1.今天你阅读到的有价值的全文内容链接
逆向投资的艺术 https://bbs.pinggu.org/thread-776821-1-1.html
2.今天你阅读到的有价值的内容段落摘录
作者用investment crowd 和information cascade 的理论实际分析了1994-2002美股的潮起潮落,揭示了理论在实践中的运用,其中说群体对异见者的封杀真是刺激:The story of Gail Dudack and the TV show Wall $treet Week also illustrates the power of an investment crowd to harm the careers of those
who oppose it. Dudack was chief market strategist during the 1990s at the
brokerage firm S.G. Warburg. Like so many experienced market watchers,
Dudack recognized the stock market bubble for what it was, and in late
1997 she announced her bearish views to her clients. She was also a regular guest on Wall $treet Week with Louis Rukeyser, a very successful
weekly TV stock market show produced for the public broadcasting affiliates. By November 1999 her bearish views had so irritated Louis Rukeyser,
the show’s popular host, that he removed Dudack from his list of regular
guests and from her slot in his Elves Index, a joint market assessment of
the technical analysts who appeared on his show.
Rukeyser was in the business of attracting viewers, and as everyone in
the entertainment business agrees, the way to do this is to give people what
they want. By 1999 the bubble crowds had grown so intolerant of contrary
views that Rukeyser felt compelled to throw Dudack under the bus.
3.今天你阅读到的有价值信息的自我思考点评感想
对作者说的fair alue存疑,你知道什么是fair value吗,不然怎么知道是低谷还是高估呢,这一点做不好,基础就坍塌了
4.昨日你阅读的时间量(小时计算,如0.5小时)
1小时
5.你参与活动至今的总时间量(小时计算,如20小时)
2小时
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