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[转载]查理芒格资料整理

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抢楼 抢楼 本帖为抢楼帖,欢迎抢楼! 
发表于 2013-9-9 14:39:43 | 显示全部楼层 |阅读模式
原文地址:查理芒格资料整理作者:http://www.aquamarinefund.net/archives/2005/10/twenty_four_cau.html)
10. 对实践思维的实践分析 (第11辑)
11. 需要多元学科技能教育 (第12辑)
12. 论领先慈善基金会的投资实践 (第13辑)

(二) value杂志、价值报告及书中等关于芒格的文章

1. 帐蓬中的投资福音-芒格2007威斯科股东大会讲话 (2007.11)
2. 巴菲特化身:芒格的智慧 (2007.1)
3. 思维模式栅格 (价值报告: 头头是道 P.142)
4. 倾听查理·芒格 (<学习学习再学习--生活中的投资经典>)

(三) 传记及关于芒格的书

1. Poor Charlie's Almanack ExpandedSecond Edition. The Wit andWisdom of Charles T. Munger
2. Seeking Wisdom: From Darwinto Munger, 3rd Edition
3. Damn Right!: Behind theScenes with Berkshire-HathawayBillionaire Charlie Munger(查理·芒格传)
4. Latticework: The New Investing (从牛顿、达尔文到巴菲特-栅格理论)

(四) Wesco股东大会笔记 (英文)

1. 2006年: http://www.tilsonfunds.com/wscmtg06notes.pdf
2. 2005年: http://www.tilsonfunds.com/wscmtg05notes.pdf
3. 2004年: http://www.tilsonfunds.com/wscmtg04notes.doc
4. 2003年: http://www.tilsonfunds.com/wscmtg03notes.html
5. 2002年: http://www.fool.com/news/foth/2002/foth020515.htm
6. 2001年: http://www.fool.com/news/foth/2001/foth010508.htm
7. 2000年: http://www.fool.com/boringport/2000/boringport00051500.htm
8. 1999年: http://boards.fool.com/Message.asp?mid=10893331

(五) 其它关于芒格的文章

1. 2007 USC法学院毕业典礼演讲笔记:

http://www.chanticleeradvisors.com/files/107293/CharlieMunger - USC Law School Commencement - May 2007.pdf

2. Friendly investment advice fromWarren Buffett's buddy
http://sanfrancisco.bizjournals.com/sanfrancisco/stories/1996/10/21/newscolumn6.html

3. Wesco's Munger Warns onUpbeat Stock Assessments
http://findarticles.com/p/articles/mi_m5072/is_22_23/ai_75455080

4. 芒格名言搜集
http://www.theequitydesk.com/forum/printer_friendly_posts.asp?TID=799&SID=3f6a5ef41f3823b427zda3fb173f7be2

5. 芒格的投资原则清单

http://www.gurufocus.com/news.php?id=19331

6. The World According to"Poor Charlie"
http://www.kiplinger.com/features/archives/2005/11/munger.html

7. The Munger Network ofMental Models
http://www.focusinvestor.com/FocusSeriesPart3.pdf

 


(六) 芒格推荐的书

1. Deep Simplicity by JohnGribbin
2. F.I.A.S.C.O.: The Inside Storyof a Wall Street Traderby Frank Partnoy
3. Ice Age by John &Mary Gribbin
4. How the Scots Invented theModern World: The True Storyof How Western Europe's PoorestNation Created Our World andEverything in It by ArthurHerman
5. Models of My Life byHerb Simon
6. A Matter of Degrees byGino Segre
7. Andrew Carnegie by JosephFrazier Wall
8. Guns, Germs, and Steel: TheFates of Human Societies byJared Diamond
9. The Third Chimpanzee by JaredDiamond  
10. Influence: The Psychology ofPersuasion by Robert B. Cialdini
11. The Autobiography of BenjaminFranklin
12. Living Within Limits: Ecology,Economics, and Population Taboosby Garrett Hardin 
13. The Selfish Gene by RichardDawkins
14. Titan: The Life of JohnD. Rockefeller, Sr. by RonChernow
15. The Wealth and Poverty ofNations: Why Some Are SoRich and Some So Poor
by David S. Landes 
16. The Warren Buffett Portfolioby Robert Hagstrom 
17. Genome: The Autobiography ofa Species in 23 Chaptersby Matt Ridley 
18. Getting It Done: How toLead When You're Not inCharge by Roger Fisher andAlan Sharp
19. Three Scientists and TheirGods by Robert Wright
20. Only the Paranoid Survive byAndy Grove
21. The Contrarian’s Guide toLeadership, by Steven B.Sample

(七) 芒格批评的书
"The Future for Investors: Whythe Tried and the TrueTriumph Over the Bold andthe New"(投资者的未来) by JeremyJ. Siegel.

