tag:blogger.com,1999:blog-1491809123398979739.post3246470797352957389..comments2024-03-10T11:10:02.660+08:00Comments on 股壇老兵鍾記 長勝之道: 投資之道股壇老兵鍾記http://www.blogger.com/profile/07093066867147384620noreply@blogger.comBlogger23125tag:blogger.com,1999:blog-1491809123398979739.post-33476155400856376332018-04-24T11:20:24.885+08:002018-04-24T11:20:24.885+08:00學人兄:對的,作者並不建議用DCF作為估值工具,反而提出了Reverse-engineered DC...學人兄:對的,作者並不建議用DCF作為估值工具,反而提出了Reverse-engineered DCF作為替代。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-87918199571404478442018-04-24T11:11:09.940+08:002018-04-24T11:11:09.940+08:00Roy兄:不客氣。
Roy兄:不客氣。<br />股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-62026478413961095252018-04-24T11:03:13.675+08:002018-04-24T11:03:13.675+08:00Ken:影響應該不大。Ken:影響應該不大。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-87209954320295981842018-04-23T22:47:49.293+08:002018-04-23T22:47:49.293+08:00謝覆,鍾兄的三本著作小弟當然已拜讀了,不過Value Investing作者的看法,是就算有專業能力...謝覆,鍾兄的三本著作小弟當然已拜讀了,不過Value Investing作者的看法,是就算有專業能力去駕馭數據假設和計算,也認為DCF容易失準到不見議用來作估值工具。學人https://www.blogger.com/profile/05357981306949229209noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-37737879573157077902018-04-23T21:14:36.127+08:002018-04-23T21:14:36.127+08:00多謝分享!😀
可是小第對第5及第6點有些疑惑,當中好像有矛盾之處。多謝分享!😀<br />可是小第對第5及第6點有些疑惑,當中好像有矛盾之處。Royhttps://www.blogger.com/profile/13308960702568669545noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-22189137232409971142018-04-23T20:38:30.335+08:002018-04-23T20:38:30.335+08:00鍾sir,近來中興不能買美國晶片而大受影響,可見對外國晶片的依賴都幾大,對於金蝶,金山這些科網企業,...鍾sir,近來中興不能買美國晶片而大受影響,可見對外國晶片的依賴都幾大,對於金蝶,金山這些科網企業,晶片的供應會是一個風險因素嗎?<br />謝謝!<br />KENAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-66746675382804078582018-04-23T10:59:40.139+08:002018-04-23T10:59:40.139+08:00對 溫故知新💪對 溫故知新💪Curt 價值投資真義https://www.blogger.com/profile/16267358269405934886noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-23886046543495013122018-04-23T09:53:42.012+08:002018-04-23T09:53:42.012+08:00Ken:金蝶雲是公司未來盈利的驅動力(Driver),潛力巨大。金山軟件和金蝶都是我的愛股,兩隻我都...Ken:金蝶雲是公司未來盈利的驅動力(Driver),潛力巨大。金山軟件和金蝶都是我的愛股,兩隻我都會長線持有。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-22615229842907480052018-04-23T09:49:42.259+08:002018-04-23T09:49:42.259+08:00好的,財務自由兄。好的,財務自由兄。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-31253743654323167772018-04-23T09:47:52.860+08:002018-04-23T09:47:52.860+08:00學人兄:有關DCF的估價工具,在我的第二本書《選股與估值》有比較詳細的討論,不妨參考一下。總的來說,...學人兄:有關DCF的估價工具,在我的第二本書《選股與估值》有比較詳細的討論,不妨參考一下。總的來說,由於DCF需要預測公司未來幾年的自由現金流、計算終值及加權平均資金成本等數據,對於業餘投資者或散戶來說,可能太過複雜,未必適合。<br />股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-39950392362627244832018-04-23T09:39:01.878+08:002018-04-23T09:39:01.878+08:00謝謝Ch Liu兄的資訊。謝謝Ch Liu兄的資訊。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-88594276258683394812018-04-23T09:27:45.642+08:002018-04-23T09:27:45.642+08:00curt:這本書算是投資經典,值得一看再看。curt:這本書算是投資經典,值得一看再看。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-39675468696178956482018-04-22T22:23:33.285+08:002018-04-22T22:23:33.285+08:00鍾sir,金蝶268有咩產品及服務是有潛力市場,可以為佢大幅增加盈利?令其成為潛力股,而如在只金山,...鍾sir,金蝶268有咩產品及服務是有潛力市場,可以為佢大幅增加盈利?令其成為潛力股,而如在只金山,金蝶選一間,你會選邊間?<br />謝謝<br />KENAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-80636394470360652612018-04-22T15:59:46.583+08:002018-04-22T15:59:46.583+08:00作者已經移除這則留言。Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-38291152121299496752018-04-22T14:13:46.970+08:002018-04-22T14:13:46.970+08:00謝謝鍾兄的好書分享介紹,我當然跟著鍾兄步乏快速瀏覽一下這書。請問鍾兄是否同意作者在第五章所說 “Da...謝謝鍾兄的好書分享介紹,我當然跟著鍾兄步乏快速瀏覽一下這書。請問鍾兄是否同意作者在第五章所說 “Dangers of DCF”?學人https://www.blogger.com/profile/05357981306949229209noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-12835595294669363902018-04-21T13:15:02.503+08:002018-04-21T13:15:02.503+08:00謝謝分享!
