answer When Your Country Calls(意为国召则应,中信版本居然翻译成了“斡旋”)。
第二个例子是关于2018年起的中美贸易战。苏世民作为美国代表,这一年8次来到中国。他说:“美国并不想限制中国的发展,但是想要和中国更新贸易关系,来让它更加公平和更能反应两国现在的经济地位。”后来,中兴事件、华为事件、互加关税、多轮谈判的事情,大家都知道了。对于中国来说,无论如何难以看出更加“公平”了。这些言论,只不过是为了代表自身利益,而形成的叙事手法罢了。
读者的任务就是去关掉美颜和滤镜,深度思考其成功多少是源于能力,又有多少是因为运气;代表了谁的利益,又或者说目标读者是谁。这个揭露或者解蔽 (revealing or uncovering)的过程, 并不是让读者陷入虚无,或者认为作者是个骗子,而是让人看清楚自己所处的位置,并以自己的方式真正读懂。
02 高维的优势
不可否认,黑石集团非常成功,创造了巨大的超额收益。从苏世民和彼得的书中,可以看到“高维度”的巨大优势。
彼得从实业起家,三十出头便当上CEO,后来自愿减薪从政,位至商务部长。在白宫受到排挤之后才转入金融,在雷曼和黑石之后,又把精力主要放在美国的外交活动上。苏世民则是毕业后在投行DLJ工作,当时从未学过金融的他一头雾水,很快转去了部队服役,后来在雷曼工作后创立黑石,并且兼任肯尼迪中心(艺术表演中心)的主席。
可以看到他们充分尝试各个新领域,从来不限制自身发展的路径,遇到发展的阻碍时,可以迅速放弃沉没成本,跳过障碍,而不是花费巨大的时间和精力和某个敌人或者问题战斗。这是一种高维度的思维方式,特征之一就是不会被某个特定的问题困住,以低成本的方式解决问题,或者直接避开问题。
低维度的思考方式是危险的,典型的例子就是传统的选旺铺做生意。一但由于病毒、拆迁、修路等各种原因导致人流大幅减少,铺子就会很快开不下去。而在线上销售的产品,由于可以在多种平台推广,很难遇到销售渠道被堵死的情况。用《黑天鹅》一书作者塔布勒的术语来说,后一种显然更为“反脆弱”。
以股票投资为例,主题炒作也是一种低维度的手段。思考一下,主题炒作赚的是谁的钱?盈利来源单一,主要是赚其他也相信此主题的投资者的钱。仅仅因为主题热度下降,或者缺少后续资金流入,就可能被迫承担巨大损失。同理,有时间的话,可以思考一下其他投资策略的维度孰高孰低:高频、长期、逆向、定投、价值、成长、套利、看中央新闻、打听小道消息...
03 人才的价值
黑石成功的另外一个关键是拥有优秀的人才,而且在招聘时只想招足够优秀的人才。苏世民认为,8分的人才可以做好被交代的事务;9分的人才可以发展策略并做好执行,与一群9分的人共事可以打败竞争者。但10分的人才能够主动感知问题、寻找答案、在没有人告诉他们应该怎么做的情况下带领公司进入新的领域。
与此恰恰相反,马云曾经表示:“我们不招最好的学生,只招最合适的学生。”为何区别如此之大呢?个人认为,因为行业不同,投资是个“弱检验”的游戏,必须要用最好的人才。
何为“弱检验”?通过观察结果,难以推断玩家的能力。举例来说,柯洁与AlphaGo对弈,输;我与AlphaGo对弈,也输。巴菲特投资航空股,亏;散户投资航空股,也亏。相同的结果,难以区分能力。但若有人以此来认为自己水平和巴菲特差不多,那可就闹了大笑话。“弱检验”的市场,往往有许多鱼目混珠的人,但要想长期生存,就只能选用最优秀的人才。
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《What It Takes》读后感(五):书中类似<Principles>部分的节选
书中最后一部分给出了类似Ray Dalio在《原则》一书中给出的原则。摘要如下,这部分可以看作是本书想要传达理念的概括性总结,书中讲述的各种故事,是为了说明一下的道理。然而诚然,我们知道了很多道理,依然过不好这一生,所以,just do it.
25 RULES FOR WORK AND LIFE
1.It’s as easy to do something big as it is to do something small, so reach for a fantasy worthy of your pursuit, with rewards commensurate to your effort.
