[转载]读书笔记《华尔街价值投资》《华尔街股市投资经典》_楚天舒_新浪博客

读过这么多书,我觉得《华尔街价值投资》和《华尔街股市投资经典》对我的影响{zd0},前几天看到ZELL找到了哥伦比亚商学院价值投资课程的推荐书目,发现《华尔街股市投资经典》也在里面,呵呵,我依照ZELL的目录下载+淘宝购买台版+{zy1}购买大陆版,基本上弄齐了,希望以后的阅读中能受到新启发!

 

ZELL的目录如下:

价值投资
格雷厄姆和多德:证券分析1934版(已有)
格雷厄姆:聪明的投资人(已有)
格林布拉特:打败大盘的获利公式(已有)
格林布拉特:你能成为股市天才(已有)
格林沃德:价值投资——从格雷厄姆到巴菲特(新下载)
塞斯卡拉曼:安全边际(已有)
马丁惠特曼:价值投资(回归基本面:寻找具投资价值的股票)(已有)
巴菲特
沃伦巴菲特:股份公司教程(已有)
罗伯特海格卓姆:沃伦巴菲特之路(已有)
罗伯特海格卓姆:巴菲特的投资组合(已有)
罗杰洛温斯坦:沃伦巴菲特——一个美国资本家成长(已有)
格雷厄姆
格雷厄姆:华尔街教父回忆录(新下载)
格雷厄姆和洛温珍妮特:价值再发现(新下载)
洛温珍妮特:本杰明格雷厄姆论价值投资(新下载)
投资大师
彼得塔诺斯:投资教父(台版已订购)投资大师谈投资:点股成金(淘宝有)
约翰特雷恩:股市大亨({zy1}网新购)
统计资料:
布朗克里斯托弗:投资的头号法则({zy1}网新购)
詹姆斯奥肖内西:华尔街股市投资经典(已有)
其他书籍:
How to Beat the Market with High-Performance Generic Stocks Revised(??)
格林沃德:企业战略博弈(揭开竞争优势的面纱)({zy1}网新购)
罗伯特豪格:新财务:打破效率市场的迷思(台版已订购)
A Guide to Investing In Neglected Stocks Upper Saddle River(??)
提摩西维克:不战而胜——价值投资法(如何以价值投资战胜市场)(新下载)

 

以为自己读了不少投资方面的书了,原来还有这么多没看过啊!呵呵,甚至还有两本对不上号的:

How to Beat the Market with High-Performance Generic Stocks Revised

A Guide to Investing In Neglected Stocks Upper Saddle River

谁知道这两本是什么?有没有大陆版或台版、港版的?

 

今天太晚了,明天正式写两本书的读书笔记...

 

补充哥大商学院的推荐文章:

Recommendations
Articles and Papers

Articles available to download:
1 Browne, C.H., Browne W.H., Spears J.D., Shrager, T.H., & Wyckoff, R.Q. “What has Worked in Investing: Studies of Investment Approaches and Characteristics Associated with Exceptional Returns” (1992).
PDF download (124 KB)
http://www0.gsb.columbia.edu/null/what_has_worked_all?exclusive=filemgr.download&file_id=645481&showthumb=0

2 Dubinsky, Andrew. “Value Investing Retrospective” Heilbrunn Center for Graham and Dodd Investing Research Project (2006).
PDF download (1326 KB)
http://www0.gsb.columbia.edu/null/what_has_worked_all?exclusive=filemgr.download&file_id=645484&showthumb=0

3 Fama, Eugene and Kenneth R. French. “Value versus growth: The international
evidence” Journal of Finance 53 (1998): 1975–1999.
PDF download (124 KB)
http://www0.gsb.columbia.edu/null/what_has_worked_all?exclusive=filemgr.download&file_id=645485&showthumb=0

4 Lakonishok, J., A. Shleifer and R. Vishny. “Contrarian investment, extrapolation and risk” Journal of Finance 49 (1994): 1541–1578.
PDF download (1176 KB)
http://www0.gsb.columbia.edu/null/what_has_worked_all?exclusive=filemgr.download&file_id=645486&showthumb=0

5 La Porta, R., J. Lakonishok, A. Shleifer and R. Vishny. “Good news for value stocks: Further evidence on market efficiency” Journal of Finance 52 (1997): 859–874.
PDF download (509 KB)
http://www0.gsb.columbia.edu/null/what_has_worked_all?exclusive=filemgr.download&file_id=645487&showthumb=0


推荐网站:

Recommendations
Web Sites
1 The Outstanding Investor Digest at www.oid.com.
A journal of interviews with famous value investors

2 Magic Formula Investing at www.magicformulainvesting.com.
Try out the "Magic Formula" at the heart of Joel Greenblatt's recent release The Little Book that Beats the Market.

3 Tweedy, Browne Company at www.tweedy.com.
Navigate to the Research and Reports section of the website to view the virtual "value library" of original research and papers produced by Tweedy, Browne Company.

4 Value Investor Insight at www.valueinvestorinsight.com.
VII distributes monthly issues and online bonus content each week. Each monthly issue contains two feature pieces on major value investors and articles on value investing today.

比尔·米勒的同事Michael Mauboussin在哥大商学院教“证券分析”课程

课程网站:
http://www.capatcolumbia.com/Coursework/course.htm

网站上有不少好东西:
1. 推荐阅读的文章
http://www.capatcolumbia.com/Reading%20Packet.htm

2. 推荐阅读的书目
http://www.capatcolumbia.com/bibliography.htm

3. Security Analysis Student Lecture Notes (课堂讲义)
http://www.capatcolumbia.com/Coursework/SA-Spring/studlect00.pdf

4. 配合课程阅读书目
http://www.capatcolumbia.com/Coursework/SA-Spring/TCONT_Spring07.pdf

5. 课程大纲
http://www.capatcolumbia.com/Coursework/SA-Spring/SYLLAB07.pdf
 

 

 

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