buffett
Evaluating a business through Buffett-style ownership, owner earnings, durable moat, management quality, capital allocation, and margin-of-safety judgment.
Tư duy theo phong cách các nhà đầu tư nổi tiếng
Evaluating a business through Buffett-style ownership, owner earnings, durable moat, management quality, capital allocation, and margin-of-safety judgment.
Evaluating Michael Burry-style contrarian, asymmetric, unpopular trades: deep mispricing, short theses, complex assets, forced consensus errors, and catalyst-driven downside/upside.
Evaluating Cathie Wood-style disruptive innovation themes: S-curves, converging technologies, long-duration growth, platform adoption, and multiyear innovation portfolios.
Evaluating portfolios through Ray Dalio-style economic machine, debt cycles, diversification, risk parity, and all-weather asset allocation.
Evaluating Benjamin Graham-style deep value: net-nets, working capital bargains, margin of safety, statistical cheapness, and balance-sheet protection.
Evaluating Seth Klarman-style deep value and distressed opportunities: extreme margin of safety, forced sellers, liquidity discounts, complexity, downside protection, and patience.
Evaluating Li Lu-style value investments: circle of competence, long-term compounding, deep research, conservative downside, China/global quality businesses, and concentrated ownership.
Evaluating Peter Lynch-style growth stocks: invest in what you can understand, classify the company type, check growth runway, PEG, balance sheet, and whether the story is still improving.
Evaluating markets through Howard Marks-style second-level thinking, credit cycles, risk premiums, market psychology, and defensive versus aggressive posture.
Evaluating a decision through Charlie Munger-style mental models: inversion, incentives, quality filters, multidisciplinary reasoning, and concentrated judgment.
Evaluating macro dislocations, reflexive feedback loops, policy shifts, positioning squeezes, and asymmetric bets in a George Soros style.
Evaluating John Templeton-style global contrarian value: buy at points of maximum pessimism, search worldwide, and demand a large discount to long-term value.