Anthony Bolton

看了《Investing with Anthony Bolton》中的兩篇文章，Anthony Bolton 總結他的投資經驗如下：

1) Understand the business franchise and its quality
2) Understand the key variables that drive the business
3) Favour simple over complex businesses
4) Hear directly from the management
5) Avoid "dodgy" managements at all costs
6) Try and think two moves ahead of the crowd
7) Understand the balance sheet risk
8) Seek ideas from a wide range of sources
9) Watch closely the dealing by company insiders
10) Re-examine your investment thesis at regular intervals
11) Forget the price you paid for shares
12) Past performance attribution is generally a waste of time
13) Pay attention to absolute valuations
14) Use technical analysis as an extra indicator
15) Avoid market timing and major macro bets
16) Be a contrarian!

原本想看完整本書，可惜沒時間，唯有放棄。

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