(ZT) Understanding market psychology generally is important. Understanding day to day market psychology is impossible.
-liox(甲股纹);
2013-5-19(#152532@43)
(ZT) Technical analysis is bunk. Buffett tried it for 6 years.
Whether you get the best possible buy or not is not important. Just get good value for a steal.
-liox(甲股纹);
2013-5-19(#152533@43)
Please tell me how to join?
-mzhou2020(菜鸟);
2013-12-1(#152927@43)
Warren Buffet on competitive advantage: “The key to investing is not assessing how much an industry is going to affect society, or how much it will grow,but rather determining the competitive advantage of any given company and, above all, the durability of that advantage.”
-liox(甲股纹);
2013-7-17{121}(#152716@43)
Don’t forecast. Buy what is cheap today. Let other people deal with the odds against predicting the future.
-liox(甲股纹);
2013-7-17(#152717@43)
very good. I am interested. I am practicing what he says and he does.
-yxlz(Tom);
2013-9-3(#152799@43)
always keep MoS in mind.
-liox(甲股纹);
2013-9-3(#152800@43)
hi, how to join it?
-yxlz(Tom);
2013-9-3(#152801@43)
join what? if 美股研究组, just go and click for application
-liox(甲股纹);
2013-9-3(#152803@43)
I re-send my application to join, please approve
-stormstormxiong(呆呆熊);
2013-9-4(#152804@43)
You are in.
-liox(甲股纹);
2013-9-4(#152805@43)
Thank you, I am in
-stormstormxiong(呆呆熊);
2013-9-4(#152807@43)
Excellent points for long-term investments. But identifying these stocks is not a easy task, I think.
-mimeme(tl);
2013-9-1(#152793@43)
That's very true. But long term inveting is not the only way. A number of mispriced stocks are opportunities to find value.
-liox(甲股纹);
2013-9-2(#152797@43)
Any recommendations on how to find these mispriced stocks?
-mimeme(tl);
2013-9-4(#152808@43)
Agree. I believe that investment is an art rather than a science. Eventually it is the supply and demand that drive stock prices. All analysis and information are just to convince people to buy or sell, therefore change the equilibrium point.
-mimeme(tl);
2013-9-7(#152814@43)
Eventually, the price is determined by its intrinsic value.
-liox(甲股纹);
2013-12-3(#152933@43)
The best of Value Investing
-liox(甲股纹);
2014-2-19(#153647@43)
The World's Best Investment Advices from valueinvestor- Warren Buffett, Peter Lynch, John Templeton, Seth Klarman, Charlie Munger, Walter Schloss, Bill Ackman, Bruce Greenwald, Martin...
-liox(甲股纹);
2014-2-19(#153648@43)
Very true! 巴菲特的投资绝不会在mini, small cap.任何小于10B市值的股票估计对他而言,毫无疑义。我没他那大的船开,所以我没有一支他的股票。如果他也对small cap感兴趣,那他咋忙得过来呀?巴菲特的思想,或者说价值投资的思想,才是真正要学习的,不是形式。
-liox(甲股纹);
2014-2-23{64}(#153697@43)
一只股的基本面好不好,有个前提是它的价位。离开了价位谈基本面好不好,不是价值投资者的方法。比如V是我认为非常非常优秀的股票。但是价位太高啊。ARCO在目前的价位上,不算高,也表明市场对它有些concern (exposure to Latin American economy), 弄清并分析清这些concern,便是你买入,或不买入的基础。
-liox(甲股纹);
2014-4-6{146}(#154090@43)
"Our 46-year record against the S&P, a performance quite good in the earlier years, is now only
satisfactory."Our 46-year record against the S&P, a performance quite good in the earlier years, is now only
satisfactory. The bountiful years, we want to emphasize, will never return. The huge sums of
capital we currently manage eliminate any chance of exceptional performance. We will strive,
however, for better-than-average results and feel it fair for you to hold us to that standard."
-liox(甲股纹);
2014-4-21{385}(#154423@43)