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http://sanfrancisco.bizjournals.com/sanfrancisco/stories/1996/10/21/newscolumn6.html
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http://findarticles.com/p/articles/mi_m5072/is_22_23/ai_75455080
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http://www.gurufocus.com/news.php?id=19331
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http://www.kiplinger.com/features/archives/2005/11/munger.html
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http://www.focusinvestor.com/FocusSeriesPart3.pdf
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Warren
Charlie
Warren
Charlie
(2006
行為金融與行為經(jīng)濟(jì)學(xué)
1.
Workshop in Behavioral Finance 由Robert J. Shiller and Richard H.Thaler組織每年兩次,網(wǎng)站上有行為金融年會(huì)的所有文章。
The Center for Behavioral Decision Research was founded in 2005to help support and promote research on decision making.
3.
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.
5.
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
http://cebr.
Experimental
6.
這個(gè)網(wǎng)站上幾乎匯集了所有行為金融的經(jīng)典和非經(jīng)典文獻(xiàn)
7.
8.
金融智能網(wǎng)絡(luò):包含金融的各種新聞和資源.
日歷: 金融會(huì)議和培訓(xùn)的信息.
對沖基金: 對沖基金的新聞和連接
財(cái)經(jīng)服務(wù)目錄: 財(cái)經(jīng)服務(wù)社區(qū)
9.
JP摩根的基金板塊
10.
耶魯大學(xué)管理學(xué)院國際金融中心行為金融項(xiàng)目是世界上最活躍的行為研究項(xiàng)目,目前研究的方向包括:
資產(chǎn)定價(jià):泡沫、投資情緒、心理學(xué)的反應(yīng)過度及反應(yīng)不足
投資:投資者情緒、投資者信心、泡沫
管理:相對價(jià)值、動(dòng)量、陳舊價(jià)格
市場營銷:客戶選擇、顧客改變
11.
12.
LSV資產(chǎn)管理公司Josef Lakonishok 、 Rob Vishny 、Andrei Shleifer創(chuàng)建的資產(chǎn)管理公司,其中包含基金和投資的研究報(bào)告。
(一) 投資者文摘上到目前關(guān)于芒格文章匯總
1. 哈佛高中畢業(yè)典禮演講 (第1輯)
2. Wesco金融公司董事長查理·芒格與股東的對話-2004年 (第2輯)
3. 查理·芒格素描 (第3輯)
4. 人類處世智慧的最基本分支:芒格論投資管理專長 (第3輯)
5. Wesco金融公司董事長查理·芒格與股東的對話-2002年 (第3輯)
6. 生活智慧 (第4輯)
7. 2003年度最大的財(cái)務(wù)丑聞 (第4輯)
8. 人類誤判心理學(xué)(上)(第7輯)
9. 人類誤判心理學(xué)(下)(第8輯)
(錄音: http://www.aquamarinefund.net/archives/2005/10/twenty_four_cau.html)
10. 對實(shí)踐思維的實(shí)踐分析 (第11輯)
11. 需要多元學(xué)科技能教育 (第12輯)
12. 論領(lǐng)先慈善基金會(huì)的投資實(shí)踐 (第13輯)
13. “慈善圓桌”早餐會(huì)議 (第14輯)
14. 反思學(xué)科間互需之后:學(xué)院經(jīng)濟(jì)學(xué)的優(yōu)缺點(diǎn) (第15輯)
(二) value雜志、價(jià)值報(bào)告及書中等關(guān)于芒格的文章
1. 帳蓬中的投資福音-芒格2007威斯科股東大會(huì)講話 (2007.11)
2. 巴菲特化身:芒格的智慧 (2007.1)
3. 思維模式柵格 (價(jià)值報(bào)告: 頭頭是道 P.142)
4. 傾聽查理·芒格 (<學(xué)習(xí)學(xué)習(xí)再學(xué)習(xí)--生活中的投資經(jīng)典>)
(三) 傳記及關(guān)于芒格的書
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·芒格傳)
4. Latticework: The New Investing (從牛頓、達(dá)爾文到巴菲特-柵格理論)
(四) Wesco股東大會(huì)筆記 (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) 其它關(guān)于芒格的文章
1. 2007 USC法學(xué)院畢業(yè)典禮演講筆記: 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
5. 芒格的投資原則清單
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. 讀書筆記:
http://www.amazon.com/review/R37DEU1WLA758L
(六) 芒格推薦的書
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) 芒格批評的書
"The Future for Investors: Why the Tried and the True Triumph Overthe Bold and the New"(投資者的未來) by Jeremy J. Siegel.