"(...) Question: Jeremy Siegel hadsome ideas in his secondbook. How would this impactyour investment strategies?
Warren Buffett : It didn’t.
Charlie Munger : I think heis demented.
Warren Buffett : He is avery nice guy Charlie.
Charlie Munger : He may wellbe a very nice guy, buthe is comparing apples againstelephants in trying to makeaccurate projections."
(2006 Berkshire Hathaway AnnualMeeting)

行为金融与行为经济学


1.       http://www.econ.yale.edu/~shiller/behfin/index.htm

Workshop in Behavioral Finance 由Robert J. Shiller and Richard H.Thaler组织每年两次,网站上有行为金融年会的所有文章。

2.       http://www.cbdr.cmu.edu/

The Center for Behavioral Decision Research was founded in 2005to help support and promote research on decision making.

3.       http://www.econlab.arizona.edu/

The Economic Science Laboratory (ESL) at the University ofArizona was founded in 1985. The Director of ESL from 1985 to 2001was Vernon L. Smith, 2002 Nobel Laureate in Economics. Since itsinception, the ESL has been a leading laboratory in the study ofeconomic behavior and market performance.

4.       http://www.usask.ca/economics/SABE/

 Society for theAdvancement of Behavioural Economics( SABE) is an association ofscholars who are concerned with economic behavior. This site hasSABE's newsletter, conference information, and publicationinformation.

5.       http://cebr.ust.hk/index.html

Center for Experimental Business Research The mission oftheCenter for Experimental Business Research is to promote the useof experimental methods in business research, expand experimentalmethodology through research and teaching, and leverage thestrengths of these methods to open up the frontiersof knowledge.
http://cebr.ust.hk/~guide/Experimental_Bibliographies/List_all/
Experimental Bibliographies they are a good resourcetool to remind you about new articles and put them all in oneplace

6.       http://www.behaviouralfinance.net/

这个网站上几乎汇集了所有行为金融的经典和非经典文献

7.       http://www.aboutsociology.com/sociology/Behavioral_finance行为金融的基本知识介绍

8.       http://www.moneyscience.org/信息非常全的一个网站,涉及4个部分内容:
金融智能网络:包含金融的各种新闻和资源.
日历: 金融会议和培训的信息.
对冲基金: 对冲基金的新闻和连接
财经服务目录: 财经服务社区

9.       http://www.jpmorganfunds.com/jpmam/index.jsp?p=Family+of+Funds&s=2
JP摩根的基金板块

10.   http://icf.som.yale.edu/research/behav_finance.shtml
耶鲁大学管理学院国际金融中心行为金融项目是世界上最活跃的行为研究项目,目前研究的方向包括:
资产定价:泡沫、投资情绪、心理学的反应过度及反应不足
投资:投资者情绪、投资者信心、泡沫
管理:相对价值、动量、陈旧价格
市场营销:客户选择、顾客改变

11.   http://www.fullerthaler.com/
 Fuller & Thaler资产管理公司,使用行为金融和基础研究的方法进行投资决策。

12.   http://www.lsvasset.com/jsps/index.jsp
LSV资产管理公司Josef Lakonishok 、 Rob Vishny 、Andrei Shleifer创建的资产管理公司,其中包含基金和投资的研究报告。

(一) 投资者文摘上到目前关于芒格文章汇总

1. 哈佛高中毕业典礼演讲 (第1辑)
2. Wesco金融公司董事长查理·芒格与股东的对话-2004年 (第2辑)
3. 查理·芒格素描 (第3辑)
4. 人类处世智慧的最基本分支:芒格论投资管理专长 (第3辑)
5. Wesco金融公司董事长查理·芒格与股东的对话-2002年 (第3辑)
6. 生活智慧 (第4辑)
7. 2003年度最大的财务丑闻 (第4辑)
8. 人类误判心理学(上)(第7辑)
9. 人类误判心理学(下)(第8辑)
(录音: http://www.aquamarinefund.net/archives/2005/10/twenty_four_cau.html)
10. 对实践思维的实践分析 (第11辑)
11. 需要多元学科技能教育 (第12辑)
12. 论领先慈善基金会的投资实践 (第13辑)
13. “慈善圆桌”早餐会议 (第14辑)
14. 反思学科间互需之后:学院经济学的优缺点 (第15辑)

(二) value杂志、价值报告及书中等关于芒格的文章

1. 帐蓬中的投资福音-芒格2007威斯科股东大会讲话 (2007.11)
2. 巴菲特化身:芒格的智慧 (2007.1)
3. 思维模式栅格 (价值报告: 头头是道 P.142)
4. 倾听查理·芒格 (<学习学习再学习--生活中的投资经典>)

