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Teach you to learn to invest (value investment study guide)

Free old wooden head

After investing for more than ten years, I have gained a little in A shares, and my knowledge and wealth are snowballing. I think as long as you don't take risks, you will go further and further on the right path. I feel that investing is like swimming. Seeing many people who can't swim jump into the sea at will, I think I can count as one, so I have the impulse to write this article. I just want you to make some necessary preparations before entering the stock market to avoid drowning.

The purpose of this article is to let you know how to learn investment and how to learn the correct knowledge effectively. Why should I write such an article? That was ten years ago. In 2006, I was also under the crazy influence of the bull market. My first contact with funds and the stock market was stimulated by the good news of making money on the internet and various stock markets. When I first learned about the stock market and funds, the first thing I thought of was how to learn. So I visited the forum and searched the internet, and saw many ways for "cattle people" to make money. It feels good. In that crazy bull market, money seemed to fall from the sky. As long as you have courage, you can earn a lot casually. You can double your income in a few months. Popular methods are also very effective. But we all know how it ends. After the crazy bull market, most people died.

Fortunately, I wanted to learn investment from the beginning, so I first thought of going to the bookstore, and the bookstore owner recommended several books to me. Through the study of books and years of practice, I embarked on the right investment path. I am very grateful to the bookstore owner who recommended me to buy these books. I also hope that through my more detailed guidance, more novices like me who have just entered the stock market, or investors who have struggled in the stock market for several years and still have not found the true meaning, or investors who know a little but still have many misunderstandings, or most of the leeks who have gone astray, can have a few or a dozen people who are destined to take the right path. Then my work is worthwhile.

Writing a similar series of articles should start from 20 1 1. At that time, on Sina blog, "how to learn to invest" was written very shallowly, but there were tens of thousands of readings, and several people should benefit from it. Later, I wrote an article on 20 13, "Old Wood teaches you to invest (20 13)". Today, many people blame the CSRC, bookmakers and major shareholders for the continuous decline of the Growth Enterprise Market, but they just don't reflect on their own ideas and methods. Although leek can only be destroyed and can't be educated, I still hope you are the leek that can be educated. The only way to change your destiny is to turn yourself into a tree instead of being cut down every year. Only by studying, learning the right ideas, learning the right knowledge and learning with the right attitude can we embark on the road of sustainable profit.

Investment is a very serious matter. Investment is not something you get for nothing, let alone buying and selling stocks like buying lottery tickets. Investment is a process of increasing the value of one's assets through one's own wisdom and labor. Then investment is not an opportunity as most people think, it is a process that needs continuous learning and full preparation.

So what should I learn? Learn from who? How to learn? These problems bother investors who want to invest but haven't started yet. Most investors or market participants have learned nothing and know nothing at all. Many investors learn K-line, and all kinds of curves and trends are busy. Most people made a little money together in the bull market and regretted it when they entered the bear market. The ultimate successful investors will only be a few people who have been baptized by the market, learned the right knowledge and achieved success. Many people think that China is not suitable for value investment, but only for speculation. That's just because they don't understand value investment and make excuses for their speculation and laziness. If you want to succeed for a long time and gain the ability to keep your wealth unchanged, instead of a windfall, then you can continue to study and learn the ability to invest. First of all, this is just a way to learn investment, not a way to teach you investment, because investment will be explained in detail by the following masters and teachers. I just want to introduce these teachers to you.

Let me introduce the first teacher: Benjamin Graham, who is the originator of the investment community and the teacher of many successful investors, including the most successful Buffett. From him, you can learn what investment is, how to invest and how to evaluate the value of the company. To learn from him, we must first read two of his most famous books: One is Smart Investor, which Graham wrote specifically for amateur investors, and Buffett called it "the greatest investment book ever". There is a blog post in my blog: (after reading Smart Investor-investors must read) You can read this blog post first, and then buy this Smart Investor to read it carefully. If after reading this book, you know what investment is and believe that you can invest, then congratulations, you can continue to learn to invest, otherwise you may continue to gamble, and I am sure there is nothing I can do because of you and the real you. Another professional book is Securities Analysis, Graham's classic, and it is also a must-read for professional investors. Buffett believes that every investor should read this book 10 times or more. This book introduces in detail how to analyze the value of securities from a professional point of view, with many examples. Although this book is difficult, Buffett memorized all the classic cases of this book at that time. If you can fully study and master it, you are not far from a successful investor. At least, you will recognize the real value and the real investment target, and avoid the permanent loss of countless mines and wealth. This book is more professional. In order not to undermine self-confidence, don't force yourself if you have difficulty reading, or it doesn't matter if you read it later.

