作者：RobertG.Hagstrom
出版社：JohnWiley&Sons
副标题：MasteringthePoweroftheFocusInvestmentStrategy
出版年：1999-03
定价：USD24.95
装帧：Hardcover
ISBN：9780471247661
内容简介
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The sequel to the New York Times bestseller The Warren Buffett Way reveals how to profitably manage stocks once you select them
Staking its claim on the New York Times Bestseller list for 22 weeks, The Warren Buffett Way provided readers with their first look into the strategies that the master uses to pick stocks. The follow-up to that book, The Warren Buffett Way Portfolio is the next logical step. It will help readers through the process of building a superior portfolio and managing the stocks going forward.
Building and balancing a portfolio is arguably more important than selecting any single stock. In The Warren Buffett Portfolio, Robert Hagstrom introduces the next wave of investment strategy, called focus investing. A comprehensive investment strategy used with spectacular results by Buffett, focus investing directs investors to select a concentrated group of businesses by examining their management and financial positions as compared to their stock prices. Focus investing is based on the principle that a shareholder's return from owning a stock is ultimately determined by the economics of the underlying business.
Using this technique, Hagstrom shows how to identify lucrative companies and manage investments synergistically for the best possible results. The Warren Buffett Portfolio draws on the collective wisdom of Warren Buffett and other mavens of focus investing, including economist John Maynard Keynes and investors Philip Fisher, Bill Ruane of the Sequoia Fund, and Charlie Munger, Vice-Chairman of Berkshire Hathaway. It clearly outlines the strategies and philosophies of focus investing and illustrates how to implement them effectively.
评论 ······
讲到了focus investing，probability，觉得把投资上升到了哲学的程度。这书不仅有用还很好看。
巴菲特之路的补充，部分内容有重复，新加的是概率论（用于确定仓位比例）、行为心理学和复杂系统预测的内容，可以快速阅读作为补充。
居然看完了，后百分之二十全是附录。
20201115
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