圖書標籤: 投資 金融 investing 經典 英文原版 value_investing 股票 金融與投資
发表于2024-12-31
The Most Important Thing Illuminated pdf epub mobi txt 電子書 下載 2024
Howard Marks's The Most Important Thing distilled the investing insight of his celebrated client memos into a single volume and, for the first time, made his time-tested philosophy available to general readers. In this edition, Marks's wisdom is joined by the comments, insights, and counterpoints of four renowned investors and investment educators: Christopher C. Davis (Davis Funds), Joel Greenblatt (Gotham Capital), Paul Johnson (Nicusa Capital), and Seth A. Klarman (Baupost Group). These experts lend insight into such concepts as "second-level thinking," the price/value relationship, patient opportunism, and defensive investing. Marks also adds his own annotations, expanding on his book's original themes and issues. A new chapter addresses the importance of reasonable expectations, and a foreword by Bruce C. Greenwald, called "a guru to Wall Street's gurus" by the New York Times, speaks on value investing, productivity, and the economics of information. *** Howard Marks, the chairman and cofounder of Oaktree Capital Management, is renowned for his insightful assessments of market opportunity and risk. After four decades spent ascending to the top of the investment management profession, he is today sought out by the world's leading value investors, and his client memos brim with insightful commentary and a time-tested, fundamental philosophy. Now for the first time, all readers can benefit from Marks's wisdom, concentrated into a single volume that speaks to both the amateur and seasoned investor. Informed by a lifetime of experience and study, The Most Important Thing explains the keys to successful investment and the pitfalls that can destroy capital or ruin a career. Utilizing passages from his memos to illustrate his ideas, Marks teaches by example, detailing the development of an investment philosophy that fully acknowledges the complexities of investing and the perils of the financial world. Brilliantly applying insight to today's volatile markets, Marks offers a volume that is part memoir, part creed, with a number of broad takeaways. Marks expounds on such concepts as "second-level thinking," the price/value relationship, patient opportunism, and defensive investing. Frankly and honestly assessing his own decisions--and occasional missteps--he provides valuable lessons for critical thinking, risk assessment, and investment strategy. Encouraging investors to be "contrarian," Marks wisely judges market cycles and achieves returns through aggressive yet measured action. Which element is the most essential? Successful investing requires thoughtful attention to many separate aspects, and each of Marks's subjects proves to be the most important thing. "This is that rarity, a useful book."--Warren Buffett
霍華德•馬剋斯
總部位於洛杉磯的橡樹資本管理有限公司(Oaktree Capital Management)主席與共同創始人,管理著800億美元的投資公司資産,沃頓商學院金融學士,芝加哥大學會計與市場營銷專業MBA。他投身頂級投資管理行業40年,躋身世界頂尖價值投資者之列。他的客戶備忘錄充滿瞭富有洞察力的評論與久經考驗的基本投資理念。如今,馬剋斯首次麵嚮業餘投資者和專業投資者,將其智慧集結成書,使廣大讀者從中獲益。
再認真讀一遍,以前一直有一種心態就是《霸王彆姬》裏小豆子那句“我什麼時候也能成角?” 現在這種想法不在那麼強烈瞭, 更淡定瞭?! 想瞭想,無論是投資、讀書、喜歡一個人、錶達自己的觀點,其實都不用那麼太“用力”的。
評分9
評分最重要的是對價值的認識。 Experience is what you got when you didn't get what you wanted.
評分9
評分The most important thing is second level thinking
一名世界顶级投资者在经历40多年的市场浸润和多个经济周期后而总结出的价值投资方面的成功理念及经验,能从不同角度看到投资理念包含的丰富内容。 剪辑自刘建位的推荐序与本书目录,目的是方便豆友更有效率了解。 巴菲特推荐霍华德这本书的原因有二: 一是英雄所见相同...
評分我对这本书的喜爱不仅仅是因为它教导我们如何做好投资,更喜爱通过这些投资规律本身折射出来的对整个世界和宇宙规律(姑且让我称为哲学)的思考,它们非常迷人,一读再读,优美隽永。 1.逆向思考并逆向投资。 2.接受周期与变化的必然性,接受事物的随机性,从而接受未来的不可...
評分一名世界顶级投资者在经历40多年的市场浸润和多个经济周期后而总结出的价值投资方面的成功理念及经验,能从不同角度看到投资理念包含的丰富内容。 剪辑自刘建位的推荐序与本书目录,目的是方便豆友更有效率了解。 巴菲特推荐霍华德这本书的原因有二: 一是英雄所见相同...
評分投资最重要的事如果列出18件,我看到最后一章已经不记得第一件是什么了。在重新翻看了两遍后,我试图在这里回忆一下重要的18件事情是什么,我还是只记得风险、钟摆意识和避免错误的几章。 在熊市亏得少甚至不亏,在牛市就大大落后市场,一直是我个人投资中最苦恼的问题。所以...
評分霍华德·马克斯的《投资最重要的事》看似短小,用语平实,无技术性段落,然而通过与他人的讨论,我发现很多人没有读出马克斯的框架,仅仅停留在字面解读上。回看豆瓣的书评,也多是老调重弹,零散的拾起一些马克斯的智慧。 从豆瓣来看,读这本书多半是散户,没有...
The Most Important Thing Illuminated pdf epub mobi txt 電子書 下載 2024