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标题: 鸟级别的人物在读one up on wall street,就是看我能读完否... [打印本页]

作者: 沧月小鱼    时间: 2011-6-26 23:37
标题: 鸟级别的人物在读one up on wall street,就是看我能读完否...
寒假没事上来瞎搞一下,
主旨如题
20110627
Background knowledge:
  Peter Lynch
  Fidelity's Magellan Fund
  dot.com
  share price's contributors
  dividend v.s. future growth
 
Lynch parlance:
  tenbagger


Content:
Rule of the thumb:    Research, Research, Research


Most dot.coms only have p without e (pe ratio)


Just because it is your favorite store or brand, it does not mean you have to put your money in. (e.g. Apple)


A company's shares could just dropped, dropped, dropped - "a cheap stock can always get cheaper."
it might raise again, "but assuming that will happen is wishing, not investing"


多半的结局是东西写的半拉拉的丢在这里,继续看我的书...


p.s. One up on Wall Street...
眼下的读后感,就当是重温corporate finance: theory and practice....
for that subject: Brealey's Principles of Corp. Fin. helps heaps.
看明日还来否...
我承认,我刚考完试闲的
作者: 沧月小鱼    时间: 2011-6-27 23:48
对比近日阅读的内容
昨日初始真的很屎
Snap shot of INTRODUCTION: THE ADVANTAGES OF DUMB MONEY

Rule no.1 of investment:
"stop listening to professionals"
  -  "any normal person using the customary three percent of the brain can pick stocks just as well, if not better, than the average Wall Street expert"

'Dumb money is only dumb when it listens to the smart money'

'...when you sip the coffee(in your favourite food shop), you're already doing the kind of fundamental analysis that they pay Wall Street analysts to do.'
  - 'Visiting stores and testing products is one of the critical elements of the analyst's job.'

Repeat:
stay away from the stuff you don't know...
Again, rule of the thumb: you don't invest what you don't know.
  - Research Research Research.....
     - Do your own R, do your own...

终于明白之前observing的成果该用在何地了...
observing
作者: 叶叶    时间: 2011-11-7 02:36
呵呵 这本书在我上mba的一门investment的课里,教授让我们课外都,然后写 essay和presentation了,呵呵 不错的一本书,就是有点老!




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