Christopher Mayer - 100 baggers
-
Jeg læste hen over weekenden bogen "100 Baggers: Stocks That Return 100-To-1 and How to Find Them" af Christopher Mayer, fordi to personer uafhængigt af hinanden havde anbefalet den til mig. Den var udmærket, men jeg synes bogen var lidt underligt organiseret, og jeg savnede gennemgang af flere 100 baggers end blot de velkendte. Her link til Goodreads:
https://www.goodreads.com/book/show/27972421Jeg læste udgaven fra 2015, men jeg opdagede, at der er en nyere udgave fra 2022.
Hvis man lige er begyndt at investere, så vil jeg gerne anbefale bogen. Men jeg vil dog anbefale at læse Lynch først.
Det bliver gentaget flere gange i bogen, at man skal være en tålmodig investor. Det har Helge Larsen som bekendt skrevet en bog om på dansk.
-
Her indholdsfortegnelsen.
-
"Lynch is credited with inventing the price-to-earnings-growth (PEG) ratio, which helps investors determine whether a stock is inexpensive given its growth potential, along with other stock valuation methods popular with value investors. Lynch thinks individual investors can perform well by investing in what they know and by getting to know a company, its business model, and its fundamentals.
Lynch believes in investing for the long term and choosing companies whose assets Wall Street has undervalued. He also thinks companies with historically below-average price-to-earnings ratios for their industry and for the company have the potential to perform well."
Peter Lynch havde sandsynligvis elsket A&O Johansen, selvom PEG (2023) bliver negativt.
Hvis A&O Johansen havde været et amerikanskt selskab havde Tom Peters muligvis skrevet om selskabet ("In Search of Excellence" og andre bøger).
Så Tom Peters bøger er også gode selvom han analyserer selskaber (ikke aktier).
Stander på VVS'23:
Brdr A&O Johansen 3
Brdr Dahl 1
Sanistål 1
Lemvigh-Müller 0https://flowpaper.horisontgruppen.dk/magasiner/2023/installator/installator0423/#page=81
There can be only one... campione, campione...
Hello! It looks like you're interested in this conversation, but you don't have an account yet.
Getting fed up of having to scroll through the same posts each visit? When you register for an account, you'll always come back to exactly where you were before, and choose to be notified of new replies (either via email, or push notification). You'll also be able to save bookmarks and upvote posts to show your appreciation to other community members.
With your input, this post could be even better 💗
Tilmeld Log ind