本課程除了延續採購談判課，圍繞審查公司的投資價值，來幫助你實現目標。越是在複雜的經濟與市場環境下，更理性地守護自己得來不易的財富。除此之外，要幫助同學對投資與理財有基本認識外，何謂資產和負債，更將深入探討風險與報酬、投資組合管理、投資組合績效評估及其他投資學理論。我將過去採購心法來看待投資項目並結合巴菲特、富爸爸窮爸爸的作者羅伯特.清崎、等數十位大師的著作，使同學運用理論工具及心法，建立正確的投資觀念，提昇自身財務決策的能力。
第一，投資是一個發現自我的過程。工作其實也是一個發現自我並完善自我的過程。好的公司本身會創造價值，投資者可以透過投資持有好公司的股票，來分享好公司所創造的價值。弱水三千，你作為投資者，只取一瓢飲。
採購跟投資的關聯是，做投資就像買東西，買東西不能假設自己買的公司就是好的，而是需要不斷去驗證。
第二，安全邊際。投資的本質是對未來的預測，但人無法精準地預測未來，只能得到一個概率。例如，雖然氣象預報技術不斷進步，但也只能說明天有80%的概率會下雨，而不會說明天一定會下雨。因此，投資者需要預留出安全邊際。
第三，市場先生。市場先生是巴菲特的老師格雷厄姆提出的一個比喻。這個比喻的意思是，你要把市場看作一個情緒不穩定的人。每天一上班，他都會給你報一個價格。如果他今天心情很好，對未來充滿樂觀，就會開出高價；但如果他心情不好，充滿悲觀，就會開出低價。對待市場先生，不能被他的情緒所影響。你需要心中有數，清楚什麼樣的價格是合理的。
第四，能力圈。投資人需要通過長期的學習，建立一個屬於自己的能力圈，然後在能力圈範圍內進行投資。這也是巴菲特經常強調的一個概念。每個人都有自己的能力圈，巴菲特曾說過一句話：「沒有邊界的能力就不是能力。」因為沒有人可以無所不知、無所不能。對於投資人而言，建立能力圈的過程，就是弄清楚公司為什麼賺錢、怎麼賺錢以及未來能賺多少錢的過程。
In addition to the continuous procurement and negotiation course, this course will review the company's investment value to help you achieve your goals. The more complex the economy and market environment, the more rationally you protect your hard-earned wealth. In addition, we should help students have a basic understanding of investment and financial management, and we will also conduct in-depth exploration of risks and remuneration, investment portfolio management, investment portfolio performance evaluation and other investment theories. I will look at investment projects in the past and combine the works of dozens of teachers such as Buffett, Rich Daddy’s author Robert Kiyosaki, and so on, so that students can use theoretical tools and mental methods to establish correct investment concepts and improve their own finances Ability to decide.
First, investment is a process of discovering oneself. Work is actually a process of discovering oneself and improving oneself. A good company itself creates value, and investors can share the value created by holding good company stocks through investment. There are three thousand weak waters, and as an investor, you only take a drink.
The connection between purchasing and investment is that doing investment is like buying things. When buying things, you cannot assume that the company you buy is good, but you need to constantly verify it.
Second, safety side. The essence of investment is a prediction of the future, but people cannot accurately predict the future and can only get one probability. For example, although the gas forecasting technology continues to improve, it can only be said that there is an 80% chance of raining tomorrow, and it will not be said that it will definitely rain tomorrow. Therefore, investors need to set aside safety.
Third, Mr. Market. Mr. Market is a metaphor proposed by Buffett's teacher Graham. The meaning of this metaphor is that you should regard the market as a person with uncertain emotions. Every day he will report you a price when he goes to work. If he is in a good mood today and is full of joy for the future, he will open a high price; but if he is in a bad mood and is full of sorrow, he will open a low price. When it comes to Mr. Market, you cannot be influenced by his feelings. You need to have a lot in mind and know what price is reasonable.
Fourth, circle of competence. Investors need to build a circle of competence that belongs to their own circle of competence through long-term learning, and then invest within the scope of the circle of competence. This is also a concept that Buffett often emphasizes. Everyone has their own circle of competence. Buffett once said: "No ability is not ability without the ability." Because no one can know and be unable to do anything. For investors, the process of establishing a circle of capabilities is to figure out why the company makes money, how and how much money can be made in the future.
1. 馬克思的資本論
2. 巴菲特的滾雪球
3. 富爸爸窮爸爸
4. 大師的主要觀點
班傑明．葛拉漢、
菲利普．費雪（Philip A. Fisher）
查爾斯．蒙格（Charles Munger）
成長派普萊斯
比爾.米勒
橡樹資本創辦人：瑞.達利歐
霍華德.馬斯克等數十位等投資大師簡介
1. Marx's Capital Discussion
2. Buffett's Snowball
3. Rich father, silly father
4. The Master’s Main Views
Ban Jieming. Graham,
Philip. Philip A. Fisher
Charles. Charles Munger
Growing Pipris
Bill Miller
Oak Capital Founder: Rui.Daliel
Introduction to ten investment masters including Holland Mask
| 評分項目 Grading Method | 配分比例 Grading percentage | 說明 Description |
|---|---|---|
| 出席率出席率 Attendance rate |
20 | 隨機點名 |
| 期中考期中考 Midterm exam |
20 | take home exam |
| 期末考期末考 Final exam |
20 | take home exam |
| 個人思考題成績個人思考題成績 Personal thought topics |
20 | 著重個人思考後的成績 |
| 團體思考題成績團體思考題成績 Group thinking topics |
5 | 著重團隊思考後的成績 |