這本書大陸有中文譯本:
《价值投资:通往理性投资之路》
https://www.amaz...謝謝分享!<br />這本書大陸有中文譯本:<br />《价值投资:通往理性投资之路》<br />https://www.amazon.cn/dp/B004VILHZY<br />想在你的iPad或電腦上讀,可在這裡下載一本PDF檔的簡體本,網速有點兒慢,地址是:<br />https://pan.baidu.com/s/1gdyERsf<br />ch liuhttps://www.blogger.com/profile/01201021181210079869noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-30697357358031676262018-04-20T20:51:07.306+08:002018-04-20T20:51:07.306+08:00感謝鍾兄分享,近日在看有關投資與人生最重要的事(霍華.馬克斯)有感而發,現在開始一半現金,一半持股。...感謝鍾兄分享,近日在看有關投資與人生最重要的事(霍華.馬克斯)有感而發,現在開始一半現金,一半持股。Curt 價值投資真義https://www.blogger.com/profile/16267358269405934886noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-82584683060921179022018-04-20T18:53:15.145+08:002018-04-20T18:53:15.145+08:00多謝lo lo兄。多謝lo lo兄。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-43142523575953190012018-04-20T18:53:00.403+08:002018-04-20T18:53:00.403+08:00Yim兄:不客氣。Yim兄:不客氣。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-65199278349494568472018-04-20T18:52:11.475+08:002018-04-20T18:52:11.475+08:00Oscar兄:
原則四:舉個例子,我選擇股票的時候,不一定要是恒生指數成分股。
原則九:通過『從上而...Oscar兄:<br />原則四:舉個例子,我選擇股票的時候,不一定要是恒生指數成分股。<br />原則九:通過『從上而下』(Top-down Approach)的宏觀分析,作出適合的資產配置和板塊分配。通過『從下而上』(Bottom-up Approach)選股,專注投資擁用持續性競爭優勢的企業。<br />股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-40196103933464036502018-04-20T14:38:13.866+08:002018-04-20T14:38:13.866+08:00thanks for sharing.thanks for sharing.lolohttps://www.blogger.com/profile/10535766541843761706noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-45626524504707806432018-04-20T13:58:54.233+08:002018-04-20T13:58:54.233+08:00感謝鍾兄的分享,經常警惕我們関於股票市場的恐險,要避開價值陷阱和投資前要做足功課。
感謝及感恩認識鍾...感謝鍾兄的分享,經常警惕我們関於股票市場的恐險,要避開價值陷阱和投資前要做足功課。<br />感謝及感恩認識鍾兄(良師益友)🙏🙏🙏Anonymoushttps://www.blogger.com/profile/17202438494599074319noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-51234855885989179902018-04-20T11:00:52.927+08:002018-04-20T11:00:52.927+08:00不知 原則四 的不要自設框架 及原則九的 『從上而下』及『從下而上』 的意思? 不知 原則四 的不要自設框架 及原則九的 『從上而下』及『從下而上』 的意思? Oscar211https://www.blogger.com/profile/15351801190358911939noreply@blogger.com