tag:blogger.com,1999:blog-1491809123398979739.post90878547939964514..comments2024-03-10T11:10:02.660+08:00Comments on 股壇老兵鍾記 長勝之道: 培養逆向思維股壇老兵鍾記http://www.blogger.com/profile/07093066867147384620noreply@blogger.comBlogger24125tag:blogger.com,1999:blog-1491809123398979739.post-63156136431103588612019-12-19T08:50:02.977+08:002019-12-19T08:50:02.977+08:00匿名兄客氣了。通過了解投資者的不理性行為,對成功投資有莫大的幫助呢!這是行為金融學的範籌。匿名兄客氣了。通過了解投資者的不理性行為,對成功投資有莫大的幫助呢!這是行為金融學的範籌。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-75311612502089942102019-12-18T13:33:18.249+08:002019-12-18T13:33:18.249+08:00多謝鍾sir 回應,不理性和情感終會影響判斷力,我亦身同感受。多謝鍾sir 回應,不理性和情感終會影響判斷力,我亦身同感受。Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-43709112795543004022019-12-17T11:44:44.793+08:002019-12-17T11:44:44.793+08:00匿名兄:市場不是永遠都有效,有時候都會失效(尤其是在極度貪婪和恐懼的情況下),為價值投資者帶來機會。...匿名兄:市場不是永遠都有效,有時候都會失效(尤其是在極度貪婪和恐懼的情況下),為價值投資者帶來機會。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-38799303496206684362019-12-14T12:52:34.533+08:002019-12-14T12:52:34.533+08:00鍾sir 你好,想請問一下你如何看待有效市場假說和行為金融學? 鍾sir 你好,想請問一下你如何看待有效市場假說和行為金融學? Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-46994082425951999432019-11-21T19:02:24.471+08:002019-11-21T19:02:24.471+08:00Ch Liu兄:「最悲觀的時刻正是買進的最佳時機,最樂觀的時刻正是賣出的最佳時機。」正正是逆向思維得...Ch Liu兄:「最悲觀的時刻正是買進的最佳時機,最樂觀的時刻正是賣出的最佳時機。」正正是逆向思維得出的投資策略。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-85260092365532366612019-11-08T23:18:16.308+08:002019-11-08T23:18:16.308+08:00John Templeton有一位也從事投資的姪女Lauren Templeton,她與Scott ...John Templeton有一位也從事投資的姪女Lauren Templeton,她與Scott Phillips於2008年合著一本書,書名叫做Investing the Templeton Way: The Market-Beating Strategies of Value Investing's Legendary Bargain Hunter。我讀的是中文譯本,書名叫做《邓普顿教你逆向投资:牛市和熊市都稳赚的长赢投资法》。95歲高齡的John Templeton本人在書前為這本書寫了一篇精彩的《序》。《序》的最後一段話尤其精彩,John Templeton說:<br />牛市在悲觀中誕生,在懷疑中成長,在樂觀中成熟,在興奮中死亡。最悲觀的時刻正是買進的最佳時機,最樂觀的時刻正是賣出的最佳時機。 ch liuhttps://www.blogger.com/profile/01201021181210079869noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-65285260765694310712019-11-08T16:31:22.058+08:002019-11-08T16:31:22.058+08:00Darwin兄:不客氣。Darwin兄:不客氣。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-22110128027569107202019-11-08T12:42:19.803+08:002019-11-08T12:42:19.803+08:00感謝鍾兄分享,多睇你的文章在貪婪恐懼時更加冷靜!感謝鍾兄分享,多睇你的文章在貪婪恐懼時更加冷靜!生活投資小記-Darwinhttps://www.blogger.com/profile/17415284589979182612noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-9807472364990377062019-11-07T21:45:48.054+08:002019-11-07T21:45:48.054+08:00Oscar兄:不客氣。Oscar兄:不客氣。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-37358758182157297862019-11-07T21:45:33.464+08:002019-11-07T21:45:33.464+08:00霸刀兄加油!霸刀兄加油!股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-64238168453750863572019-11-07T21:42:11.512+08:002019-11-07T21:42:11.512+08:00謝謝Ch Liu兄的推薦。
“Dreman reveals a proven, systematic...謝謝Ch Liu兄的推薦。<br />“Dreman reveals a proven, systematic, and safe way to beat the market by buying stocks of good companies when they are currently out of favor.”非常同意這句說話。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-49440689125604492622019-11-07T21:24:13.449+08:002019-11-07T21:24:13.449+08:00匿名兄:要培養“背棄大眾”的勇氣,紀律相當重要,其次是財商和經驗。
