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目前顯示的是 五月, 2011的文章

把價值投資用在職棒選秀上:Moneyball By Michael Lewis  

你可曾想過職業棒球隊的戰績和隊上球員薪水的關係? 是不是球隊老板肯花大錢請球員,就可以提高勝利的機率? 你可曾想過把價值投資用在職棒選秀上嗎?  你可知道奧克蘭體育家隊在過去幾年運用價值投資的原則,以遠少於其它球隊的薪水,卻有更好或相當的戰績?
下表比較去年(2002)各主要球隊薪水與勝率

在本書中,作者介紹了,奧克蘭運動家隊的經理階層,如何運用價值投資的原則,採用『非傳統的棒球統計學』(Sabermetrics),來評估球員對球隊勝利的影響。靠著這獨到的眼光,因此可以用低價聘請到在『球員市場』上價值被低估的球員。也靠著這樣的方法,能夠用微薄的預算,來組成一支極富競爭力的球隊。
本書是一本價值投資人不可錯過的好書。
    作者: Micahel Lewis     出版社: Norton     ISBN: 0-393-05765-8
---原作發表於聚財網 Aug. 2003.

The Big Short: Inside the Doomsday Machine --- By Michael Lewis

Hardcover: 266 pages
Publisher: W. W. Norton & Company (March 15, 2010)
Language: English
ISBN-10: 0393072231
ISBN-13: 978-0393072235
       Michael Lewis is one of my favorite writers. In this book, he introduces you to several people who saw that 2007-2009 financial storm coming and went short against the mortgage bonds. These people are very interesting to me somehow. In particular, this one medical doctor, Dr. Michael Burry, struck a cord with me.
      Dr. Burry is not a new name to me. The first time I heard about him was in the late 1990s. At the time, he had this "blog" about investing before the word "blog" was used.
      I was learning about investing at the time and Dr. Burry's writing and real-time stock picks on the site showed me that there is an intellectual way of thinking about investment in general and stocks in particular. I may say that I have my networth today, to some extent, due to the intellectual framework formed at the time…