Kniha Jak vybírat podhodnocené akcie nabízí soubor rad, v nichž se principy hodnotového a růstového investování snoubí s taktikami nejslavnějších světových investorů.
Glen Arnold is a businessman, investor and professor of investment at the University of Salford. He is the author of numerous finance and investing books.
One of my best friends from university days pointed out to me that this is a bit of a boojwah choice for a former pony-tail-wearing hippyvegechristianarchist. Fair point, but hey, I've somehow reached my forties without tumbling off my bike in front of the wheels of an oncoming truck, much to my surprise, so I find myself needing to think about retirement planning after all! I quite enjoyed this in a slightly masochistic way. It's a bit more wholemeal than the average investing tome and actually admits that some serious homework is involved. This is a welcome contrast to some that treat the market as a giant slot machine in which you, the savvy reader, by virtue of having read the right book will unfailingly come up with three cherries.
Velice zajímavá kniha se spoustou zajímavých myšlenek je rozdělená na dvě hlavní části: O Investorech a jejich strategiích, a o samotných analýzách firem a aspektech analýz společností. Je to poměrně složité čtení, které se (minimálně podle mě) nedá číst najednou, ale je třeba si ho vhodně rozdávkovat na části.
Drtivá většina čtenářů podle mě uzná za zajímavé jen určité části knihy, jelikož je například nezajímá jak investuje Lynch, nebo Munger, nicméně všechny tyto informace jsou zajímavé ale poměrně zdlouhavé.
Excellent book for those looking for an entry level into value investing. It gives some of the key principles, practices and techniques by leading value investors, such as Warren Buffet, Peter Lynch, etc. I especially enjoyed the last few chapters where the author distilled their own summaries in a very clear set of guidelines and teachings. The language in which the book is written is clear and accessible to non expert readers.
First part compared the value investing giants. The second, shorter, part combines the best parts of these giant's strategies into a new strategy called, Valuegrowth Method, cause why does not invest in value companies with the potential for growth, which translates into larger margin of safety and higher returns.
It was a good read. I enjoyed gaining insight of some of the greatest investors and seeing commonalities in their strategy. The last portion of the book talks about practical application which at times was a bit hard to understand at times.