Wednesday, 31 August 2016

王健林:万达广场的背后

近年来,越来越不向往阅读中国企业家的事迹。理由是,中国企业家总是给人感觉“上马快,落马更快”的局面。当年的黄光裕蒙牛就彻底的伤了我的心。所有的轰轰烈烈最后都倒在道德的指标上。但是,王健林的事迹不得忽略。毕竟,敢跟马云豪赌的(一年后又放弃赌约)还真的没几个。而且,王总有一点特吸引我。王总和本人都是超级足球迷!!!

结果是。。。还好。。。但,就不是很有惊喜!这类书籍开始吸引不到我。或许是年龄的增长;很多这类书籍,很难在次激励我。或许我也在江湖熬久了。。。基本上好多苦难也都经历过(还在经历中)。到最后,无论是那个企业家,来来去去都离不开“反思,反省”,再“反思”,再“反省”的轮回。而且,当中的酸甜苦辣已经是一个肯定的过程。所谓,食得咸鱼抵得渴大概也就是这类书籍所要呈现的吧。

再来,王总的行业一直都是我不太向往的。因此,这也加重了我对这本书不那么热忱的缘故。还好,书里有一大堆关于王总的足球历程。因此,读着,读着,还不至于那么沉闷。

满分10分,基于此书并没有太大的惊喜,本人给予4分。近年来,这类书籍的确不太吸引我。购买此书主要还是想补充一下对王总的认识。补充是补充到了。是时候回归一些新知识了。。。

Monday, 22 August 2016

解读量化投资

上一本关于量化投资的书籍太令我失望了。于是,忽然兴起阅读这一本书的念头。想看看,经过这么多年,这本书还能起到什么作用呢?

结果。。。这本书好多了。作者用尽一切方法把所有关于量化投资该说的,不该说的全部都一网打尽。最有趣的是,每一章的开头,作者很创意的用了四川妹的小故事来做个开端。四川妹最终的故事还是美满的。哈哈,有趣!!!

关于量化投资,作者是一一揭破。关于西蒙斯的量化投资,尽管市面上每个投机者都在绞尽脑汁的寻找它的蛛丝马迹,但作者提供了尽可能的一切资讯。同一时间,作者不只讨论西蒙斯。作者还把相关性的人物和事迹一并讨论。最绝的是,最后一章还特意讨论了谁会是下一个西蒙斯。这么有深度的书籍,试问读者怎能错过呢?

10分满分,个人给足10分。距离上一次阅读这本书籍,应该至少都是五六年前的事了。想不到,隔了那么多年,这本书还是带给了我意外的惊喜。只能这么说。。。好的书籍的确值得一看再看。赞!!!

Wednesday, 10 August 2016

The Physics of Wall Street: A Brief History of Predicting the Unpredictable

This book was recommended by a buddy recently. Few years back, I read about "Quant Investment: How did James Simons Beat the Market By Using Maths?". Those days, I tried everywhere to get an English version of similar books. I failed and it ended up remains as my only references to the great James Simons. Coincidentally, I was in the Futures Trading Competition and the champion (who beat me off, LOL) is actually the one who buys into James Simons' idea. So, the whole thing remains a myth to me until today. Well, hopefully this book can open up all my doubts and brings me to another world of speculation...

Ended up... this book disappointed me so much. I did not get what I want from this book. Well, I admit that I did not flip through in the first place since it was a recommendation by a buddy. But, I do expect it is more related to the finance and investment side since the title itself consist the wording of "Wall Street". At the end, it is just one of those histories and summaries that we can get from a lot of other books. The author just rearranges it as according to the chronology. Of course, the author does so with considerable style. But, to me... it is just some historical materials that I am so familiar with...

For a full rating of 10, I am going to rate this book at 2. The fact that this book does not meet my expectations contributed to the low rating. For those who are keen to explore on the history of predicting models, this book may still be a good choice. To me, I am too familiar with the said histories and I do not have the intention to dig further into it. It is just not my cup of tea...