The second teacher is: Philip A. Fisher Philip A. Fisher is an advocate of the investment concept of holding growth stocks for a long time, and also belongs to value investors. Fisher pays more attention to the growth of enterprises and is known as the so-called "father of growth value investment". In addition, Fisher's important contribution is that the research and analysis of enterprises should not only stay in financial figures, but also observe the actual operation and management of enterprises from the actual interviews. It is of great significance for Buffett to form his own investment philosophy. It was when investing in Sis Candy that Buffett bravely stepped out of the framework of Graham's investment philosophy. Buffett once said: "When I was reading How to Choose Growth Stocks, I found Fisher. I was deeply impressed by this man and his ideas. Through in-depth understanding of the company's business and using Fisher's skills, you can make wise investment decisions. " You can read my blog post: Value Book Guide Series-How to Choose Growth Stocks-Philip A. Fisher, buy How to Choose Growth Stocks and study it carefully. I think the small talk method used by Fisher in understanding the company was very difficult for amateur investors in the past. Now with the blog, Weibo and Snowball, our most important investment tool, the small talk method can be well realized, because if you pay attention to a company, you can pay attention to Weibo, the company's executives and related personnel, get some information from them, and learn from snowball friends who specialize in related enterprises or are familiar with related enterprises.

Of course, the third teacher is Buffett. He is the most successful person in the investment field and the main object of our research. He concentrated the advantages of the above two teachers. Buffett said that his investment strategy is "85% Graham and 15% Philip A. Fisher". Learn from Buffett. He hasn't written a book himself, but he writes Berkshire's letter to shareholders every year, which expounds his evaluation and understanding of investment and Buffett's letter to shareholders in Enterprise: A Course for Joint-stock Companies. This book collects and sorts out the essence of Buffett's letters to shareholders over the past 20 years. Buffett thinks this book is a first-class work to sort out his investment philosophy. Then, if you want to know more about Buffett's thoughts, you can read Buffett's annual letter to shareholders. My blogs include: Buffett's full letter to shareholders (1957-20 10), Buffett's letter to shareholders of early partnership companies (1958- 1969) and many others. Snowball: Buffett and His Wealth Life is the only authorized official biography, which reveals Buffett's real life from an unprecedented perspective. Over the years, the tall "stock god" in the spotlight finally stepped down from the altar, told the most touching story in his 78-year life with his most plain language and sincere heart, and shared the most valuable experience in his 60-year business and investment career. If you want to know more about Buffett, you can read this book. Buffett's success can't be separated from another person, that is, his partner: Charles Munger. Although his popularity among ordinary people is far less than Buffett's, he can lead you to make better investments and decisions like Buffett and give you a deeper understanding of the world and life. The Collection of Poor Charlie is a collection of his best speeches, proverbs and thoughts, which will prove it to you.

The fourth teacher recommended to you: Peter Lynch was born in 1944 65438+ 10/9, and is an excellent stock investor and securities investment fund manager. During the 13 years as the fund manager of Magellan Fund in Peter Lynch, the assets managed by Magellan Fund increased from $20 million to1400 million, and the number of fund investors exceeded100000, making it the flagship fund of Fidelity, with an average compound interest rate of 29.2%. His book "Successful Investment in Peter Lynch" encourages ordinary investors to build confidence in defeating professional investors. Even if ordinary investors use 3% intelligence, even if they don't have rich money and good professional education, they can get a good return on investment, even surpassing Wall Street experts. The book "Overcoming Wall Street" featured 2 1 classic stock selection cases, involving retail, real estate, service, recession, finance and cyclical industries. This is not only the specific operation of Lynch's stock selection, but also the key guidance of stock selection by industry. The book also summarizes the 25 golden rules of investment. Author Lynch condensed the true meaning of investment with his life's successful experience and failure lessons, which every investor should keep in mind, so as to find the right direction in the maze of the stock market. This book is not only the memoir of the most successful fund manager in the world, but also a rare practical course and case collection of stock selection. I recommend "Learning to Get Rich", which is a teaching material for safe driving training. Peter Lynch tells you the basic knowledge of investment in the way of grandma telling you stories, such as the development of American capitalism, the changeable stock market, the general situation of investment and the practice of stock selection. No wonder Warren Buffett said, "If I want to give my grandson a birthday present, I will buy them this book!" " "

