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非赚不可

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雪球人气用户投资宣言。
证券市场红周刊倾力打造。
雪球网腾讯手机频道联袂推荐。
商业逻辑与投资策略的精彩碰撞。

Content Description

《非赚不可》是由《证券市场红周刊》与雪球网、手机腾讯网三方通力合作打造而成,集合了《证券市场红周刊》优秀资深记者、雪球社交平台资源、手机腾讯网独家品牌“小刀说股”用户的三方优势,汇集了雪球网20名高端用户的投资经历与投资策略,详细反映了国内价值投资者的原貌。

Author Description

袁园,雪球网网名@圈儿,2007年加入《证券市场红周刊》,红周刊优秀资深记者,负责私募等机构领域的报道。其开拓的与雪球网、手机腾讯网合作的栏目《投资者人物专访》,内容鲜活、视点独特、采访深入,在业界独树一帜,成为《证券市场红周刊》新的品牌栏目,并对投资者有很强的借鉴作用。

Comments

★从小小辛巴、国老到释老毛,从富兰克凌到水晶苍蝇拍、岁寒知松柏……这些有趣或许奇怪的名字,对于社交网络平台的雪球用户来说却极为熟悉,他们都是活跃在雪球上最具人气、颇具个性并有着丰富投资经验的个人投资者。投资并非这些嘉宾们的本职工作,但那份对于投资的执著和热爱成为他们的一种共同信仰。这些人不会身负各种利益的枷锁,所以更乐于分享自己的独特见解,通过《红周刊》记者的深入采访,将更多可复制的投资细节娓娓道来,为众多球友和读者所喜欢。
——林 中《证券市场红周刊》执行主编


★建立投资模型远比追踪市场变化重要,尤其是在市场波动加剧以后,投资模型其实是现金的“护城河”。放过投资收益,其中职业投资人对于风险的管理让人深思。
——霍博华“小刀说股”创始人


★如何评估这些雪球用户间交流的价值?我亲眼看见,一条本来很琐碎杂乱的信息,在持续的互动中,拼出了一件事情的全景图;我也亲眼看见,投资业务的入门用户在雪球的持续灌水中,成长为很专业的金融分析师,甚至找到了一份这方面的工作。人是活的,信息也是活的,这就是社交网络的魅力。
——方三文雪球网创始人

Catalogue

推荐序
序言
第1章
@ DAVID自由之路:从价值扭曲的机会中套利 / 1
第2章
@追寻高ROE的林地 / 9
第3章
@大道至简-荣令睿:在能力圈里淘宝“希望之钻” / 15
第4章
@伙伴资本看公司:用腿跑出来的价值投资 / 35
第5章
@许志宏:像做生意一样买股票 / 43
第6章
@ conan的投资笔记:看懂“灰姑娘”成长的真谛 / 53
第7章
@释老毛:无为而治不劳而获 / 61
第8章
@国老:我的投资血泪史 / 89
第9章
@小小辛巴:追求长胜的容错之道 / 99
第10章
@富兰克凌:4G旋风将到,你系好安全带了吗 / 111
第11章
@梁剑:i美股是怎么滚成雪球的 / 121
第12章
@付羽的投资笔记:如何把控基本面和市场若即若离的暧昧 / 129
第13章
@耐力投资:价值投资,成长还是价值 / 139
第14章
@每天发现一个更好:在高利率时代冬播希望的种子 / 151
第15章
@西峯:分化中的房企向左还是向右 / 161
第16章
@ Benjamin顾斌:中国特色背景下的医药公司怎么选 / 171
第17章
@独立财经分析师:一个10倍股发现者的投资思路 / 183
第18章
@岁寒知松柏:败也财务,成也财务 / 191
第19章
@ renjunjie19:巴菲特适合中国吗 / 203
第20章
@水晶苍蝇拍:一个散户的自我修养 / 213

Introduction

分享普通人“吐槽”投资的快乐
从小小辛巴、国老到释老毛,从富兰克凌到水晶苍蝇拍、岁寒知松柏……这些有趣或许奇怪的名字,对于社交网络平台的雪球用户来说却极为熟悉,他们都是活跃在雪球上最具人气、颇具个性并有着丰富投资经验的个人投资者。相对于平常的发言,如今把他们的投资经历、交易体系、心得经验包括教训等都呈现在了《投资人物专访》专栏上,并集结成本书。
如采访者袁园所言,这些个人投资者不是“高大上”的那一类,他们都是生活中的普通人,很少西装革履,也更随和自然。这些人来自各行各业,有工程师、大学教授、企业高管、天使投资人、公司老总等,专业的产业背景让他们具有鲜明的能力圈。他们可能不会面面俱到,但却对自己所处的行业如数家珍、观点犀利。投资并非这些嘉宾们的本职工作,但那份对于投资的执著和热爱成为他们的一种共同信仰。这些人不会身负各种利益的枷锁,所以更乐于分享自己的独特见解,将更多可复制的投资细节娓娓道来,为众多球友和读者所喜欢。
《投资人物专访》是《证券市场红周刊》与雪球、手机腾讯网三方通力合作的一个栏目,集合了《证券市场红周刊》优秀资深记者、雪球社交平台资源、手机腾讯网独家品牌“小刀说股”广泛用户的三方优势打造的一个开放性的传播平台。纸媒+网络+移动互联,最大限度地发挥了“三军”的优势。
《证券市场红周刊》已经有十多年历史,可以说是资本市场上最有影响力的证券类杂志之一。多年来,杂志社优秀的资深记者不断涌现。例如《张望股市》的作者张越,还有张宇、马曼然、田刚等,而本书的作者袁园就是其中最新的一位。雪球最具人气投资者的采访就是由她来完成的。
对于这个系列采访,袁园下了极大的工夫,从前期的资料准备到详尽的采访,再到后期的修改确认,袁园都倾注了极大的心血和精力。嘉宾们肚子里都有“水”,但有的嘉宾能水漫金山,有的则大水无痕,如何能让嘉宾愉快地“吐槽”其实并不是一件很容易的事情,袁园在其中做了大量的工作,有时甚至一次采访就聊五六个小时。
这个系列专访,内容鲜活、视角独特、采访深入,在业界独树一帜,成为《证券市场红周刊》新的品牌栏目,并对投资者有很强的借鉴作用。袁园性格沉静,平常话并不是太多,但是通过这一系列采访我看到了一个优秀记者身上所爆发的能量,一个热爱媒体、热爱证券的记者所蕴含的潜质。
本书定稿合集,选自《证券市场红周刊》系列投资人物专访。好文章是写出来的,同时也是改出来的,这里的每篇文章也都经过了周刊编辑的精心修改,本书绝大部分为原稿呈现,少部分作者、嘉宾进行了新的修改。
随着本书的出版,《投资人物专访》之个人投资者专题暂时告一段落。不过《证券市场红周刊》、雪球、手机腾讯网独家品牌“小刀说股”合作,并得到私募排排网大力支持的明星私募专题已经正式开启!明星私募们的投资经历、所思所想,都将在《投资人物专访》上完美呈现!
另外,《证券市场红周刊》与雪球、新浪股吧合作的新专题《十倍股》已经推出,欢迎投资者互动讨论。总之,《证券市场红周刊》希望致力于证券媒体资讯这个行业,与合作伙伴们能长期、有效地多做些对投资者的思考有帮助的事情。
时间会向右突破,投资只是生活、生命中的一部分,本书名为“非赚不可”,也是我们衷心的祝愿!祝愿投资者生活、投资都能如意!
《证券市场红周刊》执行主编林中



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