Acknowledgments
Introduction
I. Where Most Investors Stumble
1. Speculators and Unsuccessfule Investors
2. The Nature of Wall Street Works Against Investors
3. The Institutional Performance Derby: The Client Is the Loser
· · · · · ·
(更多)
Acknowledgments
Introduction
I. Where Most Investors Stumble
1. Speculators and Unsuccessfule Investors
2. The Nature of Wall Street Works Against Investors
3. The Institutional Performance Derby: The Client Is the Loser
4. Delusions of Value: The Myths and Misconceptions of Junk Bonds in the 1980s
II. A Value-Investment Philosophy
5. Defining Your Investment Goals
6. Value Investing: The Importance of a Margin of Safety
7. At the Root of a Value-Investment Philosophy
8. The Art of Business Valuation
III. The Value-Investment Process
9. Investment Research: The Challenge of Finding Attractive Investments
10. Areas of Opportunity for Value Investors: Catalysts, Market Inefficiencies, and Institutional Constraints
11. Investing in Thrift Conversions
12. Investing in Financially Distressed and Bankrupt Securities
13. Portfolio Management and Trading
14. Investment Alternatives for the Individual Investor
Glossary
Bibliography
Index
· · · · · · (收起)
![[美国] Seth A. Klarman](https://img3.doubanio.com/view/personage/m/public/a4199ffa28dc14e3d021599bb7abc95c.jpg)
penddy
马尔代夫的驴
serra
静水流深
肖俊清
中国青年出版社2016版（其他版本）
45 有用 商夏 2013-10-14 10:15:20
我觉得当我离开这个世界的时候，我能留下这样一本书，就算我为社会做贡献了。
3 有用 cioran 2017-09-12 23:48:57
影印中文版。「安全边际总是依赖所支付的价格。不管哪种证券，安全边际在某个价位会较大，在一些高价位会较小，在一些更高的价格时，则根本不存在。」（格雷厄姆）
18 有用 ILoveRMB 2013-09-10 23:36:17
保有现金，等待最佳的击球机会
2 有用 李撒欢 2013-02-08 10:15:09
这本书解决了自己对于价值投资没想明白的问题，绝对属于入门推荐读物。而安全边际这四个字也是价值投资的基石。Margin of Safety，铭记。
22 有用 502的牛 2011-06-13 17:35:06
首先，卡拉曼对机构投资行为相当有研究，这从书中第一部分卡拉曼对垃圾债券、87年股灾的分析可见一般。其次，卡拉曼在书中介绍了寻找到价值股的几个策略，分别是投资企业清算、投资复杂证券、投资认股权配售、投资风险套利、投资分拆企业、投资困境和破产证券，最后，想想自己的投资对安全边际的要求