Other "Buffett's Moat" worth learning has little to do with Buffett's content, and it was not written by Buffett. But it provides a reasonable framework for us to find companies with high long-term return on capital. It explains how to find a lasting competitive advantage in stock selection. In long-term investment, four sources of competitive advantage are particularly important: intangible assets, switching costs, network effects and cost advantages. This is also a magic weapon for us to win in the stock market for a long time.

Buffett teaches you to read financial reports. Mary Buffett, Buffett's ex-daughter-in-law, and david clark, the famous authority of Buffett's law, discuss Warren in this book. The essence of Buffett's thought introduces to readers how Buffett analyzes the company's financial statements in a simple way. You will learn: Buffett's tried and tested golden rule when analyzing the income statement and balance sheet. Why does high R&D cost kill a quality enterprise? How much debt does Buffett think a company should bear to avoid danger? Financial indicators used by Buffett to find companies with sustainable competitive advantages-according to these indicators, he can get rich long-term investment returns. How does Buffett use financial statements to evaluate the value of a company? After reading this book, you will master some simple financial indicators of Buffett's interpretation of company statements, which can help you identify which companies will win a great victory and which companies will end up in a fiasco in tomorrow's business war. Learn to analyze the company's financial report like Buffett, and you will certainly reap fruitful results in the stock market.

In this book, Pat Dorsey systematically expounds the investment methods and principles of company basic analysis and stock valuation: evaluating the intrinsic value of listed companies, choosing stocks worth investing and avoiding investment traps. ...

The author of Investor's Future abandons the popular "value" investment strategy and "growth" investment strategy, examines the investment strategy from the source of value, emphasizes the importance of "valuation", and analyzes investors' psychology of expecting too much from high-speed growth industries. Knowing the main content of this book, I have a blog post: "IBM or New Jersey Standard Oil? Investors must watch! This is the essence of investors' future, which shows the importance of valuation.

"Margin of Safety" Seth Karaman's value investment is a trading strategy of buying securities with undervalued intrinsic value at a considerable discount and obtaining good long-term investment return with minimal risk. This book expounds the philosophy of value investment, and perhaps more importantly, explains why it succeeded when all other methods failed.

What did the "Davis dynasty" know from Davis' double killing and Davis' double clicking? The investment of the Davis family is a real long-term investment: "Not five years, 10 years, but forever." Their investment began in the 1940s when most Americans were "afraid to buy stocks" and continued until the 1990s when most Americans were "afraid to buy stocks". In the long years of more than half a century, they experienced "two long bull markets, 25 stock price declines, two tragic bear markets, one market crash, seven minor bear markets and nine market depressions"; It also witnessed three major wars and long-term inflation. In these twists and turns, the Davis family has always adhered to the concept that long-term investment is lifelong investment. After 50 years of experiments, mistakes and improvements, the "Davis strategy" has certainly been adjusted among three generations, but there are 10 basic principles unchanged: do not buy cheap stocks, do not buy high-priced stocks, buy stocks of moderately growing companies with moderate prices, and wait patiently until the stock price is reasonable, go with the flow and invest in the theme.

Of course, there are many investment books to learn, but I gave you a long list of books at the beginning, for fear of scaring your lazy little heart, so you can finish reading the above books first and then talk about your future study.

