tag:blogger.com,1999:blog-1491809123398979739.post7318776895949824599..comments2024-03-10T11:10:02.660+08:00Comments on 股壇老兵鍾記 長勝之道: 不一樣的2020年股壇老兵鍾記http://www.blogger.com/profile/07093066867147384620noreply@blogger.comBlogger18125tag:blogger.com,1999:blog-1491809123398979739.post-28957816282899618002021-01-10T17:28:31.617+08:002021-01-10T17:28:31.617+08:00謝謝Duncan兄。謝謝Duncan兄。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-55413556668183604082021-01-10T17:28:11.677+08:002021-01-10T17:28:11.677+08:00Terry兄:前者不是,後者是。Terry兄:前者不是,後者是。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-41133105212079684212021-01-04T09:57:17.251+08:002021-01-04T09:57:17.251+08:00鍾sir 新年進步,繼續多多分享鍾sir 新年進步,繼續多多分享Duncan 新價值投資https://www.blogger.com/profile/06774756045451605065noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-45068434409963150722021-01-02T22:11:21.310+08:002021-01-02T22:11:21.310+08:00請教鍾sir,公允價值變動和銀行利息是否非經常性收入?請教鍾sir,公允價值變動和銀行利息是否非經常性收入?Terryhttps://www.blogger.com/profile/01832336500482149737noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-80289468863739931312021-01-02T14:03:17.884+08:002021-01-02T14:03:17.884+08:00Ragnarokeith:暫時未有計劃出新書呢!Ragnarokeith:暫時未有計劃出新書呢!股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-32558892297228774452021-01-02T14:02:03.576+08:002021-01-02T14:02:03.576+08:00Andy兄:不妨用2021年預測市盈率去估算一下。Andy兄:不妨用2021年預測市盈率去估算一下。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-42497481129033331002021-01-02T14:01:19.597+08:002021-01-02T14:01:19.597+08:00Leslie兄:巴菲特是精明的投資者。Leslie兄:巴菲特是精明的投資者。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-67883106348199856662021-01-02T13:58:39.651+08:002021-01-02T13:58:39.651+08:00Kevin兄:銀行股很少會去計淨負債比率,反而較著重資本充足比率(CAR)。Kevin兄:銀行股很少會去計淨負債比率,反而較著重資本充足比率(CAR)。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-18963502204474412992021-01-02T13:57:14.890+08:002021-01-02T13:57:14.890+08:00小薯兄:總有機會的。小薯兄:總有機會的。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-27839662717951420992021-01-02T13:56:28.456+08:002021-01-02T13:56:28.456+08:00謝謝Stephen兄。謝謝Stephen兄。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-17027282735410790252021-01-02T13:56:04.250+08:002021-01-02T13:56:04.250+08:00Ch Liu兄:希望疫情過去後,明年港股的表現會較好。祝各位網友新年進步。Ch Liu兄:希望疫情過去後,明年港股的表現會較好。祝各位網友新年進步。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-50211587429724086872021-01-02T00:34:26.636+08:002021-01-02T00:34:26.636+08:00鍾sir, Happy New Year! 先祝你身體健康
請問你今年會出新書嗎?鍾sir, Happy New Year! 先祝你身體健康<br />請問你今年會出新書嗎?Ragnarokeithhttps://www.blogger.com/profile/13881103280528453795noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-30518959633028933732021-01-01T00:18:06.260+08:002021-01-01T00:18:06.260+08:00鍾sir, 新年快樂! 請教廣汽估值是多少?鍾sir, 新年快樂! 請教廣汽估值是多少?Andyhttps://www.blogger.com/profile/02635310609307968561noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-91176216080329497792020-12-28T23:03:23.789+08:002020-12-28T23:03:23.789+08:00我從SNOWBALL發現巴菲特好清楚次按產品是什麼,所以他並沒有投資次按產品我從SNOWBALL發現巴菲特好清楚次按產品是什麼,所以他並沒有投資次按產品Lesliehttps://www.blogger.com/profile/10398173845026168970noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-59587850001337733582020-12-27T17:31:56.752+08:002020-12-27T17:31:56.752+08:00鍾Sir你好!先祝聖誕節快樂!
請問銀行的資產負債表中,客戶存款(銀行會用來投資)這一項目,應否計...鍾Sir你好!先祝聖誕節快樂!<br /><br />請問銀行的資產負債表中,客戶存款(銀行會用來投資)這一項目,應否計入淨負債計算的"現金"呢? 謝謝<br /><br />KevinAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-39900591434187777952020-12-27T02:13:36.280+08:002020-12-27T02:13:36.280+08:00今年遺憾真的不少,小薯也想希望有一天能直接與鍾SIR交流,當面說就推薦序說聲多謝。今年遺憾真的不少,小薯也想希望有一天能直接與鍾SIR交流,當面說就推薦序說聲多謝。重思人生https://www.blogger.com/profile/02826458545556555370noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-66604943039111717452020-12-26T23:28:40.096+08:002020-12-26T23:28:40.096+08:00Merry Christmas~Merry Christmas~Stephenhttps://www.blogger.com/profile/01010229979779502684noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-14243259618395023782020-12-26T21:46:16.200+08:002020-12-26T21:46:16.200+08:00我從The Snowball一書裡也學到不少東西!其中在第22章裡巴菲特如此說:
There wer...我從The Snowball一書裡也學到不少東西!其中在第22章裡巴菲特如此說:<br />There were some attractive issues-it was shooting fish in a barrel. They weren´t huge fish but you were shooting fish in a barrel. You knew you were going to made good money. (p. 124)<br />(這都是一些很有吸引力的股票 - 就像在水桶裡射魚。它們都不是大魚,但是,你是在一個水桶裡去射它們。你知道將要賺很多錢。)<br />我把巴菲特的話與Graham晚年的投資方法整合出所謂的“水桶射魚法”,在2016年初所寫的家書中提及,後載於止凡兄在2016年7月17日的blog文《在水桶裡射魚》:<br />https://www.cpleung826.com/2016/07/blog-post_17.html<br /><br />是的,2020年很快就要過去了,但是,這個多事之秋的鼠年(庚子年),120年前,也就是1900年(光緒26年),八國聯軍攻打北京,清廷慘敗,翌年簽下辛丑條約,所賠款項,史稱“庚子賠款”。庚子賠款總額為關平銀四億五千萬兩,約合當時的3.33億美元或7161萬英鎊!我們要到2021年2月12日才真正進入牛年(辛丑年)遠離鼠年!唉! ch liuhttps://www.blogger.com/profile/01201021181210079869noreply@blogger.com