Greg Speicher的投资蓝图
(2011-02-12 16:17:03)
标签:
杂谈 |
分类: 他山之玉 |
(夕注:Greg Speicher对投资的理解很对我的胃口,本博曾转过他的几篇文章,现在一起去看看他完整的工作方法。 我希望自己有时间能把这些链接都变成中文。)
为了成为一个成功的投资者,你需要一个被实践检验过的、合理的投资框架。我的投资详尽计划分为十步:
1、广泛地、连续不断地搜寻新的投资点子;
2、像一个老板一样行动;
3、只买你能理解的东西;
4、买好的企业;
5、投资那些有优秀管理人员的公司;
6、用能够得到的最便宜的价格买入企业;
7、专注于你最好的点子;
8、耐心;
9、避免愚蠢的错误;
10、变成一部学习机器。
下面是关于这十步的其它帖子。
1. 广泛地、连续不断地搜寻新的投资点子
- Search Tools
- 13 Ideas to Improve Your Search Strategy
- Small Stock Investing: The Path to Riches?
- More Thoughts on Small Cap Investing
- How to Use the Time You Devote to Investments
- Buffett on How to Allocate Capital
2.
4.
- The Mark of a Good Business: High Returns on Capital
- The Mark of a Good
Business: High Returns on Capital
(Part 2) - The Mark of a Good Business: High Returns on Capital (Part 3)
- Another Reason Why Investing in a Good Business Makes Sense
- The Importance of Clarity in Valuing a Business
- The Ability to Reinvest Capital – The Mark of Investments that Generate Wealth
- Thinking about American Express’s Competitive Position
- The Financial Performance of Wide-Moat Companies
5.
- Buffett Taps Combs – Confirms Principles
- Berkshire’s Scott Fetzer: A Lesson in Durable Competitive Advantages
- 6 Ways to Evaluate Whether Management is Capable and Honest
6.
- Acquisition Values
- EV/EBIT Ratio Trumps P/E Ratio
- Buffett: Growth vs. Value is a False Distinction – It’s What You Get for Your Money
7. 专注于你最好的点子
8.
- A Framework for Selling a Stock
- Patience and Finding an Edge
- Patience Plus a Great Franchise Can Make You Wealthy
- Leading with Patience – The Will to Wait
9.
- A Blueprint for Being a Lousy Investor
- More on Investing Checklists
- Charlie Munger: What Would he Make of Stock Recommendations and Incentives?
10.
- The Larry Bird Work Ethic
- The Pomodoro Technique: A Way to Manage Your Time
- On the Folly of Abandoning the Basics in Favor of Shortcuts
- It’s What You Do That Counts
- Bruce Greenwald on Lessons Learned from the Financial Crisis