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所在平台: Udemy |
课程主页: https://www.udemy.com/course/the-intelligent-investor/
课程评论:没有评论
课程名称:聪明的投资者 课程概述:如果您想学习如何成为一名专业的价值投资者,这门课程将非常适合您。本课程内容丰富,要求学习者付出大量时间和精力。您不需要太多的前置知识,但必须做好充分的时间承诺。 首先,您将学习如何判断一家公司的质量,这需要对财务报表、财务指标、回报测量、软因素(如管理质量、董事会组成、竞争优势等)和红旗信号有深入的理解。您不仅会独立使用这些知识,还会将其放入更广泛的框架中。 接下来,您将学习如何对企业进行估值。我将介绍多种估值技术,以便您能够根据具体情况选择最合适的方法。理想情况下,您希望质量与价格之间存在差异,即希望以公允价格购买高质量的公司,或以低于平均价格购买中等质量的企业。关键在于始终寻找这些定价失误。 最后,整个课程将帮助您建立一个思维框架,以便在面对挑战时做出明智的决策。课程没有规定固定的学习时间。我建议您多次观看内容,必要时暂停进行消化,理解后再继续学习。
If you want to learn how to be a professional value investor, this course is for you. This course is not for the faint of heart. There's a lot of material. You don't need much by way of prior knowledge, but you do need to make a significant time commitment. You're first going to learn how to determine the level of quality of a business. This requires a detailed understanding of financial statements, financial metrics, return measures, soft factors (management quality, composition of board, competitive advantage, etc.), and red flags. And you won't just use this independently, you'll put them within a broader framework. You're then going to learn how to value a business. I will cover many valuation techniques. That way you can apply the one that makes the most sense given the circumstances. Ideally, you want a divergence between quality and price. That is, you want to buy a company that is high quality at a fair price, or an average quality business at a below average price. The idea is to always look for those mis-pricings. But unless you know how to assess quality and how to come up with a correct valuation, you'll never learn how to find geniune mispricings. Lastly, all throughout this course we're going to help you build a mental framework that helps you to make smart decisions when things get tough. There is no specified time that this course will take. I recommend viewing the content multiple times. Pause and digest when necessary, and when you get it, move on.