tag:blogger.com,1999:blog-2176979440585416248.post3414192620295424663..comments2024-03-27T13:33:11.706+08:00Comments on 巴黎的價值投資: 一場精彩的施洛斯擂台博鬥巴黎http://www.blogger.com/profile/09026111255713306999noreply@blogger.comBlogger22125tag:blogger.com,1999:blog-2176979440585416248.post-18845572645216694012017-04-30T14:27:23.351+08:002017-04-30T14:27:23.351+08:00多謝你們支持^^多謝你們支持^^巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-75248863638875204222017-04-30T06:29:12.936+08:002017-04-30T06:29:12.936+08:00This is a once in a life time course.
I will neve...This is a once in a life time course.<br /><br />I will never forget every words you said in the lessons.<br /><br />Thanks for both of u sincerely<br /><br />Wish u all the bestAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-5020358770699844422017-04-26T09:43:36.416+08:002017-04-26T09:43:36.416+08:00巴菲特其實不是不想用,而是市場沒有這麽巨型的資產折讓股。
巴菲特其實不是不想用,而是市場沒有這麽巨型的資產折讓股。<br />巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-2374557829666375422017-04-26T09:28:55.627+08:002017-04-26T09:28:55.627+08:00"年年滾雪球收息的方法; 大週期式低買高沽自己性格上明白的高息股票"
這兩句要認..."年年滾雪球收息的方法; 大週期式低買高沽自己性格上明白的高息股票"<br />這兩句要認真回味.巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-61397049931564276802017-04-26T01:11:36.104+08:002017-04-26T01:11:36.104+08:00上台、哈哈? 不要講笑啦、小弟只是用年年滾雪球收息的方法、滾了8年漸有成績曙光而己、再大週期式低買高...上台、哈哈? 不要講笑啦、小弟只是用年年滾雪球收息的方法、滾了8年漸有成績曙光而己、再大週期式低買高沽自己性格上明白的高息股票、2句已說穿方法、怎可以分享超過5分鐘呢? 相信我連客串資格也不夠~~~仍是乖乖坐定做巴黎兄及市場先生的學生好~~~~飛鳥信宏https://www.blogger.com/profile/03449388259042220954noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-12764741204680039362017-04-25T22:34:39.764+08:002017-04-25T22:34:39.764+08:001994年12月6日紐約證券分析協會曾舉辦過巴菲特與施洛斯的對談。施洛斯說:
I own a lot...1994年12月6日紐約證券分析協會曾舉辦過巴菲特與施洛斯的對談。施洛斯說:<br />I own a lot of stocks. Warren doesn´t like that,but i can´t help it. You have to do what´s comfortable for you, even if it´s not as profitable as Warren does. There´s only one Warren.(Because I own so many stocks, the risk of any one is not that great. I try to buy securities that are undervalued based on assets more than earnings. I do a better job on assets than earnings because earnings have a way of changing.<br /><br />就是在那一個對談裡,巴菲特使用“Cigar Butt”來取笑Graham傳下來的投資方法。但是,想想看,Schloss買進賣出廉價股,每次都被抽了重稅,仍能保持39年長期打敗指數而超過20%的利潤,我就不敢說這種方法是Cigar Butt!早年巴菲特也使用相同方法的時候,他就稱之為“在水桶裡射魚”,我稱之為水桶射魚法。我使用過這種水桶射魚法對香港和台灣兩個市場做過back test,效果非常好!尤其香港不用抽稅!我也在2016年2月11日做過forward test,效果也非常好。所以,建議年輕的朋友,在投資的早期需要儘快賺到第一桶金,學Graham,學Schloss。巴菲特可以慢慢學。ch liuhttps://www.blogger.com/profile/01201021181210079869noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-66822545080660974842017-04-25T18:35:03.439+08:002017-04-25T18:35:03.439+08:00investing is simple but not easy。
這是股神的金句,市場兄定有良多感...investing is simple but not easy。<br />這是股神的金句,市場兄定有良多感受,<br />希望朋友們能在本次分享中能取長補短,更進一步,<br />良性競技和分享,每個人都是獲益者。<br />巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-14089456000578748532017-04-25T08:54:37.774+08:002017-04-25T08:54:37.774+08:00套用市場先生-句話
Simple but not easy
其所謂的 not easy 与其他价...套用市場先生-句話<br /><br />Simple but not easy<br /><br />其所謂的 not easy 与其他价投資者所講的不同Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-20469141236543212902017-04-25T08:49:45.751+08:002017-04-25T08:49:45.751+08:00市場兄個人曾經談到是從雪球上知道Schloss的方法, 而我則是早在2010年時已經知道:
