
About This Novel
《投资至简》分为四章:第壹章从“投资就是放弃一种资产,获得另一种资产更多的未来现金流的折现值”这一原点出发,以演绎思维推导出资产配置、标的选择、估值方法、买入条件、持有的原因、卖出时机、投资原则、资产观、风险观、企业分析方法等一切投资中的重要答案,并构建一个完善的投资体系。第二章是关于商业洞察,从商业模式、发展空间、竞争壁垒、管理质量与企业文化四个方面,完成对企业的定性分析。第三章是投资实践,提供了我们过去的一些重要投资实践案例,其中一些是重大的投资机会,也有一些是失误的教训。第四章是关于投资的再思考、再认识,包括对人的理解、思维方法,以及从我国传统文化中汲取的营养。
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Minimalist rules starting from the origin of investment: use discounted cash flow thinking to reconstruct cognition and establish a replicable value investment operating system!




"Investment Made Simple" is divided into four chapters: Chapter One starts from the starting point of "Investment is to give up one asset and obtain the discounted value of more future cash flows from another asset". It uses deductive thinking to derive important answers in all investments such as asset allocation, target selection, valuation methods, buying conditions, reasons for holding, selling timing, investment principles, asset views, risk views, business analysis methods, etc., And builds a complete investment system. The second chapter is about business insights, completing the qualitative analysis of the enterprise from four aspects: business model, development space, competition barriers, management quality and corporate culture. Chapter 3 is investment practice, which provides some important investment practice cases in our past, some of which are major investment opportunities, and some of which are lessons from mistakes. Chapter 4 is about rethinking and reunderstanding investment, including the understanding of people, thinking methods, and the nutrients drawn from our country's traditional culture.



