……走出办公室去搜集 HUMINT（人力情报，更激进地呼应瓦伦丁），像个中情局特工一样，而不是像个呆在格子间里的技术呆子，跟大家一样读着千篇一律的 10-K 和卖方研究报告。8.）《预期投资》（Expectations Investing，莫布森著）是教你如何得出逆共识投资观点并验证其正确性的必读书目。9.）《投资：最后的伟大文科》（Investing: The Last Great Liberal Art）是学习如何整合信息的必读之作……
…get out of the building and collect HUMINT (echoing Valentine more aggressively) like a CIA case officer instead of a nerd in a cube reading the same 10K’s, sell-side research, as everybody else. 8.) Expectations Investing (Mauboussin) is a must read for how to come up with contra-consensus investment ideas and get it right. 9.) Investing: The Last Great Liberal Art is a must read for learning how to incorporate information…
Stock prices can be right or wrong. Here’s the interesting question - What should Facebook financials look like to justify its stock price now? You can read “Expectations Investing” to find out the approx “correctness” of $FB current market price.
……走出办公室去搜集 HUMINT（人力情报，更激进地呼应瓦伦丁），像个中情局特工一样，而不是像个呆在格子间里的技术呆子，跟大家一样读着千篇一律的 10-K 和卖方研究报告。8.）《预期投资》（Expectations Investing，莫布森著）是教你如何得出逆共识投资观点并验证其正确性的必读书目。9.）《投资：最后的伟大文科》（Investing: The Last Great Liberal Art）是学习如何整合信息的必读之作……
…get out of the building and collect HUMINT (echoing Valentine more aggressively) like a CIA case officer instead of a nerd in a cube reading the same 10K’s, sell-side research, as everybody else. 8.) Expectations Investing (Mauboussin) is a must read for how to come up with contra-consensus investment ideas and get it right. 9.) Investing: The Last Great Liberal Art is a must read for learning how to incorporate information…
股价可能有对有错。这里有个有趣的问题——Facebook的财务数据应该是什么样，才能证明它目前的股价是合理的？你可以读读《预期投资》（Expectations Investing），来看看 $FB 目前的市场价格大概有多“正确”。
Stock prices can be right or wrong. Here’s the interesting question - What should Facebook financials look like to justify its stock price now? You can read “Expectations Investing” to find out the approx “correctness” of $FB current market price.
价格隐含的预期（Price-implied expectations） http://www.amazon.com/Expectations-Investing-Reading-Prices-...
Price-implied expectations http://www.amazon.com/Expectations-Investing-Reading-Prices-...