http...市場兄個人曾經談到是從雪球上知道Schloss的方法, 而我則是早在2010年時已經知道:<br />https://parisvalueinvesting.blogspot.hk/2010/12/blog-post_22.html<br />第一支資產折讓股就讓我賺了十一倍,囘頭看不是自己聰明,只是這方法太適合初學的普通人.<br />市場兄的EQ較我高得多, 能忍受別人的看不起而繼續運用,這正是我要學的地方.<br />巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-9167060574100546092017-04-25T08:23:09.710+08:002017-04-25T08:23:09.710+08:00最難打是有好成績仍向你請教的對手,飛鳥兄本年成績優異, 其實應該是台上分享人之一,現在還來討教, 難...最難打是有好成績仍向你請教的對手,飛鳥兄本年成績優異, 其實應該是台上分享人之一,現在還來討教, 難打的對手,難打的對手. ^^.巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-46735024315681878242017-04-25T07:50:32.925+08:002017-04-25T07:50:32.925+08:00由下什接手我有很深體會,兩年前遠東系因邱氏離世大升,我在班上就說中巴的境況相同,可惜顏氏身體狀況良好...由下什接手我有很深體會,兩年前遠東系因邱氏離世大升,我在班上就說中巴的境況相同,可惜顏氏身體狀況良好,當時是67元上下。<br />但正如市場兄說,買資産股不必去估催化劑。<br />早晚它會以不同面貌出現,這正是市場神秘之處。巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-32774241373933078132017-04-25T01:16:57.766+08:002017-04-25T01:16:57.766+08:00老子道德經:“千里之行,始於足下。”投資是長期的工作,如千里之行。Ben Graham所創立的價值投...老子道德經:“千里之行,始於足下。”投資是長期的工作,如千里之行。Ben Graham所創立的價值投資哲學,我認為值得所有人去師法,也是實實在在“始於足下”的真實意涵。施洛斯便是Graham的忠實追隨者,一生謹守師父教導,並且長期打敗市場的價值投資者。市場先生兄的演繹肯定精彩,道理很簡單,我當初從巴黎兄的blog學到了Graham的價值投資,而據巴黎兄的文章屢次說,他當初則是通過市場先生兄的文章學習這一套學問。市場先生兄是真正的前輩的前輩!ch liuhttps://www.blogger.com/profile/01201021181210079869noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-82560658726761411122017-04-25T00:03:29.927+08:002017-04-25T00:03:29.927+08:00巴黎兄開擂台班又有市場先生、飛鳥當2話不說一定要上、學海無崖、有幸得參與上此堂真是福氣~~~
前天市...巴黎兄開擂台班又有市場先生、飛鳥當2話不說一定要上、學海無崖、有幸得參與上此堂真是福氣~~~<br />前天市場先生所言的施洛斯加上港股上的應用比小弟書本上的文字參詳得更透徹、得益不少~~~<br />還記得當天市場先生所提到企業的大股東健康、或由下代接手、之後代表手人的積極性對股價、負債、盈利及派息的相反反映時、說得很到肉、令人會心微笑~~~<br />真是經驗之談、令小弟得益不少、非常精彩~~~飛鳥信宏https://www.blogger.com/profile/03449388259042220954noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-68021696678760842462017-04-24T11:35:33.304+08:002017-04-24T11:35:33.304+08:00多謝!多謝!巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-20657644404613747632017-04-24T00:46:32.064+08:002017-04-24T00:46:32.064+08:00有幸可以上到兩位大師的課堂,真係好實用。市場先生提出好多同學們對於股票,REITS等平時我們沒留意的...有幸可以上到兩位大師的課堂,真係好實用。市場先生提出好多同學們對於股票,REITS等平時我們沒留意的地方,叫在座同學們大開眼界。<br /><br />再一次感謝巴黎兄及市場先生,期待未來兩場擂台戰更精彩!Fidanoreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-6623809362478427312017-04-23T23:51:17.686+08:002017-04-23T23:51:17.686+08:00昨晚同學學習情緒非常高漲。👍🏻👍🏻昨晚同學學習情緒非常高漲。👍🏻👍🏻巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-77709002800634816052017-04-23T23:15:00.877+08:002017-04-23T23:15:00.877+08:00Starman兄,是啊,昨晚真的非常精彩。Starman兄,是啊,昨晚真的非常精彩。巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-18819767098219363632017-04-23T23:14:01.087+08:002017-04-23T23:14:01.087+08:00好鐘意這樣的交流氣氛,希望可身處其中。好鐘意這樣的交流氣氛,希望可身處其中。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-62683097115733854332017-04-23T21:10:17.921+08:002017-04-23T21:10:17.921+08:00只是聽都已覺得相當精彩!市場先兄👍🏻👍🏻只是聽都已覺得相當精彩!市場先兄👍🏻👍🏻Starman 投資世界https://www.blogger.com/profile/09024792862799384723noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-75082588231255817142017-04-23T17:28:13.659+08:002017-04-23T17:28:13.659+08:00搞呢個合作一直是我心願^^。搞呢個合作一直是我心願^^。巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-16535847975833615812017-04-23T16:27:33.502+08:002017-04-23T16:27:33.502+08:00真心覺得好彩入到個班!!從來無試過三個鐘好似眨眼就過,快到呢。多謝巴黎Sir 搞呢個合作,成日覺得市...真心覺得好彩入到個班!!從來無試過三個鐘好似眨眼就過,快到呢。多謝巴黎Sir 搞呢個合作,成日覺得市場先生高高在上,係大神,😂,我地D凡人可望而不可及,終於有機會在凡間朝聖🙏🏻🤓🤓Mandyhttps://www.blogger.com/profile/15318982050235396979noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-31845640870011196732017-04-23T15:35:29.414+08:002017-04-23T15:35:29.414+08:00Student :
I am more than satisfied. Thanks a lot....Student :<br /><br />I am more than satisfied. Thanks a lot.Anonymousnoreply@blogger.com