The above are foreign investment books. Investment in China is not long, especially the concept of value investment. A small number of people in China have been studying value investment for nearly ten years. I'm glad to tell you that some people and friends I know who studied value investment seriously in the early days, including those I studied and those who discussed and communicated with them, and even some people who read my blog and then began to learn value investment, have achieved quite good investment performance. Most real value investors gradually accumulate wealth in this market where most people lose money. Some have achieved wealth freedom, while others are realizing wealth freedom. As long as we adhere to the core concept of value investment, it will be sooner or later to realize the constant preservation and appreciation of wealth and the freedom of wealth.

In the past ten years, some mature investors have begun to have a deeper understanding of value investment. They are willing to share their experiences and ideas, so some of them have written books. Fortunately, you can also buy a book to read.

Now I'd like to introduce some books, all of which I have read. I think they are good books for beginners to invest in.

The Fog of Omaha and Through the Fog: My View on Buffett's Investment and Management Thoughts are the works of Ren Junjie. In the fog of Omaha, the two authors extracted Buffett's "seven-story tower"-almost all the investment secrets are hidden inside. It is by mastering these secrets that the "seven floors" became the "Babel" of direct wealth, making Buffett once the richest man in the world. So, what is the core content of "seven floors"? Read it. Through the Fog further introduces Buffett's thoughts systematically, and summarizes the core of Buffett's investment from Buffett's shareholder letters and speeches on various occasions over the years, which is very worth reading.

The book "The easiest thing to invest" tells you some very simple rules and tools. Although it is impossible to be "always right" or "right at once", these rules and tools have been verified by many successful investors for a long time and touch on the essence and regularity of investment. Although these regular things seem to be the simplest things in investment, they are also the most essential things in investment, and will not be greatly different because of the difference in time and space.

Teach you to read financial statements by hand 1 and 2 are masterpieces of the Tang Dynasty. As a post-1970s generation, Tang Dynasty 1995 entered the futures market, assiduously studied Gray's technical analysis method, 1996 went bankrupt, and finally got four truths: stay away from leverage. After bankruptcy, he embarked on the right path of value investment. In 2006, he laughed at himself and became an otaku, that is, he didn't have to work and did whatever he wanted. What he is best at is translating Chinese you don't understand into easy-to-understand pronunciation. So you know what it means to teach you how to read financial reports by hand, which means that you can learn how to read financial reports very easily, so that investors without accounting foundation can read financial reports easily and see through the corporate secrets behind financial reports.

The book Buffett's Investment Case is the work of Huang Jianping. When Huang Ge just snowballed, I had tens of thousands of fans. But I haven't made much progress in recent years. Instead, I wrote first, and then set up my own private equity fund, with good performance. This book mainly takes time as a clue to analyze Buffett's investment companies one by one, focusing on the financial details, development, buying price, investment process and post-investment performance of Buffett's decision. It objectively presents the reality behind Buffett's investment decision and helps readers better understand Buffett's investment philosophy. The difficulty of sorting out these materials is enormous, which shows Huang Jianping's persistent character. This book is definitely worth reading.

Reading Bank Shares was written by that fish. The author's investment time is not long, but the spirit of specialized research is very respectable. This book mainly studies banking stocks from the perspective of investment. Tell you the future profit model, how to analyze bank stocks, and what are the characteristics between banks, so that you can know more specifically the investment value of banks and whether it is an opportunity or a trap to face market prejudice.

The Road to Low Risk Investment is Xu Dawei's masterpiece. The user name of the author Snowball is David's Road to Freedom. This book allows you to learn the investment methods of low-risk varieties such as graded funds, convertible bonds and bonds, with many cases and steps. It is a rare and good book with practical significance.

"Graham's Way" explains the investment ideas of Graham and his famous value investment disciples easily and happily by asking and answering questions between Graham and his disciples. Combined with more than 50 real cases of China A shares and Hong Kong stocks, it is easier to understand the essence of format theory. As a beginner, this is a rare good book.

