This book not only presents an original asset allocation classification method of "planting trees, planting grains, and planting vegetables," but also systematically explains, in conjunction with the MAPER model and capital cycle theory, how to screen high-quality companies through qualitative analysis, how to use quantitative indicators to grasp the timing rhythm, and how to flexibly switch strategies in different market cycles.
本书中不仅独创了“种树、种粮、种菜”的资产配置分类法,还结合MAPER模型、资本周期理论,系统阐述了如何通过定性分析筛选优质企业,如何利用量化指标把握择时节奏,以及如何在不同市场周期中灵活切换策略。
本书中不仅独创了“种树、种粮、种菜”的资产配置分类法,还结合MAPER模型、资本周期理论,系统阐述了如何通过定性分析筛选优质企业,如何利用量化指标把握择时节奏,以及如何在不同市场周期中灵活切换策略。