lgb98的个人主页 - 老虎社区

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01-29

先获利了结吧！空出来观望一下

01-29

趁势来了，一脚滑到底，以5日均线停损

01-29

典型的抽血效应！池子只有这么大

01-24

继续持有AMD

01-21

这篇文章不错，转发给大家看看

抱歉，原内容已删除

01-18

英特尔好得多吧，AMD这几年涨幅太大，如果预期不能实现，回档挺大的。

2025-12-25

加速垄断，把一切有苗头的收入囊中。

2025-12-23

归到平庸类型了

2025-12-20

L怕还是不要追高！不一定每个机会都需要抓住

2025-12-11

股票分析的最高等级，就是玄学！因为影响股价的因素太多了！

2025-11-14

肯定相信

2025-11-04

越是不让买的，怕越要买哦？来钱快的项目，都写在X法里

2025-10-20

这篇文章不错，转发给大家看看

@陈达美股投资:老登的神奇公式

2025-10-06

假如嫦娥也炒股，她的重仓股是伯克希尔哈撒韦，因为价值投资者都是孤独的

2025-10-03

我的幸运儿是？

2025-09-22

我会选择继续持有护城河的腾讯

2025-09-02

$阿里巴巴(BABA)$ $粤海投资(00270)$ 中概与港股高分红股必将是9月降息预期下的王者！

2025-08-03

泰山ETF：粤海投资（现金流好）越秀地产（出奇）老虎证券（港美股优良券商，牛市的旗手）

2024-07-26

PUT25年1月微博，5.87元，收0.3权利金，风险在哪里呢？

2022-11-05

🍭

抱歉，原内容已删除

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毋庸置疑，港股牛市正酣，如春夜一般令人迷醉。 你看港股通科技ETF基金(159101)，一个今年九月才呱呱坠地的ETF，纵然经历十月的波折，仍从未见过水下。牛市里，激进派很激进，一步到位看恒生科技到10000点，而保守派又认为激进派过于保守。牛市是什么？牛市就是——原来在熊市里最激进的那些登哥，却变得像个面瓜一样越来越保守的整个过程。 享受牛市的态度，我从来都是不留憾色，及时行乐，错过的都是杀马特。当然啦，所谓留一半清醒留一半醉——醉的那一半是殷勤持股，在朦朦胧胧的飘飘然中等待泡沫；而清醒的那一半，就是时不时聊点投资方法论方面的东西，看看前辈的经验，读读大佬的著作。 牛市得学啊，字面意义“干中学”。比如我最近又学习研究了一遍，明星基金经理格林布拉特（Joel Greenblatt）与他的神奇公式。分享给大家。 一、格林布拉特与高潭资本 投资大神都古早，不古早，业绩注定不长，所以“时间”是成为投资大神的必要不充分条件。格林布拉特就是这样一位古早投资大神。1985年，格林布拉特创立高谭资本（Gotham Capital），就如蝙蝠侠守望高谭市一样，他开始了对其投资基金的守望。 高潭资本起于微末，初始管理规模仅700万美元，但在格林布拉特掌舵的头十年间，其年化投资收益率，是离经叛道的每年50%回报，而同一时期巴菲特的年化收益率为25%（当然两者规模上，是小巫见大巫）。而如果看1985年到2006这 二十年窗口，高潭的年化复合收益率仍然优秀，保持在40%的水平（见下图）。而再再后来，Gotham Capital逐渐转型为Gotham Asset Management，基金规模大了后改做资产管理，躺得比铁子还要平。 （古早大神们的超额收益与持续时间，来源：ValueWalk） 上面，这张诸神之战的图，虽然有点老，但我一直收藏着反复品味，而美国投资界的巨佬都栖居于期间。","listText":"------- 毋庸置疑，港股牛市正酣，如春夜一般令人迷醉。 你看港股通科技ETF基金(159101)，一个今年九月才呱呱坠地的ETF，纵然经历十月的波折，仍从未见过水下。牛市里，激进派很激进，一步到位看恒生科技到10000点，而保守派又认为激进派过于保守。牛市是什么？牛市就是——原来在熊市里最激进的那些登哥，却变得像个面瓜一样越来越保守的整个过程。 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一、格林布拉特与高潭资本 投资大神都古早，不古早，业绩注定不长，所以“时间”是成为投资大神的必要不充分条件。格林布拉特就是这样一位古早投资大神。1985年，格林布拉特创立高谭资本（Gotham Capital），就如蝙蝠侠守望高谭市一样，他开始了对其投资基金的守望。 高潭资本起于微末，初始管理规模仅700万美元，但在格林布拉特掌舵的头十年间，其年化投资收益率，是离经叛道的每年50%回报，而同一时期巴菲特的年化收益率为25%（当然两者规模上，是小巫见大巫）。而如果看1985年到2006这 二十年窗口，高潭的年化复合收益率仍然优秀，保持在40%的水平（见下图）。而再再后来，Gotham Capital逐渐转型为Gotham Asset Management，基金规模大了后改做资产管理，躺得比铁子还要平。 （古早大神们的超额收益与持续时间，来源：ValueWalk） 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毋庸置疑，港股牛市正酣，如春夜一般令人迷醉。 你看港股通科技ETF基金(159101)，一个今年九月才呱呱坠地的ETF，纵然经历十月的波折，仍从未见过水下。牛市里，激进派很激进，一步到位看恒生科技到10000点，而保守派又认为激进派过于保守。牛市是什么？牛市就是——原来在熊市里最激进的那些登哥，却变得像个面瓜一样越来越保守的整个过程。 享受牛市的态度，我从来都是不留憾色，及时行乐，错过的都是杀马特。当然啦，所谓留一半清醒留一半醉——醉的那一半是殷勤持股，在朦朦胧胧的飘飘然中等待泡沫；而清醒的那一半，就是时不时聊点投资方法论方面的东西，看看前辈的经验，读读大佬的著作。 牛市得学啊，字面意义“干中学”。比如我最近又学习研究了一遍，明星基金经理格林布拉特（Joel Greenblatt）与他的神奇公式。分享给大家。 一、格林布拉特与高潭资本 投资大神都古早，不古早，业绩注定不长，所以“时间”是成为投资大神的必要不充分条件。格林布拉特就是这样一位古早投资大神。1985年，格林布拉特创立高谭资本（Gotham Capital），就如蝙蝠侠守望高谭市一样，他开始了对其投资基金的守望。 高潭资本起于微末，初始管理规模仅700万美元，但在格林布拉特掌舵的头十年间，其年化投资收益率，是离经叛道的每年50%回报，而同一时期巴菲特的年化收益率为25%（当然两者规模上，是小巫见大巫）。而如果看1985年到2006这 二十年窗口，高潭的年化复合收益率仍然优秀，保持在40%的水平（见下图）。而再再后来，Gotham Capital逐渐转型为Gotham Asset Management，基金规模大了后改做资产管理，躺得比铁子还要平。 （古早大神们的超额收益与持续时间，来源：ValueWalk） 上面，这张诸神之战的图，虽然有点老，但我一直收藏着反复品味，而美国投资界的巨佬都栖居于期间。","listText":"------- 毋庸置疑，港股牛市正酣，如春夜一般令人迷醉。 你看港股通科技ETF基金(159101)，一个今年九月才呱呱坠地的ETF，纵然经历十月的波折，仍从未见过水下。牛市里，激进派很激进，一步到位看恒生科技到10000点，而保守派又认为激进派过于保守。牛市是什么？牛市就是——原来在熊市里最激进的那些登哥，却变得像个面瓜一样越来越保守的整个过程。 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