我有一项20-20-20-200计划。研读20位传奇投资人，拆解20种交易策略，跟踪20个周期行业，熟悉200家公司。快速充电是一方面，我其实更关心这些人同为市场从业者 (Market Practitioners)，到底走过了怎样的一生。当然，这还只是个计划，远没有完成。不过，旗还是要先扯起来的。 #### **投资人 Legends** --- 1. Warren Buffett - <small>[[一个时代的落幕 Buffett era]]</small> 2. Peter Lynch - <small>待完成 </small> 3. Murray Stahl - <small>待完成 </small> 4. Stanley Druckenmiller - <small>待完成 </small> 5. Paul Tudor Jones - <small>待完成 </small> #### **书单 Books** --- ##### Investor and Portfolio Strategies - **A Man for All Markets** by Edward O. Thorp - <small>A book gift from my postdoc mentor</small> - **Mastering the Market Cycle** by Howard Marks - **Capital Returns** by Edward Chancellor - **Antifragile** by Nassim Nicholas Taleb - **Excess Returns** by Frederik Vanhaverbeke - <small>[[超额回报 Excess return]]</small> ##### Wall Street Life - **When Genius Failed** by Roger Lowenstein - <small>[[对市场的敬畏 LTCM case]]</small> - **My Life as a Quant** by Emanuel Derman - **The Big Short** by Michael Lewis - **Liar's Poker** by Michael Lewis ##### Tool Books - **Market Microstructure Theory** by Maureen O'Hara - **The Tax Guide for Traders** by Robert A. Green - **Options as a Strategic Investment** by Lawrence G. McMillan - **A First Course in Mathematical Modeling** by Frank R. Giordano et al. - **An Introduction to Mathematical Modeling** by Edward A. Bender ##### Society and History - **Capitalism in America** by Alan Greenspan & Adrian Wooldridge - **Numbers Don't Lie** by Vaclav Smil - **A Global History** by L.S. Stavrianos #### **视频 Videos** --- ##### Life - [**Connecting the Dots**](https://www.youtube.com/watch?v=5BSbOc5VYY8) by Steve Jobs - [**University of Florida Lecture**](https://www.youtube.com/watch?v=7Z6x-Ov1smU) by Warren Buffett