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華爾街命運之輪:穿越資本週期的投資方法
滿額折
作者:愛德華.錢思樂  出版社:感電  出版日:2024/01/31 裝訂:平裝
比《掌握市場週期》更重要的是掌握「資本週期」當代最偉大的金融歷史學家透過科學分析,資本回報最大化的投資策略當市場愈來愈難以預測,與其執著於猜測「未知」需求,不如把握更容易判定的「已知」供給――即「資本週期的變化」;本書協助投資人,分析公司(標的)競爭力所在,如何受到業內供給變化影響,在樂觀中尋找風險、悲觀中等待機會,不當fomo仔,追求資本回報最大化。打破價值股與成長股的二分法迷思,找出市場反轉訊號,逆勢押注!本書作者愛德華.錢思樂被《財星》雜誌譽為「當代最偉大的金融史學家」之一,他觀察到馬拉松資產管理公司(Marathon Asset Management),管理資產超過200億美元,無論市場如何變化,始終能維持高績效表現。為了找出他們維持最大化資本回報的方法,錢思樂收集並分析該企業最具洞察力的報告,並透過全球不同產業的真實案例,說明資本週期策略在不同市場條件下都能發揮效果。馬拉松資產管理公司將這套投資方法稱為「資本週期分析法」,並列出了六大法則:1.側重供給,而非需求資本週期分析側重供給而非需求,供給的前景不像需求那樣不確定,因此更容易預測。2.觀察資金流動務實分析企業競爭力別再陷入價值/成長的二分法的迷思中。在供給面支持的產業裡,企業有很高的評價是合理的。此外,在一個產業裡集結很多首次公開發行的公司是很危險的信號,增資、發行股票、債務增加也是。3.小心投資銀行家投資銀行家會推動資本週期,很大程度會損害投資人的利益。4.選擇適當的企業經理人管理階層的資本配置技巧最為重要,與管理階層會面往往可以得到有價值的見解。5.通才會成為更好的資本週期分析師通才不太會犯下「忽視參照組」的錯誤,而且會更善加「外部觀點」,利用對跨產業資本週期動態的訂定投資策略。6.採用長期的方法因為一個產業的資本週期需要很長的時間才會結束。如果你能擁有長期投資紀律以及相對低的投資組合週轉率,就很適合應用資本週期的方法。需要注意的是投資必然伴隨風險,資本週期也有失靈的時刻,特別留意這兩個預兆:一旦政策制定者干預資本週期,市場清算的流程可能會停止;新科技也有可能擾亂資本週期的正常運作。就能及早應對,將風險降到最低。在頻繁出現經濟泡沫和破滅訊號的不確定時代,更需要掌握「已知」訊息,掌握進退市場最佳時機。
庫存:2
定價:500 元, 優惠價:9 450
Elevator Pitch
滿額折
作者:Linwood Barclay  出版社:WILLIAM MORROW  出版日:2021/05/04 裝訂:平裝
One hell of a suspense novel. --Stephen KingThe New York Times bestselling author of A Noise Downstairs and No Time for Goodbye returns with an edge-of-your-seat thriller that does for elevators what Psycho did for showers and Jaws did for the beach--a heart-pounding tale in which a series of disasters paralyzes New York City with fear.It all begins on a Monday, when four people board an elevator in a Manhattan office tower. Each presses a button for their floor, but the elevator proceeds, non-stop, to the top. Once there, it stops for a few seconds, and then plummets.Right to the bottom of the shaft.It appears to be a horrific, random tragedy. But then, on Tuesday, it happens again, in a different Manhattan skyscraper. And when Wednesday brings yet another high-rise catastrophe, one of the most vertical cities in the world--and the nation's capital of media, finance, and entertainment--is plunged into chaos.Clearly, this is anything but random. This is a cold, calculated bid to terror
庫存:1
定價:760 元, 優惠價:79 600
作者:Harold Bierman Jr.; Seymour Smidt  出版社:Taylor & Francis  出版日:2007/03/31 裝訂:精裝
Fully updated and revised by international authorities on the topic, this new version of a classic and established text returns to its roots as a clear and concise introduction to this complex but ess
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Capital Returns ─ Investing Through the Capital Cycle: A Money Manager's Reports 2002-15
90折
作者:Edward Chancellor (EDT)  出版社:Palgrave Macmillan  出版日:2015/12/23 裝訂:精裝
Economists, policymakers, central bankers and practitioners in the world of finance have been blindsided by a series asset bubbles, the most spectacular of which was the Global Financial Crisis of 200
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定價:3849 元, 優惠價:9 3464
Capital
滿額折
作者:John Lanchester  出版社:W W Norton & Co Inc  出版日:2013/05/28 裝訂:平裝
Celebrated novelist JohnLanchester (author of The Debt to Pleasure) returns with an epic novel that captures theobsessions of our time. It’s 2008 and things are falling apart: Bear Stearnsand Lehman B
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定價:763 元, 優惠價:1 763
作者:Schultz  出版社:John Wiley & Sons Inc  出版日:1993/11/03 裝訂:精裝
Nobel Laureate Theodore W. Schultz has made highly important contributions to the fields of agriculture and natural resource economics, and to human capital theory. This volume is mainly devoted to in
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02-25006600[分機130、131]。
Venture Capital Due Diligence: A Guide To Making Smart Investment Choices And Increasing Your Portfolio Returns
滿額折
作者:Camp  出版社:John Wiley & Sons Inc  出版日:2002/02/07 裝訂:精裝