The index fund investment guide is the work of snowball user bank screws. For most people, stock investment may not be the best choice. For most working-class people, the fixed investment of the fund should be the best choice. How to invest in funds? What is an index fund? What index funds are there? What's the easiest way to make the most brainless people earn more than 99% people who buy stocks? How to make your wealth grow rapidly in the simplest way? I told the author that he had done a very remarkable thing. An ordinary and great thing, he has been insisting on it for two years, and publishing index valuation every day, as a fixed investment of fans, will change the financial situation of countless people in ten, twenty or even decades. So what he seems to be simple for a long time is actually very remarkable. If you are also afraid of trouble and feel that you are not Buffett, then you can pay attention to him and continue to vote. I believe that most of the possibilities will be much stronger than your own investment.

Investment books are introduced here. After reading these books, I think you should be reborn. But you will certainly encounter many problems on the road of investment. What should we do next? The most important thing is to actively seek answers. As long as you are willing to learn and explore in the network society, you will certainly succeed. But if you have some successful friends around you who are willing to share and communicate, then you will not be so lonely and your difficulties will be easily solved. Let me introduce you to some friends who are practicing value investment. They have different identities and wealth, but they share many of the same ideas and become more and more successful. I believe that among these people, there will be Graham and Buffett in China in the coming decades. Fortunately, we can learn from them and communicate with them easily. Now let's get to know each other. 20 1 1 and 20 13 The friends I mainly introduced are in blogs and Weibo, and now most of them are snowballing. So unless otherwise specified, all users of my at are snowball users. If you see this article in other places, you can read this article in Snowball to find these friends directly and pay attention to them, so that you can exchange and learn.

The following rankings are in no particular order, not that the more fans the better, nor that the more speeches the better. For beginners, it is not to distinguish who is the best, but to know what they can learn. What qualities are worth learning from them and what thoughts are shining? Of course, everyone has shortcomings, and some shortcomings don't need us to blame. What we need is to learn the advantages of others, not to care about their shortcomings in your eyes.

Brother @ U- trillion lonely road

As a veteran of investment for 20 years, he has accumulated great wealth. In 20 years, it has made hundreds of investment achievements. And began to have a longer-term planning and some investment ideas. He wrote these ideas into a book called "Handed down Books, Ten Sages for Handed Down Investment". Rethink the investment mode from the most essential core, how to rely on these investment sacred ways to obtain financial freedom and finally realize wealth inheritance. This paper attempts to redefine stock investment from the height of strategic layout, the depth of philosophical speculation and the breadth of wealth inheritance. I haven't read this book yet, and I plan to study it in the near future.

@ Dualistic Thinking

Calling yourself a snowball is to learn to communicate and find out the blind spots of investment or speculation. You are welcome to correct me at any time. There are investment and speculation in the stock market. Earn the money of the enterprise first, and then embrace the money of the market; The former is based on value, while the latter is based on trend. As far as investment is concerned, there are three types of favorite enterprises: one is that the business model is relatively determined to be anchored by dividends, and the other is to periodically reverse cigarette butts; The third is a growth company with the possibility of innovation. Welcome to communicate, as long as you are online, you will answer.

@ Zhang Kexing

Zhang Kexing, general manager of Beijing Grey Asset Management Center (Limited Partnership), has written many articles on investment, and has a deep understanding of value investment, and the fund performance is also very good. It is believed that buying stocks means buying enterprises and paying attention to long-term returns. Therefore, it is worth paying attention to learning.

@ People who don't know the truth

Snowball founder, but in Snowball, he has another name called "abbot", laughing at Snowball's main business: chatting with others. Sideline: gambling. In fact, he is really like an expert in the world and is good at investing in philosophy. His eyes are poisonous, so the abbot is definitely not in name only. Investment must snowball, snowball must pay attention to and Doby abbot.

@ Pan Pan _ Strategic Investment

Pan Pan, general manager of Nanjing Yangfan Zhiying Investment Co., Ltd., formerly known as Pan Pan Value Investment, was later renamed as Pan Pan Strategic Investment. His investment strategy: build a strategy around the core investment idea that the essence of investment is probability, and look for investment opportunities with a winning probability much higher than 50%. At present, the main investment strategies include discount premium arbitrage/discount arbitrage of graded funds, discount futures arbitrage, inter-period and inter-variety arbitrage of commodity futures and so on. At present, there are some unsuitable or seldom used alternative strategies, such as stock alpha strategy, convertible bond arbitrage strategy, spot arbitrage strategy and some technical analysis related strategies. If the opportunity is right, they will also buy undervalued blue-chip stocks that hold some positions (and make innovations). Probability theory, margin of safety and dispersion principle are his investment principles. Pan Pan is an investor who is very good at learning and summarizing. We have known each other for many years.

