圖書標籤: 投資 金融 決策行為 價值投資 行為金融 非虛構 行為經濟學 芒格
发表于2024-11-22
More Than You Know pdf epub mobi txt 電子書 下載 2024
LEARN HOW GREAT INVESTORS THINK</P>
Michael J. Mauboussin is known throughout the financial world for his innovative approach to succeeding on Wall Street. His unconventional methods have earned him a place on Smart Money's list of the "Most Influential People on Wall Street" and in the Wall Street Journal's All-Star survey. In More Than You Know, Mauboussin shares his secret to becoming an insightful investor and provides invaluable tools to better understand the concepts of choice and risk.</P>
Mauboussin develops sound investment strategies by drawing on diverse sources and disciplines. He builds on the ideas of sage yet diverse visionaries including Warren Buffett and E. O. Wilson, but he also finds wisdom in a range of activities and fields that is both broad and deep, including: casino gambling, horse racing, psychology, and evolutionary biology. He analyzes the strategies of poker experts David Sklansky and Puggy Pearson and pinpoints parallels between mate selection in guppies and stock market booms. Ant colonies, Tupperware parties, "hot hands" in basketball, slime mold, and Tiger Woods's swing all have something to tell us about smart investing. </P>
More Than You Know is written with the professional investor in mind but extends far beyond the world of economics and finance. Mauboussin groups the essays into four categories: Investment Philosophy, Psychology of Investing, Innovation and Competitive Strategy, and Science and Complexity Theory, and he includes useful references for further reading on the topics he discusses. A true eye-opener, More Than You Know shows how a multidisciplinary approach that pays close attention to process and the psychology of decision making offers the best chance for long-term financial results.</P>
In such a short book, there are so many chapters, either of which is wrong, but when you look each chapter, you can find how shallow it is.
評分不要去為短期市場的漲跌找原因。
評分思路是好的,但是以專欄文章湊成書,深度不太夠,聯係也比較鬆散。主要亮點有:投資者和基金經理越來越過於關注短期利益,增加換手率;當感覺好的時候,主觀風險也低。文化與正麵反饋作用-動量投資與herding。diverse investor帶來的是有效性?(施萊佛認為必須是相關性低的投資者)。新行業的繁榮到破滅過程都有其類似之處,一方麵可以投資泡沫,或者廣撒網。當創新和增長陷入停滯時,股票會開始大幅下跌。利潤率雖然有整體的均值迴歸,但也有不少在上麵和底下無法迴歸的案例。公司大小的分布與物種分布的相似性。
評分群解決問題有效性取決於群成員的異質性。2020年1月2日讀第二遍。其實可以不用再讀。
評分不要去為短期市場的漲跌找原因。
这本书是作者文章的一个合集,按主题分为四部分,因此比较散,前后又有些重复。主要意思是要学习运用跨学科的研究成果来思考投资,比如心理学、社会学、认知学、神经科学、复杂系统等。投资中的很多东西并不是那么确定,很多还无法解释,这也是本书取名为《More Than You Know...
評分这本书是作者文章的一个合集,按主题分为四部分,因此比较散,前后又有些重复。主要意思是要学习运用跨学科的研究成果来思考投资,比如心理学、社会学、认知学、神经科学、复杂系统等。投资中的很多东西并不是那么确定,很多还无法解释,这也是本书取名为《More Than You Know...
評分这本书是作者文章的一个合集,按主题分为四部分,因此比较散,前后又有些重复。主要意思是要学习运用跨学科的研究成果来思考投资,比如心理学、社会学、认知学、神经科学、复杂系统等。投资中的很多东西并不是那么确定,很多还无法解释,这也是本书取名为《More Than You Know...
評分这本书是作者文章的一个合集,按主题分为四部分,因此比较散,前后又有些重复。主要意思是要学习运用跨学科的研究成果来思考投资,比如心理学、社会学、认知学、神经科学、复杂系统等。投资中的很多东西并不是那么确定,很多还无法解释,这也是本书取名为《More Than You Know...
評分这本书是作者文章的一个合集,按主题分为四部分,因此比较散,前后又有些重复。主要意思是要学习运用跨学科的研究成果来思考投资,比如心理学、社会学、认知学、神经科学、复杂系统等。投资中的很多东西并不是那么确定,很多还无法解释,这也是本书取名为《More Than You Know...
More Than You Know pdf epub mobi txt 電子書 下載 2024