The first book to offer a comprehensive framework for conducting the venture capital due diligence process Venture capitalists and other professional investors use due diligence to uncover all of
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定價:3192 元, 優惠價:9 2873
作者:Ted Leavengood  出版社:McFarland & Co Inc Pub  出版日:2006/09/30 裝訂:平裝
"Story of 2005 Washington Nationals, told from fan's perspective, begins inside RFK on opening day, expressing the simple pleasures of baseball. Game by game narrative. As the team took one series aft
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定價:1797 元, 優惠價:1 1797
Technical Trading Strategies and Predictability of Returns A study of Indian Capital Market
滿額折
作者:Shalini Singh  出版社:Lightning Source Inc  出版日:2022/10/11 裝訂:平裝
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定價:1406 元, 優惠價:1 1406
Humanizing Human Capital: Invest in Your People for Optimal Business Returns
滿額折
作者:Solange Charas  出版社:Benbella Books  出版日:2022/09/06 裝訂:精裝
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定價:1064 元, 優惠價:1 1064
Marquis de Lafayette Returns: A Tour of America's National Capital Region
滿額折
作者:Elizabeth Reese  出版社:History Pr  出版日:2024/01/29 裝訂:平裝
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定價:950 元, 優惠價:1 950
出版社:Lightning Source Inc  出版日:2021/09/09 裝訂:平裝
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定價:798 元, 優惠價:1 798
出版社:Lightning Source Inc  出版日:2021/09/09 裝訂:平裝
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定價:777 元, 優惠價:1 777
出版社:Lightning Source Inc  出版日:2021/09/10 裝訂:平裝
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定價:798 元, 優惠價:1 798
Investment in Women's Human Capital
90折
作者:T. Paul Schultz (EDT)  出版社:Univ of Chicago Pr  出版日:1995/05/01 裝訂:平裝
How are human capital investments allocated between women and men? What are the returns to investments in women's nutrition, health care, education, mobility, and training? In thirteen wide-ranging a
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定價:1862 元, 優惠價:9 1676
作者:Sebastian Michael Glasner  出版社:Peter Lang Pub Inc  出版日:2010/03/22 裝訂:精裝
The aim of this study is to better understand stable capital growth of German properties and to contribute to the explanation of stable fund returns. In the course of the investigation, evidence is fo
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定價:3633 元, 優惠價:1 3633
Capital Ideas: The Improbable Origins Of Modern Wall Street
滿額折
作者:Bernstein  出版社:John Wiley & Sons Inc  出版日:2005/06/06 裝訂:平裝
Capital Ideas traces the origins of modern Wall Street, from the pioneering work of early scholars and the development of new theories in risk, valuation, and investment returns, to the actual impleme
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定價:874 元, 優惠價:9 787
作者:Darek Klonowski  出版社:Palgrave Macmillan  出版日:2017/12/31 裝訂:精裝
In spite of the robust development of venture capital that has occurred over the last three decades, returns from venture capital have been declining. This book focuses on a simple question: why? The
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02-25006600[分機130、131]。
Structuring Venture Capital, Private Equity and Entrepreneurial Transactions 2017
滿額折
作者:Jack S. Levin; Donald E. Rocap  出版社:Wolters Kluwer Law & Business  出版日:2017/07/21 裝訂:平裝
Now, you can minimize your clients' tax liability and avoid legal pitfalls, as well as maximize returns on successful transactions and be prepared for all of the potential benefits, with Structuring V
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定價:18430 元, 優惠價:79 14560
The Melon Capital of the World ― A Memoir
滿額折
作者:Blake Allmendinger  出版社:Univ of Nebraska Pr  出版日:2015/02/01 裝訂:精裝
In this psychologically gripping memoir, Blake Allmendinger returns to his childhood home after a forty-year absence. His homecoming to the struggling farming community of Rocky Ford, Colorado, former
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定價:1138 元, 優惠價:1 1138
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