(三) 传记及关于芒格的书

1. Poor Charlie's Almanack Expanded Second Edition. The Wit andWisdom of Charles T. Munger
2. Seeking Wisdom: From Darwin to Munger, 3rd Edition
3. Damn Right!: Behind the Scenes with Berkshire-HathawayBillionaire Charlie Munger (查理·芒格传)
4. Latticework: The New Investing (从牛顿、达尔文到巴菲特-栅格理论)

(四) Wesco股东大会笔记 (英文)

1. 2006年: http://www.tilsonfunds.com/wscmtg06notes.pdf
2. 2005年: http://www.tilsonfunds.com/wscmtg05notes.pdf
3. 2004年: http://www.tilsonfunds.com/wscmtg04notes.doc
4. 2003年: http://www.tilsonfunds.com/wscmtg03notes.html
5. 2002年: http://www.fool.com/news/foth/2002/foth020515.htm
6. 2001年: http://www.fool.com/news/foth/2001/foth010508.htm
7. 2000年: http://www.fool.com/boringport/2000/boringport00051500.htm
8. 1999年: http://boards.fool.com/Message.asp?mid=10893331

(五) 其它关于芒格的文章

1. 2007 USC法学院毕业典礼演讲笔记: http://www.chanticleeradvisors.com/files/107293/Charlie Munger -USC Law School Commencement - May 2007.pdf

2. Friendly investment advice from Warren Buffett's buddy
http://sanfrancisco.bizjournals.com/sanfrancisco/stories/1996/10/21/newscolumn6.html

3. Wesco's Munger Warns on Upbeat Stock Assessments
http://findarticles.com/p/articles/mi_m5072/is_22_23/ai_75455080

4. 芒格名言搜集
http://www.theequitydesk.com/forum/printer_friendly_posts.asp?TID=799&SID=3f6a5ef41f3823b427zda3fb173f7be2

5. 芒格的投资原则清单
http://www.gurufocus.com/news.php?id=19331

6. The World According to "Poor Charlie"
http://www.kiplinger.com/features/archives/2005/11/munger.html

7. The Munger Network of Mental Models
http://www.focusinvestor.com/FocusSeriesPart3.pdf

8. 读书笔记:
http://www.amazon.com/review/R37DEU1WLA758L

 

(六) 芒格推荐的书

1. Deep Simplicity by John Gribbin
2. F.I.A.S.C.O.: The Inside Story of a Wall Street Trader by FrankPartnoy
3. Ice Age by John & Mary Gribbin
4. How the Scots Invented the Modern World: The True Story of HowWestern Europe's Poorest Nation Created Our World and Everything inIt by Arthur Herman
5. Models of My Life by Herb Simon
6. A Matter of Degrees by Gino Segre
7. Andrew Carnegie by Joseph Frazier Wall
8. Guns, Germs, and Steel: The Fates of Human Societies by JaredDiamond
9. The Third Chimpanzee by Jared Diamond
10. Influence: The Psychology of Persuasion by Robert B.Cialdini
11. The Autobiography of Benjamin Franklin
12. Living Within Limits: Ecology, Economics, and Population Taboosby Garrett Hardin
13. The Selfish Gene by Richard Dawkins
14. Titan: The Life of John D. Rockefeller, Sr. by RonChernow
15. The Wealth and Poverty of Nations: Why Some Are So Rich andSome So Poor
by David S. Landes
16. The Warren Buffett Portfolio by Robert Hagstrom
17. Genome: The Autobiography of a Species in 23 Chapters by MattRidley
18. Getting It Done: How to Lead When You're Not in Charge by RogerFisher and Alan Sharp
19. Three Scientists and Their Gods by Robert Wright
20. Only the Paranoid Survive by Andy Grove
21. The Contrarian’s Guide to Leadership, by Steven B. Sample

(七) 芒格批评的书
"The Future for Investors: Why the Tried and the True Triumph Overthe Bold and the New"(投资者的未来) by Jeremy J. Siegel.

"(...) Question: Jeremy Siegel had some ideas in his second book.How would this impact your investment strategies?
Warren Buffett : It didn’t.
Charlie Munger : I think he is demented.
Warren Buffett : He is a very nice guy Charlie.
Charlie Munger : He may well be a very nice guy, but he iscomparing apples against elephants in trying to make accurateprojections."
(2006 Berkshire Hathaway Annual Meeting)

来源:http://blog.sina.com.cn/s/blog_4fe6d45f0101e7h3.html


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