发表于2024-11-22
Fooling Some of the People All of the Time, A Long Short Story 2024 pdf epub mobi 电子书
这本书写的是David Einhorn做空Allied Capital的不成功经历。说不成功,是因为从2002年4月30日做空到2007年12月31日,其空头的年化回报是5.9%,落后同期中小盘股票指数2.2%,累计落后15%。当然不知道最后是什么时候平仓的,如果是08年,得益于金融危机,或许会有更好的回报。但...
评分这本书其实很简单就是和联合资本斗争的书。看书时重点必须关注联合资本如何将企业的亏损隐匿的,因为这次金融危机后,中国的银行会面临巨大的坏账,银行会想方设法隐匿坏账,看了这本书后,你就会对银行股将来是绩优还是绩差有一个基本认识。 我用四天时间(12个小时)在新华...
评分A Review by Squared Pages Chinese companies listed in the US may now be better prepared for short-selling reports and accusations of fraud after a spate of such “attacks”in the past five years. There is, however, still a lot to learn about the rules of t...
评分It's quite a long story for a short position, even for a long one actually. More than 6 years have passed since David Einhorn shorted Allied in 2002 where it was traded at $26. Still his call is dead right. Although the company is still in existence today ...
图书标签: 金融 投资 对冲基金 Einhorn finance 博弈 投资与投机 business
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Fooling Some of the People All of the Time is the gripping chronicle of the ongoing saga between author David Einhorn’s hedg fund, Greenlight Capital, and Allied Capital, a leader in the private finance industry. Page by page, it delves deep inside Wall Street, showing why the $6 billion hedge fund decided to short shares of Allied Capital and how Allied responded with a Washington, D.C.-style spin-job—attacking Einhorn and disseminating half-truths and outright lies.
像小说一样精彩
评分people can be dumb for quite a while.
评分商业的书 好无聊 平白直叙
评分像小说一样精彩
评分前前后后看了两个月终于看完了...!!
Fooling Some of the People All of the Time, A Long Short Story 2024 pdf epub mobi 电子书