关于读书和投资--励志篇
很多很成功的“过来人”的投资/投机经历是这样的:
A偶然涉及股市/期指
B听他人推荐或自己运气佳,很快赚到钱,就觉得赚钱很容易
C把大部分身家投入进去,不久就蒙受巨大损失
D卧薪尝胆,把能找到的投资/投机书都读一遍
E结合前人心得和自己实践,实现稳定盈利
F不断的完善自己的技术,系统和心理,使得资产以较高的复利增长
实践的重要性暂且不提,这里引用一些话来进一步说明投机/投资成功人士对读书的看法和做法。
17 的前言作者提到:”Books on the financial markets . . . I must have 1200 of them in my personal library alone.“
18 的作者引用 Charlie Munger 的话:"
I have said that in my whole life, I ’ ve known no wise person over a
broad subject matter area who didn ’ t read all the time — none, zero.
Now I know all kinds of shrewd people who by staying within a narrow
area can do very well without reading. But investment is a broad area.
So if you think you ’ re going to be good at it and not read all the time,
you have a different idea than I do . . . . You ’ d be amazed at how much
Warren [Buffett] reads. You ’ d be amazed at how much I read."
19 的作者,Barton Biggs:“The successful macro investor must be some magical mixture of an acute analyst, an investment scholar, a listener, a historian, a river boat gambler, and be a voracious reader. Reading is crucial.”
读的多,也要分类总结,用批判的眼光,要取其精华,去其糟粕才能成为对自己有用的东西。
Michael Burry:“My problem is I’ve read way too much. One book stated, “If you’re not a voracious reader, you’ll probably never be a great investor.” But sometimes I wish I had a more focused knowledge base so that my investment strategy wouldn’t get all cluttered up.”
刀疤老二:
“我敢说我看的书远超过任何人想象,我每天都在看书,一个星期甚至可以买超过10本书。”
“参考书籍,我认为,都看,再自行判断。这样讲好了,我喜欢看操作绩效高的人写的书,所以那些理财杂志我很少看,因为内容不是放马后炮,就是帮公司派炒股票。领薪水的理财专家、记者写 “ 给你看” 的,能信吗?"
“一个成功操盘手将过去20年来的经验写出书,你只要花300元就可以得到他20年经验,但人们还是不愿意看,却愿意花1000元去听场一个莫名其妙的分析师演讲,只为了听到一些明牌,只为了听到会涨会跌的预测,输家值得同情吗?在市场上,唯有赔光钱的那一天,人才会觉醒。讽刺的是,当输家觉醒的那一天,也正是他宣布退出市场,正式承认自己是输家的一天 … ,成败在自己怨不得别人,在市场上要成功就要付出代价,否则退出市场或许会比较好。”
当然上面提到的几乎都是全职投资/投机的人,他们可以不用上班而让钱赚钱,自己有整天时间来看书。我们全职上班的就要看自己的兴趣所在,有侧重的读。
列出的30本书大多是amazon上有好评而公共场所可以找得到的,小弟已经读了一多半,目标是至少都读过一遍。最后摘录”缠中说禅“的话与同道中人共勉。
“人必须有远大的目标,不想成为大资金的散户,就如同不想成为元帅的士兵。最终能否达到,这和每个人的悟性、修炼、机缘等等密切相关。”
A偶然涉及股市/期指
B听他人推荐或自己运气佳,很快赚到钱,就觉得赚钱很容易
C把大部分身家投入进去,不久就蒙受巨大损失
D卧薪尝胆,把能找到的投资/投机书都读一遍
E结合前人心得和自己实践,实现稳定盈利
F不断的完善自己的技术,系统和心理,使得资产以较高的复利增长
实践的重要性暂且不提,这里引用一些话来进一步说明投机/投资成功人士对读书的看法和做法。
17 的前言作者提到:”Books on the financial markets . . . I must have 1200 of them in my personal library alone.“
18 的作者引用 Charlie Munger 的话:"
I have said that in my whole life, I ’ ve known no wise person over a
broad subject matter area who didn ’ t read all the time — none, zero.
Now I know all kinds of shrewd people who by staying within a narrow
area can do very well without reading. But investment is a broad area.
So if you think you ’ re going to be good at it and not read all the time,
you have a different idea than I do . . . . You ’ d be amazed at how much
Warren [Buffett] reads. You ’ d be amazed at how much I read."
19 的作者,Barton Biggs:“The successful macro investor must be some magical mixture of an acute analyst, an investment scholar, a listener, a historian, a river boat gambler, and be a voracious reader. Reading is crucial.”
读的多,也要分类总结,用批判的眼光,要取其精华,去其糟粕才能成为对自己有用的东西。
Michael Burry:“My problem is I’ve read way too much. One book stated, “If you’re not a voracious reader, you’ll probably never be a great investor.” But sometimes I wish I had a more focused knowledge base so that my investment strategy wouldn’t get all cluttered up.”
刀疤老二:
“我敢说我看的书远超过任何人想象,我每天都在看书,一个星期甚至可以买超过10本书。”
“参考书籍,我认为,都看,再自行判断。这样讲好了,我喜欢看操作绩效高的人写的书,所以那些理财杂志我很少看,因为内容不是放马后炮,就是帮公司派炒股票。领薪水的理财专家、记者写 “ 给你看” 的,能信吗?"
“一个成功操盘手将过去20年来的经验写出书,你只要花300元就可以得到他20年经验,但人们还是不愿意看,却愿意花1000元去听场一个莫名其妙的分析师演讲,只为了听到一些明牌,只为了听到会涨会跌的预测,输家值得同情吗?在市场上,唯有赔光钱的那一天,人才会觉醒。讽刺的是,当输家觉醒的那一天,也正是他宣布退出市场,正式承认自己是输家的一天 … ,成败在自己怨不得别人,在市场上要成功就要付出代价,否则退出市场或许会比较好。”
当然上面提到的几乎都是全职投资/投机的人,他们可以不用上班而让钱赚钱,自己有整天时间来看书。我们全职上班的就要看自己的兴趣所在,有侧重的读。
列出的30本书大多是amazon上有好评而公共场所可以找得到的,小弟已经读了一多半,目标是至少都读过一遍。最后摘录”缠中说禅“的话与同道中人共勉。
“人必须有远大的目标,不想成为大资金的散户,就如同不想成为元帅的士兵。最终能否达到,这和每个人的悟性、修炼、机缘等等密切相关。”