20190118【充实计划】第955期

充实每一天 发表于 2019-1-18 06:44
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昨日阅读2小时，累计阅读789小时。

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昨天阅读1小时，累计阅读189小时。

昨天阅读2小时，总共阅读752小时

昨日阅读2小时，累计阅读578小时。

充实每一天 发表于 2019-1-18 06:44
【加入充实计划】【了解充实计划】
|新充实挑战|    |每日计划清单|
| 【充实积累】| |【充实挑战项目】| ...

昨日阅读2小时，累计阅读93小时。<br>
博弈论中，每一个占优策略均衡一定是纳什均衡，但并非每一个纳什均衡都是占优策略均衡。纳什均衡是有条件的占优策略均衡。
<br>
一个博弈可能存在一个以上的纳什均衡，也可能不存在纯策略纳什均衡。

昨日阅读2小时。 总阅读时间84小时

Book of Value - The Fine Art of Investing Wisely 2016(Anurag Sharma)

https://bbs.pinggu.org/forum.php?mod=viewthread&tid=6303889&from^^uid=109341(Page 80-122)

2.昨日阅读到的有价值的内容段落摘录

Investing as a negative art

Shaping the investment thesis

How to be a wise investor

The art of looking through

Priceand value relationship, value Is elusive and unstable, Price on Demand, Valueon Fundamentals

As investors go to the market with their analysis and valuation in hand, they findthat other parties may or may not be as prepared. Some may have betterinformation or maybe a different analysis, giving them widely varying assessments of worth and value. Some may not even look at the fundamentals, relying only on the movement of prices, tips from friends, or the urgings of an influential television personality. Othersmay not do any analysis at all and may be acting on a hunch, or even no hunchat all but simply on hearsay, hope, or hype. The theory is that the buyers andsellers of all stripes will somehow negotiate prices so as to make trades thatclear the available supply—such that underlying worth is ultimately discoveredthrough theactions of free agents. The errors that may exist are assumed to be both on theupside (overpricing) and downside (underpricing); in this 120 Price and Value theory, those errors simply cancel out in the aggregate to reveal clearing prices that mirror the correct value of the shares.

3.今天阅读到的有价值信息的自我思考点评感想
-It is for this reason that clear thinking when investing rests largely on our willingness and ability to disconfirm the prior beliefs we bring to an evaluation. That is the method of the philosopher and, arguably, a method for sound investing.
- there are just too many different mistakes that investors can make to ever be confident that experience alone is sufficiently educational.
- the most alert investors eventually recognize the importance of sound conceptual frameworks that help decipher the complexities of investing.
- The theory is that, under specific conditions when markets are functioning smoothly, prices will be correlated with their underlying value, and the two will converge, more or less.
- If undisciplined in the art of analysis, both lay and professional investors can easily succumb to the impossible task of trying to understand everything and, as a result, see nothing.

昨日阅读时间1小时，总阅读时间55小时。

昨日阅读1小时，累计阅读139小时

昨日阅读2小时，累计阅读5小时。
用幕布梳理了结构笔记，开始研究苏州海富对赌案，手抄法条。