圖書標籤: 投資 價值投資 金融 investment 股票 巴菲特 英文原版 Business
发表于2024-12-23
Deep Value pdf epub mobi txt 電子書 下載 2024
Deep Value: Why Activist Investors and Other Contrarians Battle for Control of Losing Corporations is a must-read exploration of deep value investment strategy, describing the evolution of the theories of valuation and shareholder activism from Graham to Icahn and beyond. The book combines engaging anecdotes with industry research to illustrate the principles and methods of this complex strategy, and explains the reasoning behind seemingly incomprehensible activist maneuvers. Written by an active value investor, Deep Value provides an insider's perspective on shareholder activist strategies in a format accessible to both professional investors and laypeople.
The Deep Value investment philosophy as described by Graham initially identified targets by their discount to liquidation value. This approach was extremely effective, but those opportunities are few and far between in the modern market, forcing activists to adapt. Current activists assess value from a much broader palate, and exploit a much wider range of tools to achieve their goals. Deep Value enumerates and expands upon the resources and strategies available to value investors today, and describes how the economic climate is allowing value investing to re-emerge. Topics include:
Target identification, and determining the most advantageous ends
Strategies and tactics of effective activism
Unseating management and fomenting change
Eyeing conditions for the next M&A boom
Activist hedge funds have been quiet since the early 2000s, but economic conditions, shareholder sentiment, and available opportunities are creating a fertile environment for another golden age of activism. Deep Value: Why Activist Investors and Other Contrarians Battle for Control of Losing Corporations provides the in-depth information investors need to get up to speed before getting left behind.
Toby Carlisle is the author of Greenbackd, a blog dedicated to undervalued asset situations with a catalyst. He recently founded an investment firm, Eyquem Fund Management, and raised a modest amount of external seed capital for his maiden fund, Eyquem Global Value. The fund pursues a systematic deep value investment strategy with a focus on capital preservation, which means that the fund is predominantly invested in special situations like liquidations, turnarounds and activist and private equity targets
看著就像博士論文或者各種發錶文章的閤集。數據、圖錶(不必要)太多,而且有data mining的嫌疑。我發現其中一處計算錯誤,亞馬遜上有指齣另一處錯誤。這對顯然希望用數據圖錶說話的作者來說,置信度相當值得審視。當然,收獲也不是沒有,譬如他提供的那些索引都可以好好找來看看。
評分一直在踐行的投資方法, 但是還是能有些許收貨, 起碼比較完備
評分原來是介紹Icahn的路子啊,我覺得他的技巧性要比巴菲特那一路的要更高。
評分中間很長一段的學術研究,看著看著就膩瞭。當然如果總是講activist的故事也不會是一本好書啦。最後講如何判斷一個公司是否會被activist盯上很有意思。另外有資本真好,我也想同時跟好多運營的不好的公司打架 >.< 生活該多有趣。現在隻能各個擊破。
評分中間很長一段的學術研究,看著看著就膩瞭。當然如果總是講activist的故事也不會是一本好書啦。最後講如何判斷一個公司是否會被activist盯上很有意思。另外有資本真好,我也想同時跟好多運營的不好的公司打架 >.< 生活該多有趣。現在隻能各個擊破。
格林布拉特——对冲基金大师——提出的神奇公式不断的经受住了考验。神奇公式简单的说就是物美价廉,但要先物美,然后才是价廉。构建一个30只股票的组合就可以击败市场。 卡利斯勒却发现,如果不要物美,只要价廉,也就是深度价值(Deep Value),那么回...
評分格林布拉特——对冲基金大师——提出的神奇公式不断的经受住了考验。神奇公式简单的说就是物美价廉,但要先物美,然后才是价廉。构建一个30只股票的组合就可以击败市场。 卡利斯勒却发现,如果不要物美,只要价廉,也就是深度价值(Deep Value),那么回...
評分格林布拉特——对冲基金大师——提出的神奇公式不断的经受住了考验。神奇公式简单的说就是物美价廉,但要先物美,然后才是价廉。构建一个30只股票的组合就可以击败市场。 卡利斯勒却发现,如果不要物美,只要价廉,也就是深度价值(Deep Value),那么回...
評分格林布拉特——对冲基金大师——提出的神奇公式不断的经受住了考验。神奇公式简单的说就是物美价廉,但要先物美,然后才是价廉。构建一个30只股票的组合就可以击败市场。 卡利斯勒却发现,如果不要物美,只要价廉,也就是深度价值(Deep Value),那么回...
評分格林布拉特——对冲基金大师——提出的神奇公式不断的经受住了考验。神奇公式简单的说就是物美价廉,但要先物美,然后才是价廉。构建一个30只股票的组合就可以击败市场。 卡利斯勒却发现,如果不要物美,只要价廉,也就是深度价值(Deep Value),那么回...
Deep Value pdf epub mobi txt 電子書 下載 2024