2.The best executives are made, not born. They never stop learning. Study the people and organizations in your life that have had enormous success. They offer a free course from the real world to help you improve.
3.Write or call the people you admire, and ask for advice or a meeting. You never know who will be willing to meet with you. You may end up learning something important or form a connection you can leverage for the rest of your life. Meeting people early in life creates an unusual bond.
4.There is nothing more interesting to people than their own problems. Think about what others are dealing with, and try to come up with ideas to help them. Almost anyone, however senior or important, is receptive to new ideas provided they are thoughtful.
5.Every business is a closed, integrated system with a set of distinct but interrelated parts. Great managers understand how each part works on its own and in relation to all thethe others.
6.Information is the most important asset in business. The more you know, the more perspectives you have, and the more likely you are to spot patterns and anomalies before your competition. So always be open to new inputs, whether they are people, experiences, or knowledge.
7.When you’re young, only take a job that provides you with a steep learning curve and strong training. First jobs are foundational. Don’t take a job just because it seems prestigious.
8.When presenting yourself, remember that impressions matter. The whole picture has to be right. Others will be watching for all sorts of clues and cues that tell who you are. Be on time. Be authentic. Be prepared.
9.No one person, however smart, can solve every problem. But an army of smart people talking openly with one another will.
10.People in a tough spot often focus on their own problems, when the answer usually lies in fixing someone else’s.
11.Believe in something greater than yourself and your personal needs. It can be your company, your country, or a duty for service. Any challenge you tackle that is inspired by your beliefs and core values will be worth it, regardless of whether you succeed or fail.
12.Never deviate from your sense of right and wrong. Your integrity must be unquestionable. It is easy to do what’s right when you don’t have to write a check or suffer any consequences. It’s harder when you have to give something up. Always do what you say you will, and never mislead anyone for your own advantage.
13.Be bold. Successful entrepreneurs, managers, and individuals have the confidence and courage to act when the moment seems right. They accept risk when others are cautious and take action when everyone else is frozen, but they do so smartly. This trait is the mark of a leader.
14.Never get complacent. Nothing is forever. Whether it is an individual or a business, your competition will defeat you if you are not constantly seeking ways to reinvent and improve yourself. Organizations, especially, are more fragile than you think.
15.Sales rarely get made on the first pitch. Just because you believe in something doesn’t mean everyone else will. You need to be able to sell your vision with conviction over and over again. Most people don’t like change, so you need to be able to convince them why they should accept it. Don’t be afraid to ask for what you want.
16.If you see a huge, transformative opportunity, don’t worry that no one else is pursuing it. You might be seeing something others don’t. The harder the problem is, the more limited the competition, and the greater the reward for whomever can solve it.
17.Success comes down to rare moments of opportunity. Be open, alert, and ready to seize them. Gather the right people and resources; then commit. If you’re not prepared to apply that kind of effort, either the opportunity isn’t as compelling as you think or you are not the right person to pursue it.
18.Time wounds all deals, sometimes even fatally. Often the longer you wait, the more surprises await you. In tough negotiations especially, keep everyone at the table long enough to reach an agreement.
19.Don’t lose money!!! Objectively assess the risks of every opportunity.
20.Make decisions when you are ready, not under pressure. Others will always push you to make a decision for their own purposes, internal politics, or some other external need. But you can almost always say, “I need a little more time to think about this. I’ll get back to you.” This tactic is very effective at defusing even the most difficult and uncomfortable situations.
21.Worrying is an active, liberating activity. If channeled appropriately, it allows you to articulate the downside in any situation and drives you to take action to avoid it.
22.Failure is the best teacher in an organization. Talk about failures openly and objectively. Analyze what went wrong. You will learn new rules for decision making and organizational behavior. If evaluated well, failures have the potential to change the course of any organization and make it more successful in the future.
23.Hire 10s whenever you can. They are proactive about sensing problems, designing solutions, and taking a business in new directions. They also attract and hire other 10s. You can always build something around a 10.
24.Be there for the people you know to be good, even when everyone else is walking away. Anyone can end up in a tough situation. A random act of kindness in someone’s time of need can change the course of a life and createan unexpected friendship or loyalty.
25.Everyone has dreams. Do what you can to help others achieve theirs.