tag:blogger.com,1999:blog-2176979440585416248.post302225831785031623..comments2024-03-27T13:33:11.706+08:00Comments on 巴黎的價值投資: 賭神師傅:The Untold Story of the Scientific Betting System That Beat the Casinos and Wall Street 巴黎http://www.blogger.com/profile/09026111255713306999noreply@blogger.comBlogger12125tag:blogger.com,1999:blog-2176979440585416248.post-69378419819777809342017-01-19T15:43:37.327+08:002017-01-19T15:43:37.327+08:00Nathan,
應該只有一個Number的.
我找不到那個89.4%.Nathan,<br />應該只有一個Number的.<br />我找不到那個89.4%.巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-14716115706895281702017-01-17T02:29:15.558+08:002017-01-17T02:29:15.558+08:00巴黎先生,請問你識唔識多過一個outcome 既Kelly formula 點計
好似 dhandn...巴黎先生,請問你識唔識多過一個outcome 既Kelly formula 點計<br />好似 dhandno investor chapter 10 first example 點樣計到89.4%?<br /><br />Thank you!Anonymoushttps://www.blogger.com/profile/04159606183617643639noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-16432931672342769592016-12-12T07:43:34.509+08:002016-12-12T07:43:34.509+08:00挪亞,會和你們分享的。挪亞,會和你們分享的。巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-57243265037256133012016-12-11T16:09:30.191+08:002016-12-11T16:09:30.191+08:00我要消化下先,多謝巴黎sir 分享, 如果增加了凱利公式這課可以分享給1—9班同學們嗎,我相信大家也...我要消化下先,多謝巴黎sir 分享, 如果增加了凱利公式這課可以分享給1—9班同學們嗎,我相信大家也非常期待。挪亞https://www.blogger.com/profile/02745773729429301650noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-35914031012266983042016-12-10T11:35:52.788+08:002016-12-10T11:35:52.788+08:00我的理解:
1 賠率我理解為合理估值 Odds= (目標價格+股息)/現時價格
2 機會edge ...我的理解:<br />1 賠率我理解為合理估值 Odds= (目標價格+股息)/現時價格 <br />2 機會edge =中了多小個checklist要求。(不需要全中,以得分作爲機會率)<br />3 資金分配= edge/odds<br /><br />*非常重要exit plan 是第一點内的“現價”上升會令第3點的資金分配下跌。<br />如果按Kelly Formula的noise的定義,恆指的noise checklist較個股更多更難定義(等於賭一張Blackjack台較賭整個場容易),即投資個股更應該容易賺錢,不知我的解讀有沒有錯,但這是另一個非常有趣的角度。巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-9584824391452531152016-12-09T20:46:50.412+08:002016-12-09T20:46:50.412+08:00其餘的睇唔切。:/其餘的睇唔切。:/巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-14717100028794950672016-12-09T20:45:51.413+08:002016-12-09T20:45:51.413+08:00希望可以透過分享穫得其他有看過這些書的人的心德。希望可以透過分享穫得其他有看過這些書的人的心德。巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-70011980812307634702016-12-09T14:06:46.463+08:002016-12-09T14:06:46.463+08:00除左Dhandho之外佢仲有咩書? 我知佢有本Mosaic但係同Mmargin of Safety ...除左Dhandho之外佢仲有咩書? 我知佢有本Mosaic但係同Mmargin of Safety 一樣都係熱貴到爆...Hermanhttps://www.blogger.com/profile/14956325836357571234noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-44334397825478947342016-12-09T10:22:41.374+08:002016-12-09T10:22:41.374+08:00很喜歡巴黎經常介紹新書, 謝謝很喜歡巴黎經常介紹新書, 謝謝斗滿https://www.blogger.com/profile/15547439127535700880noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-58040738237497035822016-12-09T08:17:17.330+08:002016-12-09T08:17:17.330+08:00看完Mohnish的其它投資心德才看這本會更好。看完Mohnish的其它投資心德才看這本會更好。巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-80377624904759687852016-12-09T06:38:51.832+08:002016-12-09T06:38:51.832+08:00賠率我理解為合理估值,但贏的機率巴黎sir會點放入公式?
我之前有都研究過 用凱利公式 代入恒指,贏...賠率我理解為合理估值,但贏的機率巴黎sir會點放入公式?<br />我之前有都研究過 用凱利公式 代入恒指,贏的機率用恒指pe計算下跌機會,但個股就唔太識計,要盈利pe好恒常先可以挪亞https://www.blogger.com/profile/02745773729429301650noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-86185856125045775692016-12-08T22:33:42.091+08:002016-12-08T22:33:42.091+08:00Dhandho 入面講嘅Kelly formula 有D唔係好明點應用。未睇依本希望有幫助。Dhandho 入面講嘅Kelly formula 有D唔係好明點應用。未睇依本希望有幫助。Hermanhttps://www.blogger.com/profile/14956325836357571234noreply@blogger.com