2011年6月13日 星期一

大師秘笈

網誌分類:大師秘笈
網誌日期:2011-06-12

跟資深信報專欄作家曹仁超先生(人稱曹Sir)一樣,我喜歡看關於財經的書籍,現在誠意推介以下大師級的作品給大家。

- The Intelligent Investor by Benjamin Graham
- The Warren Buffett Way by Robert G. Hagstrom - The Essays of Warren Buffett Lessons for Investors and Managers by Lawrence A. Cunningham
- Value Investing from Graham to Buffett and Beyond by Bruce C. N. Greenwald, Judd Kahn, Paul D. Sonkin, Michael Van Biema
- Poor Charlie’s Almanack: the wit and wisdom of Charles T. Munger by Peter D. Kaufman
- Common Stocks and Uncommon Profits by Philip A. Fisher
- Soros on Soros Staying Ahead of the Curve by George Soros
- Beating the Street by Peter Lynch
- One Up On Wall Street by Peter Lynch
- A Bull in China by Jim Rogers
- Investing Against the Tide by Anthony Bolton
- Money Masters of Our Time by John Train
- the Elements of Investing by Charles D. Ellis
- the Little Book of Behavioural Investing by James Montier
- Extraordinary Popluar Delusions and the Madness of Crowds by Charles Mackay
- Reminiscences of a Stock Operator by Edwin Lefevre
- The Five Rules for Successful Stock Investing: Morningstar's Guide to Building Wealth and Winning in the Market
- Invest to Last 10 Timeless Principles by Tony Measor
- China Value 9 Investment Strategies by Tony Measor
- 證券分析實踐從香港經驗認識國企前景(林森池)
- 平民資本家市場錯價與股市泡沫(林森池)
- 論勢、論戰、論性(曹仁超)
- 一個投機者的告白(Andre Kostolany)

10 則留言:

  1. 請問價值投資者(初學者)看完你介紹的the five rules for successful stock investing,有了對基本價值投資的觀念,下一本/两本你會介紹?謝謝!

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  2. The Intelligent Investor by Benjamin Graham

    這是價值投資的Bible,不可不讀!

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    1. thanks :) 那common stock and uncommon profit 好像也適合新手?

      為何以上的list不推介 security analysis 和 You can be a stock market genius?

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  3. 想問一下:我明白不同行業要用不用的估值法,如果想多了解這方面,請問哪本書可幫助到我?我上網有看到:Equity valuation for analysts and investors,但不知好不好!有好的能介紹嗎?謝謝

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    1. 1. The Five Rules for Successful Stock Investing: Morningstar's Guide to Building Wealth and Winning in the Market

      2. 證券分析實踐從香港經驗認識國企前景(林森池)

      這两本都很好!

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    2. 多謝介紹!第一本去年已買,的確不錯,這本有介紹不同的估值法,亦分不同行業介紹!那我去書局找看看第二本!希望多方面學習!謝謝

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  4. 鐘兄你好,你介紹嘅Value Investing from Graham to Buffet and Beyond 我好鐘意依本書,亦覺得佢講嘅野有邏輯,但係用佢個方法係幾難搵到適合投資嘅股票。唔知你覺得佢講嘅估值方法有何感想? 會唔會要求過高/太過保守? 多謝!

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    1. Herman兄,從你的blog得知你很喜歡看財經書,為自己投資負責,值得一讃!
      我非常認同書中第三章(Valuation in Principle, Valuation in Practice)和第五章(Earnings Power Value:Assets Plus Franchise)討論「經濟專利」(Economic Franchise)的邏輯。我之前也寫過「如何尋找擁有經濟專利的公司」的文章,你可以參考一下。

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    2. Herman兄,因為要找到擁有經濟專利、護城河和增長的企業并不容易,一旦找到了,我自己傾向付出較高一點的估值分段買入,並長線持有。

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    3. 多謝鍾兄 :) 要搵好投資真係唔易…

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