tag:blogger.com,1999:blog-2176979440585416248.post7253068201138566894..comments2024-03-27T13:33:11.706+08:00Comments on 巴黎的價值投資: 熊市中的出路巴黎http://www.blogger.com/profile/09026111255713306999noreply@blogger.comBlogger16125tag:blogger.com,1999:blog-2176979440585416248.post-51668566876761598482015-10-05T14:37:33.777+08:002015-10-05T14:37:33.777+08:00和市場中的高手力拼,鬥智鬥力,的確很難有取勝的希望。
不過他們主要都有爭取短期回報,如果是以柔(長線...和市場中的高手力拼,鬥智鬥力,的確很難有取勝的希望。<br />不過他們主要都有爭取短期回報,如果是以柔(長線)制剛(短線),要打敗大市又不是那麼困難了。<br />追求自由https://www.blogger.com/profile/09967275701445811711noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-58715705059948427212015-09-29T23:26:44.562+08:002015-09-29T23:26:44.562+08:00共勉之!
巴黎共勉之!<br /><br />巴黎巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-77597560024745704992015-09-29T23:25:17.917+08:002015-09-29T23:25:17.917+08:00大家互勉!
巴黎大家互勉!<br /><br />巴黎巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-1861558472823949872015-09-29T20:57:23.855+08:002015-09-29T20:57:23.855+08:00明白。所以如果公司債是7厘,那就應該多加一點給公司股票。多謝巴黎兄賜教!明白。所以如果公司債是7厘,那就應該多加一點給公司股票。多謝巴黎兄賜教!Tom Kan 唐勤https://www.blogger.com/profile/04298192793618200609noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-38863750123001297492015-09-29T15:05:29.238+08:002015-09-29T15:05:29.238+08:00「如果要克服個人某些過去克服不到的困難,不是去嘗試如何分析那個問題,而是簡單地改變自己的習慣成另一個...「如果要克服個人某些過去克服不到的困難,不是去嘗試如何分析那個問題,而是簡單地改變自己的習慣成另一個人,那麼養成克服不到問題的習慣模式便會一起消失。」<br /><br />本年度最沖擊思維金句,非此莫屬,小弟要收藏起此句。又在巴黎兄這裡學到野了。華萊士https://www.blogger.com/profile/10257321978581682733noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-6453233113223888362015-09-29T01:04:01.305+08:002015-09-29T01:04:01.305+08:00Tom Kan兄,如果公司的債是7厘,普通股的IRR也是7厘,那應該是買債較優。
Required ...Tom Kan兄,如果公司的債是7厘,普通股的IRR也是7厘,那應該是買債較優。<br />Required rate的原理也是一樣。<br /><br />巴黎巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-10206705113251519382015-09-28T15:23:49.429+08:002015-09-28T15:23:49.429+08:00比方說,公司平均借息7.5%就用這個?有另一說法說 required rate of return ...比方說,公司平均借息7.5%就用這個?有另一說法說 required rate of return (閣下想要的回報)減去公司的長期增長值(say 4-5%)?巴黎兄怎樣看?Tom Kan 唐勤https://www.blogger.com/profile/04298192793618200609noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-52888398183932540792015-09-28T14:16:44.415+08:002015-09-28T14:16:44.415+08:00Tom,用公司自己的借息比較公司的股票和自身的債券二者的吸引力。用公司的債券安全度比較市場債券的安全...Tom,用公司自己的借息比較公司的股票和自身的債券二者的吸引力。用公司的債券安全度比較市場債券的安全度評估公司的債券合理的息率。<br /><br />巴黎巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-88512637211124150572015-09-28T14:14:15.764+08:002015-09-28T14:14:15.764+08:00這概念股神在致股東信有說,與財務科的IRR的價值評估相同,不過股神就更確切說二者相同,當然前題是那支...這概念股神在致股東信有說,與財務科的IRR的價值評估相同,不過股神就更確切說二者相同,當然前題是那支股票有像債息般穩定的現金流。<br /><br />巴黎巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-25019256735858296182015-09-28T14:09:56.935+08:002015-09-28T14:09:56.935+08:00歷史上是有的,會打擊債務高的企業。
巴黎歷史上是有的,會打擊債務高的企業。<br /><br />巴黎巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-26693609359041943912015-09-28T14:08:37.245+08:002015-09-28T14:08:37.245+08:00Wallace兄,我要代佢多謝你的讃賞。
巴黎Wallace兄,我要代佢多謝你的讃賞。<br /><br />巴黎巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-76248046746545840732015-09-28T13:02:21.265+08:002015-09-28T13:02:21.265+08:00計算價值最大的問題是discount rate 應用多少?計算價值最大的問題是discount rate 應用多少?Tom Kan 唐勤https://www.blogger.com/profile/04298192793618200609noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-11240248480978696622015-09-28T01:30:50.625+08:002015-09-28T01:30:50.625+08:00💪💪狗股小子https://www.blogger.com/profile/09157066196421309514noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-21010724432491287712015-09-27T17:45:04.354+08:002015-09-27T17:45:04.354+08:00拿持有債券至到期日的概念來看待股票投資,這是頗有趣的想法。拿持有債券至到期日的概念來看待股票投資,這是頗有趣的想法。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-76091220223299183252015-09-27T15:09:35.046+08:002015-09-27T15:09:35.046+08:00從歷史看,我見不到息口可長期蠶食有競爭力的企業。從歷史看,我見不到息口可長期蠶食有競爭力的企業。價值投資者https://www.blogger.com/profile/01682303752755879971noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-24915918011710385342015-09-27T14:37:49.868+08:002015-09-27T14:37:49.868+08:00巴黎太太才是真正高手。巴黎太太才是真正高手。華萊士https://www.blogger.com/profile/10257321978581682733noreply@blogger.com