大师智慧
与投资有关的大师
沃伦E.巴菲特 (Warren E. Buffett)
巴菲特致股东的信 - 2018
巴菲特致股东的信 - 2017
更多 巴菲特致股东的信 1977 - 2018
查理T.芒格 (Charles T. Munger/Charlie Munger)
芒格致Wesco股东的信 - 2009
芒格致Wesco股东的信 - 2008
更多 芒格致Wesco股东的信 1997 - 2009
霍华德·马克斯 (Howard Marks)
霍华德·马克斯 投资备忘录 - 2019
霍华德·马克斯 投资备忘录 - 2018
更多 霍华德·马克斯 投资备忘录 1990 - 2019
高毅资产 - 投资思想
重阳投资 - 思享重阳
伯克希尔-哈撒韦 年/季报 (BERKSHIRE HATHAWAY INC.)
杰夫·贝佐斯 (Jeffrey P. Bezos) <电商>
电商圣经: 贝佐斯致亚马逊股东的信 - 2017
电商圣经: 贝佐斯致亚马逊股东的信 - 2016
更多 贝佐斯致亚马逊股东的信 1997 - 2017
亚马逊 (Amazon) 创立者与CEO
官方网站
亚马逊 投资者关系 (Amazon ANNUAL REPORTS, PROXIES AND SHAREHOLDER LETTERS)官网文章 : 2017 Letter to Shareholders
官网文章 : 2016 Letter to Shareholders
站内阅读
电商圣经: 贝佐斯致亚马逊股东的信 - 2017
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电商圣经: 贝佐斯致亚马逊股东的信 - 2016
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电商圣经: 贝佐斯致亚马逊股东的信 - 2015
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电商圣经: 贝佐斯致亚马逊股东的信 - 2014
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电商圣经: 贝佐斯致亚马逊股东的信 - 2013
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电商圣经: 贝佐斯致亚马逊股东的信 - 2012
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电商圣经: 贝佐斯致亚马逊股东的信 - 2011
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电商圣经: 贝佐斯致亚马逊股东的信 - 2010
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电商圣经: 贝佐斯致亚马逊股东的信 - 2009
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电商圣经: 贝佐斯致亚马逊股东的信 - 2008
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电商圣经: 贝佐斯致亚马逊股东的信 - 2007
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电商圣经: 贝佐斯致亚马逊股东的信 - 2006
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电商圣经: 贝佐斯致亚马逊股东的信 - 2005
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电商圣经: 贝佐斯致亚马逊股东的信 - 2004
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电商圣经: 贝佐斯致亚马逊股东的信 - 2003
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电商圣经: 贝佐斯致亚马逊股东的信 - 2002
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电商圣经: 贝佐斯致亚马逊股东的信 - 2001
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电商圣经: 贝佐斯致亚马逊股东的信 - 2000
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电商圣经: 贝佐斯致亚马逊股东的信 - 1999
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电商圣经: 贝佐斯致亚马逊股东的信 - 1998
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电商圣经: 贝佐斯致亚马逊股东的信 - 1997
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官方网站
橡树资本管理公司 (Oaktree Capital Management, L.P.)外站链接
站内阅读
投资备忘录 - 2019
Political Reality Meets Economic Reality
投资备忘录 - 2018
The Seven Worst Words in the World
Investing Without People
Latest Thinking
投资备忘录 - 2017
Yet Again?
There They Go Again... Again
Lines in the Sand
Expert Opinion
投资备忘录 - 2016
Go Figure!
Implications of the Election
Political Reality
Economic Reality
What Does the Market Know?
On the Couch
投资备忘录 - 2015
Inspiration from the World of Sports
It’s not Easy
Risk Revisited Again
Liquidity
投资备忘录 - 2014
The Lessons of Oil
Risk Revisited
Dare to Be Great II
Getting Lucky
投资备忘录 - 2013
The Race Is On
The Role of Confidence
The Outlook For Equities
High Yield Bonds Today
Ditto
投资备忘录 - 2012
A Fresh Start (Hopefully)
On Uncertain Ground
It's All A Big Mistake
Déjà Vu All Over Again
Assessing Performance Records A Case Study
What Can We Do For You?
投资备忘录 - 2011
It's All Very Taxing
What's Behind the Downturn?
Down to the Wire
How Quickly They Forget
On Regulation
投资备忘录 - 2010
Open and Shut
All That Glitters
Hemlines
It’s Greek to Me
Warning Flags
I’d Rather Be Wrong
Tell Me I’m Wrong
投资备忘录 - 2009
Touchstones
So Much That’s False and Nutty
Will It Work?
The Long View
投资备忘录 - 2008
Volatility + Leverage = Dynamite
The Limits to Negativism
Nobody Knows
Plan B
What Worries Me
Doesn’t Make Sense
The Aviary
The Tide Goes Out
Whodunit
Now What?
投资备忘录 - 2007
No Different This Time – The Lessons of ‘07
Now It’s All Bad?
