书籍+象巴菲特一样选股 Pick Stocks Like Warren Buffett+pdf

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Contents

Introduction: What Investors Can Learn from Warren Buffett vii
1 It’s Easy to Invest like Warren Buffett 1
2 The Achievement of Warren Buffett 9
3 Buffett: A Life in the Stock Market 17
4 The Influence of Benjamin Graham 23
5 The Influence of Philip Fisher 33
6 How Value and Growth Investing Differ 45
7 Buffett’s 12 Investing Principles 53
8 Don’t Gamble 55
9 Buy Screaming Bargains 61
10 Buy What You Know 69
11 Do Your Homework 73
12 Be a Contrarian 77
13 Buy Wonderful Companies 83
14 Hire Good People 91
15 Be an Investor, Not a Gunslinger 97
16 Be Businesslike 115
17 Admit Your Mistakes and Learn from Them 121
18 Avoid Common Mistakes 127
19 Don’t Overdiversify 135
20 Quick Ways to Find Stocks That Buffett Might Buy 141
21 William J. Ruane of Sequoia 145
22 Robert Hagstrom of Legg Mason Focus Trust 153
23 Louis A. Simpson of GEICO 157
24 Christopher Browne of Tweedy, Browne 161
25 Martin J. Whitman of the Third Avenue Funds 171
26 Walter Schloss of Walter & Edwin Schloss Associates 177
27 Robert Torray of the Torray Fund 185
28 Edwin D. Walczak of Vontobel U.S. Value 197
29 James Gipson of the Clipper Fund 205
30 Michael Price of the Mutual Series Fund 209
31 A Variety of Other Value Investors 221
32 Putting Everything Together 237
Appendix 1 Wanted: Cheap, Good Companies 243
Appendix 2 Berkshire Hathaway’s Subsidiaries (2000) 245
Appendix 3 Quotations from the Chairman 246
Appendix 4 “65 Years on Wall Street” 255
Appendix 5 Martin Whitman on Value Versus Growth 265
Appendix 6 A Weekend with the Wizard of Omaha: April 2001 268
Appendix 7 “If You Own a Good Stock, Sit on It.”—Phil Carret 274
Glossary 279
Index 283