价值投资入门书籍介绍 |
1. The Intelligent Investor (by Benjamin Graham, Jason Zweig) (http://www.amazon.com/Intelligent-Investor-Collins-Business-Essentials/dp/0060555661/sr=8-1/qid=1157318745/ref=pd_bbs_1/104-5697528-3530338?ie=UTF8&s=books) (ISBN: 0060555661)
这本书是价值投资的开山祖师Benjamin Graham写给广大群众看的,书比较经典,但比较晦涩难读,Jason Zweig加了点与时俱进的注释。这书引入两个后来被反复引用的概念:Mr. Market和Margin of Safety. 用Buffett的话来说,Graham的投资方法是捡别人吸剩的烟头。 Benjamin Graham还写过另一本更经典的书Security Analysis(前四版最经典),那是写给那些professional investors读的,那本书是价值投资的Bible,可惜太厚,很难读(有言在先啊)。
2. Warren Buffett's letters to Berkshire's shareholders (http://www.berkshirehathaway.com/letters/letters.html)
Warren Buffett是Benjamin Graham最出色的弟子,可惜从来没写过书介绍他自己的价值投资体会。但他零零碎碎在他的letters透露些自己的体会。这些信写得很好,比较简洁易 懂,充满了智慧,我推荐各位读一读。但这些信件毕竟比较零碎,要想系统地学习他的方法,你得读下面的书籍。Buffett早期是用Graham的投资方 法,现在的方法不一样,有人形容是"用丰田车的价钱,买辆奔驰车".
3. Buffettology: The Previously Unexplained Techniques That Have Made Warren Buffett The Worlds (by Mary Buffett, David Clark) (http://www.amazon.com/Buffettology-Previously-Unexplained-Techniques-Buffett/dp/068484821X/sr=1-1/qid=1157319130/ref=pd_bbs_1/104-5697528-3530338?ie=UTF8&s=books) (ISBN: 068484821X)
Mary Buffett曾经是Warren Buffett的儿媳妇,书写得通俗易懂,我很喜欢。她还写过New Bufettology,我倒觉得这旧版的更好些。从该书来看,Warren Buffett特别喜欢那些return on equity很高的公司(奔驰车啊).
4.The Midas Touch (by John Train) (http://www.amazon.com/Midas-Touch-John-Train/dp/1897597290/sr=1-1/qid=1157319293/ref=pd_bbs_1/104-5697528-3530338?ie=UTF8&s=books) (ISBN: 1897597290)
这本书写得通俗易懂,我也喜欢,不过我读的是1988年的旧版。
5.The Warren Buffett Way (by Robert G. Hagstrom, Bill Miller, Kenneth L. Fisher) http://www.amazon.com/Warren-Buffett-Way-Second/dp/0471743674/sr=1-2/qid=1157319602/ref=pd_bbs_2/104-5697528-3530338?ie=UTF8&s=books (ISBN: 0471743674)
这本书在研究Buffett中最有名的,但写得不如别的书好懂,我不太喜欢,不过我读的也是1994年的旧版。
6. The Little Book That Beats the Market (By Joel Greenblatt, Andrew Tobias) http://www.amazon.com/Little-Book-That-Beats-Market/dp/0471733067/sr=1-1/qid=1157322696/ref=pd_bbs_1/104-5697528-3530338?ie=UTF8&s=books (ISBN: 0471733067)
这本书写得通俗易懂,字数很少,特适合那些大忙人读一读.我倒是觉得所有初学者都该读读.但对书中所写方法,我持保留态度,主要是我担心你会在不适当的时机买那些周期性特强的股票.
7.Value Investing: From Graham to Buffett and Beyond (by Bruce C. N. Greenwald, Judd Kahn, Paul D. Sonkin, and Michael van Biema) (http://www.amazon.com/Value-Investing-Buffett-Finance-Paperback/dp/0471463396/sr=1-12/qid=1157319864/ref=sr_1_12/104-5697528-3530338?ie=UTF8&s=books) (ISBN: 0471463396)
这本书的标题很吸引人,但书写得不好,学术气氛更浓一些,这书把我喜欢的课题写得居然如此枯燥无味,也算是一绝。
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