It’s All Good
It’s All Good . . . Really?
Everyone Knows
The Race to the Bottom
投资备忘录 - 2006
Pigweed
The New Paradigm
Dare to Be Great
You Can’t Eat IRR
Returns, Absolute Returns and Risk
It Is What It Is
Risk
投资备忘录 - 2005
Hindsight First, Please (or, What Were They Thinking?)
A Case in Point
There They Go Again
Oaktree at Ten
投资备忘录 - 2004
Hedge Funds: A Case for Caution
Risk and Return Today
The Happy Medium
Us and Them
Hey, Steward!!
投资备忘录 - 2003
The Feeling's Mutual
What’s Your Game Plan?
The Most Important Thing
What's Going On?
Whad’Ya Know?
投资备忘录 - 2002
Returns and How They Get That Way
Etorre's Wisdom
Quo Vadis?
The Realist's Creed
Learning From Enron
投资备忘录 - 2001
You Can't Predict. You Can Prepare.
What Lies Ahead?
Notes from New York
What's It All About, Alpha?
Safety First . . . But Where?
投资备忘录 - 2000
We're Not In 1999 Anymore, Toto
Investment Miscellany
Irrational Exuberance
bubble.com
投资备忘录 - 1999
How's the Market?
投资备忘录 - 1998
Genius Isn't Enough (and Other Lessons from Long-Term Capital Management)
Who Knew?
投资备忘录 - 1997
Are You An Investor or a Speculator
投资备忘录 - 1996
Will It Be Different This Time?
The Value of Predictions II (or "Give That Man a Cigar")
投资备忘录 - 1995
How the Game Should Be Played
投资备忘录 - 1994
"How Does an Inefficient Market Get That Way?"
"Risk in Today's Markets" Revisited
Risk in Today's Markets
Random Thoughts on the Identification of Investment Opportunities
投资备忘录 - 1993
The Value of Predictions, or Where'd All This Rain Come From?
投资备忘录 - 1992
Microeconomics 101: Supply, Demand and Convertibles
投资备忘录 - 1991
First Quarter Performance
投资备忘录 - 1990
The Route to Performance
官方网站
伯克希尔-哈撒韦 (BERKSHIRE HATHAWAY INC.)
芒格致Wesco股东的信 (Charlie Munger's Letters to Wesco Shareholders)
阅读优化版
文章列表
查理·芒格致Wesco股东的信 - 1997
查理·芒格致Wesco股东的信 - 1998
查理·芒格致Wesco股东的信 - 1999
查理·芒格致Wesco股东的信 - 2000
查理·芒格致Wesco股东的信 - 2001
查理·芒格致Wesco股东的信 - 2002
查理·芒格致Wesco股东的信 - 2003
查理·芒格致Wesco股东的信 - 2004
查理·芒格致Wesco股东的信 - 2005
查理·芒格致Wesco股东的信 - 2006
查理·芒格致Wesco股东的信 - 2007
查理·芒格致Wesco股东的信 - 2008
查理·芒格致Wesco股东的信 - 2009
官方网站
伯克希尔-哈撒韦 (BERKSHIRE HATHAWAY INC.)
巴菲特致股东的信 (Warren Buffett's Letters to Berkshire Shareholders)
阅读优化版
文章列表
巴菲特致股东的信 - 1977
巴菲特致股东的信 - 1978
巴菲特致股东的信 - 1979
巴菲特致股东的信 - 1980
巴菲特致股东的信 - 1981
巴菲特致股东的信 - 1982
巴菲特致股东的信 - 1983
巴菲特致股东的信 - 1984
巴菲特致股东的信 - 1985
巴菲特致股东的信 - 1986
巴菲特致股东的信 - 1987
巴菲特致股东的信 - 1988
巴菲特致股东的信 - 1989
巴菲特致股东的信 - 1990
巴菲特致股东的信 - 1991
巴菲特致股东的信 - 1992
巴菲特致股东的信 - 1993
巴菲特致股东的信 - 1994
巴菲特致股东的信 - 1995
巴菲特致股东的信 - 1996
巴菲特致股东的信 - 1997
巴菲特致股东的信 - 1998
巴菲特致股东的信 - 1999
巴菲特致股东的信 - 2000
巴菲特致股东的信 - 2001
巴菲特致股东的信 - 2002
巴菲特致股东的信 - 2003
巴菲特致股东的信 - 2004
巴菲特致股东的信 - 2005
巴菲特致股东的信 - 2006
巴菲特致股东的信 - 2007
巴菲特致股东的信 - 2008
巴菲特致股东的信 - 2009
巴菲特致股东的信 - 2010
巴菲特致股东的信 - 2011
巴菲特致股东的信 - 2012
巴菲特致股东的信 - 2013
巴菲特致股东的信 - 2014
巴菲特致股东的信 - 2015
巴菲特致股东的信 - 2016
巴菲特致股东的信 - 2017
巴菲特致股东的信 - 2018
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