书名:The Little Book That Builds WealthTheKnockoutFormulaforFindingGreatInvestments
作者:PatDorsey
译者:
ISBN:9780470226513
出版社:JohnWiley&Sons
出版时间:2008-2-29
格式:epub/mobi/azw3/pdf
页数:126
豆瓣评分: 8.7
书籍简介:
在线阅读本书 In The Little Book That Builds Wealth, author Pat Dorsey—the Director of Equity Research for leading independent investment research provider Morningstar, Inc.—reveals why competitive advantages, or economic moats, are such strong indicators of great long–term investments and examines four of their most common sources: intangible assets, cost advantages, customer–switching costs, and network economics. Along the way, he skillfully outlines this proven approach and reveals how you can effectively apply it to your own investment endeavors.
作者简介:
帕特•多尔西 Pat Dorsey
超一流的价值投资分析专家
★晨星公司证券分析部主管
★主导“晨星证券评级”与“晨星护城河评级”
★特许财务分析师
★畅销书《股市真规则》作者
★西北大学政治学硕士
★卫斯理大学政府学学士
帕特•多尔西是世界顶级评级机构晨星公司股票研究部负责人,定期为Morningstar.com供稿。他在发展晨星公司股票覆盖范围方面起到关键的作用。他的观点被众多知名媒体广泛引用,如《今日美国》、《美国新闻与世界报道》、《NBC晚间新闻》及CNBC和CNN等。他常被邀请参加福克斯新闻频道《看多看空》节目
书友短评:
@ omom 看的g talk. 什么是moat: sony vs. tiffany, oracle; management << moat (除非极度NB如巴菲特); lack focus of moat vs. cross-innovation (取决于核心业务是否还在, e.g. google, 并扩张; 也和公司阶段有关, 增长阶段做新东西,成熟阶段做优化); re-invest是极其重要的能力,否则无法持续扩大规模. 最后,我觉得moat是投资者追求的东西,科技公司追求的还是创新 (1), moat只是创新规模化后逐渐形成的 (后面的0)
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