The journey of finding golden eggs
【官佬和kcchongz的投资方式】- 创二代
【官佬和kcchongz的投资方式】
今天就谈一谈Bursa里的趣事，不过不是谈八卦，是谈投资，也就是官佬shoot著名投资家kcchongz的言论。其实我的看法是，投资方法不同，但是门派是一样的，官佬主张的是从生意的角度去看股票，然后pe小过十，而kcchongz呢就是magic formula investor，就是以便宜还有return on invested capital 来判断好公司。
以我本身投资经历，官佬的方法是比较有效的。因为我本身也是长期纪录这些基本面强劲的股票，但是我发现就是，如果买完所有这些股票，回酬会因为太分散而降低。而生意的角度呢就是研究看能不能赚更多的钱，然后再看有没有买贵，这样回酬会比较高，对的几率也比较高。前提是你必须是生意人，来了解生意是如何运作的。
Business sense 不是人人都有，如果你一直买错股，我建议你跟magic formula investing 的股票，cheap and good的原则，长远来说，一年是20%。如果你有能力分析哪一门生意能赚更多的钱，建议你跟随官佬的方式，回酬较高。
我的很多客户都有一个问题，就是他们都是官佬的追随者, 本身不是生意人，比如说许多gadang 的投资者，contractor 在contract book 完了的情况下怎么赚更多钱？还有不同的生意有不同的因素影响盈利，不是说usd起就会怎样，那万一usd跌你的股票也是会跌啊！如果不是生意人是很难看得懂，或是发现这些问题。
这样的话，我建议你用magic formula investing，因为这个方法以长期来说肯定赚钱，我的长期是三年。这样你对跟错的公司会占一半，但是因为是cheap and good, 对的起很多，错的跌比较少。
顺便放一张Joel Greenblatt 的照片，谢谢他无私的分享，还有他让许多不是生意人的投资者看到了希望。我本身也是很爱他的书，非常简单有趣，中学生可以看得懂的水平。
笔者也是有记录magic formula的所有股票和bursa 最便宜的股票，有兴趣的朋友也可以pm我。我会在合适的价格下分享给有兴趣的读者。所介绍的公司的股价表现也有在我的Page中。如果没有兴趣，就直接ignore,不要把在股市亏钱的怒气发泄在无辜的笔者身上。有兴趣者可以去我的page看一看。谢谢！
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2 people like this. Showing 6 of 6 comments
Actually what theory also nevermind, as long you made money. The formula that suited to one investor may not suit to other one. Better just learn the good formula and digest. Make it become your own formula :)
2016-12-03 14:19
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CS Tan
4.9 / 5.0
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Patrick13
I prefer Cold Eye theory: PE<10, cash position, high growth and high dividend. In addition I also like Magic Formula. :)
2016-12-03 13:45