一般來說,我自己設定安全邊際的R...匿名兄:要培養“背棄大眾”的勇氣,紀律相當重要,其次是財商和經驗。<br />一般來說,我自己設定安全邊際的Rule of Thumb大約是30%。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-13878134797789731342019-11-07T21:17:58.023+08:002019-11-07T21:17:58.023+08:00賽烈士兄:價值投資觀念非常合乎邏輯呢!賽烈士兄:價值投資觀念非常合乎邏輯呢!股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-8413886158756979712019-11-07T21:16:04.688+08:002019-11-07T21:16:04.688+08:00雲地兄:假如投資者懂得利用別人的恐懼和貪婪,多了解估值,便可以增加做到「低買高賣」的機會。雲地兄:假如投資者懂得利用別人的恐懼和貪婪,多了解估值,便可以增加做到「低買高賣」的機會。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-32388878026341918722019-11-07T21:11:20.556+08:002019-11-07T21:11:20.556+08:00窮查理的信徒 - SPY兄:下次要再早一點,哈哈!窮查理的信徒 - SPY兄:下次要再早一點,哈哈!股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-90980582441127341132019-11-07T21:10:23.591+08:002019-11-07T21:10:23.591+08:00lo lo兄:不客氣。有用的理念要不斷重溫呢!lo lo兄:不客氣。有用的理念要不斷重溫呢!股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-59956175298177545922019-11-06T11:58:45.055+08:002019-11-06T11:58:45.055+08:00多謝鍾兄的分享~~~~~~多謝鍾兄的分享~~~~~~Oscar211https://www.blogger.com/profile/15351801190358911939noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-10026086391165956942019-11-06T04:15:27.821+08:002019-11-06T04:15:27.821+08:00最近我都發現,坊間很多人都教人怎樣看大市來買投票,甚至我身邊有朋友都話價值投資法是過時,導致我都一時...最近我都發現,坊間很多人都教人怎樣看大市來買投票,甚至我身邊有朋友都話價值投資法是過時,導致我都一時迷茫起來,不過我都係學好投資的基本功先。霸刀noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-64548740054389818912019-11-05T23:41:27.975+08:002019-11-05T23:41:27.975+08:00長期打敗大盤的價值投資者David Dreman,2012年出版了Contrarian Invest...長期打敗大盤的價值投資者David Dreman,2012年出版了Contrarian Investment Strategies: The Psychological Edge,這本書事實上是Contrarian Investment Strategies - The Next Generation的升級版。在The Next Generation書名下的副標題就是:<br />Beat the Market by Going Against the Crowd<br />他在1970年代晚期已經提出逆向投資策略,具備50年的實戰經驗與理論架構,一般稱他為“逆向投資之父”。推薦!ch liuhttps://www.blogger.com/profile/01201021181210079869noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-19476605392008192992019-11-05T21:03:26.433+08:002019-11-05T21:03:26.433+08:00請問鐘Sir應如何培養“背棄大眾”的勇氣,每次想大跌市想入貨時都好猶豫。
另外,最近跌市想買入心儀股...請問鐘Sir應如何培養“背棄大眾”的勇氣,每次想大跌市想入貨時都好猶豫。<br />另外,最近跌市想買入心儀股票,卻發現股價遲遲未跌落自設的安全邊際,等下等下股價又升番。請問鐘Sir應如何設立適合的安全邊際範圍。freemanhttps://www.blogger.com/profile/06034886385172827618noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-92144924163036823332019-11-05T18:07:00.014+08:002019-11-05T18:07:00.014+08:00鍾兄的價值投資觀念非常認同。鍾兄的價值投資觀念非常認同。賽烈士https://www.blogger.com/profile/07096248250367072738noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-55643233109757139672019-11-05T15:12:56.683+08:002019-11-05T15:12:56.683+08:00有很多投資方法可以令我們賺一次錢,但要長期賺錢,低買高賣始終是最有效的方法。有很多投資方法可以令我們賺一次錢,但要長期賺錢,低買高賣始終是最有效的方法。窮小子雲地https://www.blogger.com/profile/04389084113583910258noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-89512812860519357702019-11-05T14:52:17.092+08:002019-11-05T14:52:17.092+08:00我搶到梳化嗎??我搶到梳化嗎??窮查理的信徒 - SPYhttps://www.blogger.com/profile/16047341276565351180noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-37075307662890091802019-11-05T13:57:04.797+08:002019-11-05T13:57:04.797+08:00謝分享,溫故知新 。謝分享,溫故知新 。lolohttps://www.blogger.com/profile/10535766541843761706noreply@blogger.com