@ A maverick pig

He follows a simple investment concept and persists with infinite perseverance. This is his "minimalism" investment strategy, because the market is a complex adaptive system, and its appearance is complex and chaotic. Many times, the logic of "seeing it right" is only a temporary "market popularity theory" and does not have "continuity". In my opinion, only the simplest and most essential things are the most important.

@ Hermit Woodland

He thinks that when we buy stocks, PE, PB, ROE and financial statements are not the most critical. The most important thing is whether each company's different business models are understandable, willing to trust and willing to bet in the face of future uncertainty. I have been a corporate executive for many years, including the executives of listed companies, and I know how unreliable high growth is. I don't think there is a perspective eye. I will only extrapolate along the existing track, which is much easier.

@ obscene obscene obscene obscene obscene obscene obscene

Since 1993, he has invested in the secondary market for 24 years. Since 2006, he has written a monthly "Tiannan Financial Health Talk" in Qian Jing magazine and China Financier, hoping to prove that there are other successful ways to invest in the stock market besides gambling. He also wrote "20 Years of an Investor", which recorded in detail the simulated real portfolio and all stock markets starting from 6,543,800 yuan in 2007. It is also an investment book worth reading.

@ Optimistic about newcomers in the stock market

He believes that investment is a part of life. If life is unhappy because of investment, it is a bit of putting the cart before the horse. He believes that success requires: 65,438+0, and a firm belief in the goal. 2. The correct method. 3, must have enough training intensity. There is a deep research on financial stocks, especially undervalued bank stocks.

@ Bafflinch Xiaoeh

The Tang Dynasty said that she was not only the best investor among beautiful women, but also the most beautiful woman among outstanding investors. She believes that investment is the process of discovering facts and judging facts. "Holding excellent company stocks at extremely low prices is still more profitable than picking up cigarette butts. Why? Cigarette butts or ordinary cheap stocks have a problem of delayed value return. I may not be able to come back for two or three years after buying it, so my account will not grow in these two or three years and I can only eat the northwest wind. In case of poor performance during this period, I can only drink noodle soup. If I have the opportunity to buy a good company at a very low price, and the ROE is high and grows rapidly every year, I will still buy several times as much as PE. . . Oh, my god, it floats when I think about it. . . "

Jeff

Is a madman with personality and independent thinking. It is said that the market is far away and kung fu is outside the city. On weekdays, they don't care about the market and do nothing. Most of them share good books, articles, movies, music and games, not enterprises, industries, economies and policies. This is the meaning of price investment. Look at the market from a distance and make time to enjoy life. Of course, the investment is also very successful.

@ Liberated Mogwai

The book The Best Portfolio-The Investment Secret of a Retail Investor entered the stock market in 2006. During this period, the stock index fluctuated. Fortunately, it experienced the biggest change in the domestic securities market in nine years. In securities investment, the biggest pride is that in 2008, it almost escaped the big bear market unscathed. The most disappointing thing is that 20 10 was wrong, and Man Cang suffered a stock market crash caused by real estate regulation, with heavy losses. The biggest regret is that I missed five trips to Lijiang under the condition of detailed investigation. The biggest comfort is that so far, the return on securities investment is not bad, and the most important thing is to form a set of trading methods that suit you.

@ 京京京京京

Graham-style value investment, buy all kinds of assets at a discount, and go to places where there are many people! Constantly revise and improve the investment system, and spend a lifetime honing your skills. He wrote the book "The Way of Graham", and explained the investment ideas of Graham and his famous value investment disciples in a relaxed and happy way by asking questions from Graham and his disciples. Combined with more than 50 real cases of China A shares and Hong Kong stocks, it is easier to understand the essence of format theory. As a beginner, this is a rare good book.