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價值投資入門書籍介紹

(2006-09-03 15:54:44) 下一個
我這帖是寫給初學者看的,權當是拋磚引玉吧。除了我推薦的書,建議你最好買本關於如何讀financial statements的書.

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)
    這本書是價值投資的開山祖師Benjamin Graham寫給廣大群眾看的,書比較經典,但比較晦澀難讀,Jason Zweig加了點與時俱進的注釋。這書引入兩個後來被反複引用的概念:Mr. Market和Margin of Safety. 用Buffett的話來說,Graham的投資方法是撿別人吸剩的煙頭。 Benjamin Graham還寫過另一本更經典的書Security Analysis(前四版最經典),那是寫給那些professional investors讀的,那本書是價值投資的Bible,可惜太厚,很難讀(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,可惜從來沒寫過書介紹他自己的價值投資體會。但他零零碎碎在他的letters透露些自己的體會。這些信寫得很好,比較簡潔易懂,充滿了智慧,我推薦各位讀一讀。但這些信件畢竟比較零碎,要想係統地學習他的方法,你得讀下麵的書籍。Buffett早期是用Graham的投資方法,現在的方法不一樣,有人形容是"用豐田車的價錢,買輛奔馳車".

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曾經是Warren Buffett的兒媳婦,書寫得通俗易懂,我很喜歡。她還寫過New Bufettology,我倒覺得這舊版的更好些。從該書來看,Warren Buffett特別喜歡那些return on equity很高的公司(奔馳車啊).

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)
   這本書寫得通俗易懂,我也喜歡,不過我讀的是1988年的舊版。

5.The Warren Buffett Way (by Robert G. Hagstrom) 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)
  這本書在研究Buffett中最有名的,但1994年的舊版寫得不如別的書好懂,我不太喜歡。這第二版有很多的更新,其中Bill Miller作序,Kenneth L. Fisher寫的介紹,感覺上很不錯。 

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)
   這本書寫得通俗易懂,字數很少,特適合那些大忙人讀一讀.我倒是覺得所有初學者都該讀讀.但對書中所寫方法,我持保留態度,主要是我擔心你會在不適當的時機買那些周期性特強的股票.

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)
  這本書的標題很吸引人,但書寫得不好,學術氣氛更濃一些,這書把我喜歡的課題寫得居然如此枯燥無味,也算是一絕。

8. Understanding Financial Statements (by Lyn M. Fraser, Aileen Ormiston) (http://www.amazon.com/Understanding-Financial-Statements-8th-Fraser/dp/0131878565/sr=8-1/qid=1157323885/ref=pd_bbs_1/104-5697528-3530338?ie=UTF8&s=books) (ISBN: 0131878565)
  別的書應該也可以,這是我讀過的關於financial statements的書(我讀的是第七版).

大千原帖連接: http://web.wenxuecity.com/BBSView.php?SubID=finance&MsgID=511255
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