(一)
投资者文摘上到目前关于芒格文章汇总
1. 哈佛高中毕业典礼演讲 (第1辑)
2. Wesco金融公司董事长查理·芒格与股东的对话-2004年 (第2辑)
3. 查理·芒格素描 (第3辑)
4. 人类处世智慧的最基本分支:芒格论投资管理专长 (第3辑)
5. Wesco金融公司董事长查理·芒格与股东的对话-2002年 (第3辑)
6. 生活智慧 (第4辑)
7. 2003年度最大的财务丑闻 (第4辑)
8. 人类误判心理学(上)(第7辑)
9. 人类误判心理学(下)(第8辑)
(录音: http://www./archives/2005/10/twenty_four_cau.html)
10. 对实践思维的实践分析 (第11辑)
11. 需要多元学科技能教育 (第12辑)
12. 论领先慈善基金会的投资实践 (第13辑)
(二) value杂志、价值报告及书中等关于芒格的文章
1. 帐蓬中的投资福音-芒格2007威斯科股东大会讲话 (2007.11)
2. 巴菲特化身:芒格的智慧 (2007.1)
3. 思维模式栅格 (价值报告: 头头是道 P.142)
4. 倾听查理·芒格
(<学习学习再学习--生活中的投资经典>)
(三) 传记及关于芒格的书
1. Poor Charlie's Almanack Expanded
Second Edition. The Wit and
Wisdom of Charles T. Munger
2. Seeking Wisdom: From Darwin
to Munger, 3rd Edition
3. Damn Right!: Behind the
Scenes with Berkshire-Hathaway
Billionaire Charlie Munger
(查理·芒格传)
4. Latticework: The New Investing
(从牛顿、达尔文到巴菲特-栅格理论)
(四) Wesco股东大会笔记 (英文)
1. 2006年: http://www./wscmtg06notes.pdf
2. 2005年: http://www./wscmtg05notes.pdf
3. 2004年: http://www./wscmtg04notes.doc
4. 2003年: http://www./wscmtg03notes.html
5. 2002年: http://www./news/foth/2002/foth020515.htm
6. 2001年: http://www./news/foth/2001/foth010508.htm
7. 2000年: http://www./boringport/2000/boringport00051500.htm
8. 1999年: http://boards./Message.asp?mid=10893331
(五) 其它关于芒格的文章
1. 2007 USC法学院毕业典礼演讲笔记:
http://www./files/107293/Charlie
Munger - USC Law School Commencement - May 2007.pdf
2. Friendly investment advice from
Warren Buffett's buddy
http://sanfrancisco./sanfrancisco/stories/1996/10/21/newscolumn6.html
3. Wesco's Munger Warns on
Upbeat Stock Assessments
http:///p/articles/mi_m5072/is_22_23/ai_75455080
4. 芒格名言搜集
http://www./forum/printer_friendly_posts.asp?TID=799&SID=3f6a5ef41f3823b427zda3fb173f7be2
5. 芒格的投资原则清单
http://www./news.php?id=19331
6. The World According to
"Poor Charlie"
http://www./features/archives/2005/11/munger.html
7. The Munger Network of
Mental Models
http://www./FocusSeriesPart3.pdf
(六) 芒格推荐的书
1. Deep Simplicity by John
Gribbin
2. F.I.A.S.C.O.: The Inside Story
of a Wall Street Trader
by Frank Partnoy
3. Ice Age by John
& Mary Gribbin
4. How the Scots Invented the
Modern World: The True Story
of How Western Europe's Poorest
Nation Created Our World and
Everything in It 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
Jared Diamond
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 Taboos
by Garrett Hardin
13. The Selfish Gene by Richard
Dawkins
14. Titan: The Life of John
D. Rockefeller, Sr. by Ron
Chernow
15. The Wealth and Poverty of
Nations: Why Some Are So
Rich and Some 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 Matt Ridley
18. Getting It Done: How to
Lead When You're Not in
Charge by Roger Fisher 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) 芒格批评的书
"The Future for Investors: Why
the Tried and the True
Triumph Over the Bold and
the New"(投资者的未来)
by Jeremy J.
Siegel.
"(...) Question: Jeremy Siegel had
some ideas in his second
book. How would this impact
your investment strategies?
Warren Buffett : It didn’t.
Charlie Munger : I think he
is demented.
Warren Buffett : He is a
very nice guy Charlie.
Charlie Munger : He may well
be a very nice guy, but
he is comparing apples against
elephants in trying to make
accurate projections."
