圖書標籤: 金融 芒格推薦 投資 s other 2010
发表于2024-12-29
The Greatest Trade Ever pdf epub mobi txt 電子書 下載 2024
Back in 2006, hunched over spreadsheets, hedge fund titan John Paulson realised that the housing market was vastly overstretched. Fuelled by sub-prime mortgages, it was a classic bubble ready to burst. He had waited his whole life for this perfect trade. Paulson, who had never dealt in real-estate before, struggled to convince bullish Wall Street investors about the coming crash. But as house prices began to falter and the financial system collapsed, he reaped the rewards. He made a now-legendary series of trades, executed with technical skill and perfect timing. The results were spectacular. In a single morning in late 2007, Paulson made $1.25bn from a five-point fall in the markets. Across the year, he earned $15 billion for his fund, including $4 billion for himself - more than the incomes of J.K Rowling, Oprah Winfrey and Tiger Woods put together. It was the largest trading windfall in history by far, securing his place in the history books alongside Warren Buffet and George Soros. Written with the exclusive co-operation of the highly secretive Paulson, "The Greatest Trade Ever" tells the full story of his trade for the first time. Like Barbarians at the Gate 20 years ago, it also tells a wider story of staggering wealth accumulation, hubris and financial whizzery. It is essential reading for anyone seeking to understand the inner workings of the markets - and trying to spot the next bubble.
寫得挺明白的。
評分10年芒格在年會中提到該書。
評分寫得挺明白的。
評分10年芒格在年會中提到該書。
評分寫得挺明白的。
尤其是写相同的两个人的时候,明显觉得另外一本更有意思。但依然值得一读。 在iTunes U 里 Havrad university Shorenstein Center Eevents 里可以找到他关于这本书的讲座
評分读完这本书有两个感受: 1. 技术层面的。辨认房地产泡沫不难,但是如果操作并从中获利是最难的。把握两点:1. 获利的工具。CDS:损失可以确定,但是接近无限的上行空间并且可以直接赌房地产贷款。2. 时点:购买房屋价格走平时设计,BBB级的MBS。这类MBS对风险最敏感,最容易违...
評分金融界,水太深,只可远观不可亵玩焉。 外行人,初看此书时感慨学到了很多高端的金融知识,一路百度百科走过来,竟也对次贷危机、对冲基金,金融衍生品CDO,CDS有了非常浅显的认识;同时,谢谢作者讲故事一样的口吻,让外行人也被次贷危机中华尔街几个比较关键人物的生平经历...
評分很打击人的一点是,历史告诉我们,the greatest traders都是最聪明的人,John Paulson,Paolo Pellegrini,Michael Burry,Greg Lippmann,无一不是绝顶聪明。2007年的他们不是喧嚣赌场里靠偶然运气一夜暴富的赌徒,而是众人皆醉我独醒的真正智者。这本书再次让站在金融世界边...
評分这一个礼拜,从头到尾一口气的看完了这本书,总共错过了2次回家的地铁,但觉得还是值。 这本书讲述的是John Paulson这个原本默默无分的对冲基金管理人,如何在2007-2008这个房地产金融风暴里个人狂赚60亿美金的故事。他一下此成为历史上在单宗买卖里赚钱最多的人。1992年索罗...
The Greatest Trade Ever pdf epub mobi txt 電子書 下載 2024