[财经博文] Gregeph的投资蓝图

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【序言】爱股网投资文摘收录50多名国内知名价值投资博客的文章，从而为广大用户提供最新、最有价值的投资文摘。在这里你可以领略投资高手们的投资理念，关注他们的投资组合，了解他们的选股思路以及他们对个股和行业的看法。
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2011-02-12 16:17:03  新浪博客  夕饮冰

                       
（夕注：Gregeph对投资的理解很对我的胃口，本博曾转过他的几篇文章，现在一起去看看他完整的工作方法。
我希望自己有时间能把这些链接都变成中文。）  
   
为了成为一个成功的投资者，你需要一个被实践检验过的、合理的投资框架。我的投资详尽计划分为十步：  
   
1、广泛地、连续不断地搜寻新的投资点子；  
2、像一个老板一样行动；  
3、只买你能理解的东西；  
4、买好的企业；  
5、投资那些有优秀管理人员的公司；  
6、用能够得到的最便宜的价格买入企业；  
7、专注于你最好的点子；  
8、耐心；  
9、避免愚蠢的错误；  
10、变成一部学习机器。  
   

十步详解  
   
下面是关于这十步的其它帖子。  
1. 广泛地、连续不断地搜寻新的投资点子  

• Search
  Tools
  
• 13 Ideas to Improve
  Your Search Strategy
  
• Small Stock
  Investing: The Path to Riches?
  
• More Thoughts on
  Small Cap Investing
  
• How to Use the Time You
  Devote to Investments
  
• Buffett on How to
  Allocate Capital
  

2.  像一个老板一样行动  

• Knowing a Business
  Leads to Investing Success
  
• Doug Kass and Market
  Noise
  

4. 买好的企业  

• The Mark of a Good
  Business: High Returns on Capital
  
• The Mark of a Good
  Business: High Returns on Capital (Part
  2)
  
• The Mark of a Good
  Business: High Returns on Capital (Part 3)
  
• Another Reason Why
  Investing in a Good Business Makes Sense
  
• The Importance of
  Clarity in Valuing a Business
  
• The Ability to
  Reinvest Capital – The Mark of Investments that Generate
  Wealth
  
• Thinking about
  American Express’s Competitive Position
  
• The Financial
  Performance of Wide-Moat Companies
  

5.  投资那些有优秀管理人员的公司  

• Buffett Taps Combs –
  Confirms Principles
  
• Berkshire’s Scott
  Fetzer: A Lesson in Durable Competitive Advantages
  
• 6 Ways to Evaluate
  Whether Management is Capable and Honest
  

6.  用能够得到的最便宜的价格买入企业  

• Acquisition
  Values
  
• EV/EBIT Ratio Trumps
  P/E Ratio
  
• Buffett: Growth vs.
  Value is a False Distinction – It’s What You Get for Your
  Money
  

7. 专注于你最好的点子  

• Opportunity Cost:
  Buffett & Munger’s Powerful Investing
  Filter
  

8.  耐心  

• A Framework for
  Selling a Stock
  
• Patience and Finding
  an Edge
  
• Patience Plus a Great
  Franchise Can Make You Wealthy
  
• Leading with Patience
  – The Will to Wait
  

9.  避免愚蠢的错误  

• A Blueprint for Being
  a Lousy Investor
  
• More on Investing
  Checklists
  
• Charlie Munger: What
  Would he Make of Stock Recommendations and Incentives?
  

10.  变成一部学习机器  

• The Larry Bird Work
  Ethic
  
• The Pomodoro
  Technique: A Way to Manage Your Time
  
• On the Folly of
  Abandoning the Basics in Favor of Shortcuts
  
• It’s What You Do That
  Counts
  
• Bruce Greenwald on
  Lessons Learned from the Financial Crisis
  

                                                          
               
                                               
               
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