(2006 Berkshire Hathaway Annual
Meeting)
(一) 投资者文摘上到目前关于芒格文章汇总
1. 哈佛高中毕业典礼演讲 (第1辑)
2. Wesco金融公司董事长查理·芒格与股东的对话-2004年 (第2辑)
3. 查理·芒格素描 (第3辑)
4. 人类处世智慧的最基本分支:芒格论投资管理专长 (第3辑)
5. Wesco金融公司董事长查理·芒格与股东的对话-2002年 (第3辑)
6. 生活智慧 (第4辑)
7. 2003年度最大的财务丑闻 (第4辑)
8. 人类误判心理学(上)(第7辑)
9. 人类误判心理学(下)(第8辑)
(录音:
http://www./archives/2005/10/twenty_four_cau.html)
10. 对实践思维的实践分析 (第11辑)
11. 需要多元学科技能教育 (第12辑)
12. 论领先慈善基金会的投资实践 (第13辑)
13. “慈善圆桌”早餐会议 (第14辑)
14. 反思学科间互需之后:学院经济学的优缺点 (第15辑)
(二) value杂志、价值报告及书中等关于芒格的文章
1. 帐蓬中的投资福音-芒格2007威斯科股东大会讲话 (2007.11)
2. 巴菲特化身:芒格的智慧 (2007.1)
3. 思维模式栅格 (价值报告: 头头是道 P.142)
4. 倾听查理·芒格 (<学习学习再学习--生活中的投资经典>)
(三) 传记及关于芒格的书
1. Poor Charlie's Almanack Expanded Second Edition. The Wit and
Wisdom of Charles T. Munger
2. Seeking Wisdom: From Darwin to Munger, 3rd Edition
3. Damn Right!: Behind the Scenes with Berkshire-Hathaway
Billionaire Charlie Munger (查理·芒格传)
4. Latticework: The New Investing (从牛顿、达尔文到巴菲特-栅格理论)
(四) Wesco股东大会笔记 (英文)
1. 2006年: http://www./wscmtg06notes.pdf
2. 2005年: http://www./wscmtg05notes.pdf
3. 2004年: http://www./wscmtg04notes.doc
4. 2003年: http://www./wscmtg03notes.html
5. 2002年: http://www./news/foth/2002/foth020515.htm
6. 2001年: http://www./news/foth/2001/foth010508.htm
7. 2000年: http://www./boringport/2000/boringport00051500.htm
8. 1999年: http://boards./Message.asp?mid=10893331
(五) 其它关于芒格的文章
1. 2007 USC法学院毕业典礼演讲笔记:
http://www./files/107293/Charlie Munger -
USC Law School Commencement - May 2007.pdf
2. Friendly investment advice from Warren Buffett's buddy
http://sanfrancisco./sanfrancisco/stories/1996/10/21/newscolumn6.html
3. Wesco's Munger Warns on Upbeat Stock Assessments
http:///p/articles/mi_m5072/is_22_23/ai_75455080
4. 芒格名言搜集
http://www./forum/printer_friendly_posts.asp?TID=799&SID=3f6a5ef41f3823b427zda3fb173f7be2
5. 芒格的投资原则清单
http://www./news.php?id=19331
6. The World According to "Poor Charlie"
http://www./features/archives/2005/11/munger.html
7. The Munger Network of Mental Models
http://www./FocusSeriesPart3.pdf
8. 读书笔记:
http://www.amazon.com/review/R37DEU1WLA758L
(六) 芒格推荐的书
1. Deep Simplicity by John Gribbin
2. F.I.A.S.C.O.: The Inside Story of a Wall Street Trader by Frank
Partnoy
3. Ice Age by John & Mary Gribbin
4. How the Scots Invented the Modern World: The True Story of How
Western Europe's Poorest Nation Created Our World and Everything in
It 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 Jared
Diamond
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 Taboos
by Garrett Hardin
13. The Selfish Gene by Richard Dawkins
14. Titan: The Life of John D. Rockefeller, Sr. by Ron
Chernow
15. The Wealth and Poverty of Nations: Why Some Are So Rich and
Some 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 Matt
Ridley
18. Getting It Done: How to Lead When You're Not in Charge by Roger
Fisher 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) 芒格批评的书
"The Future for Investors: Why the Tried and the True Triumph Over
the Bold and the New"(投资者的未来) by Jeremy J. Siegel.
"(...) Question: Jeremy Siegel had some ideas in his second book.
How would this impact your investment strategies?
Warren Buffett : It didn’t.
Charlie Munger : I think he is demented.
Warren Buffett : He is a very nice guy Charlie.
Charlie Munger : He may well be a very nice guy, but he is
comparing apples against elephants in trying to make accurate
projections."
(2006 Berkshire Hathaway Annual Meeting)
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