總結:SEC要求公開上市公司及法人投資者必須提供許多不同主題的Form,這些都是投資人可以獲得豐富資訊來源的地方。而以上報表都可以在SEC 的EDGAR database找到。
一個菜鳥研究員的路途
You only find out who is swimming naked when the tide goes out.
Know what you own, and know why you own it.
The individual investor should act consistently as an investor and not as a speculator.
The four most dangerous words in investing are: 'this time it's different.'
The stock market is filled with individuals who know the price of everything, but the value of nothing.
結論:對於想用Top-down Approach的投資者,此本書是不錯的開端。如果是基本派的投資者,有可以使用本書的總經概念,看是否在正確的趨勢上面。書中也提供所有投資者皆可適用的投資八大法則、保本十大法則及十二條風險管理守則。