## 传奇业者 Legendary Investors 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。 <p align="center" style="letter-spacing: 1em">• • •</p> ### 投资人 Legends --- 1. Warren Buffett (1930–) - <small>[[一个时代的落幕 Buffett era]]</small> 2. Peter Lynch (1944–) - <small>待完成</small> 3. Murray Stahl (c. 1953–2026) - <small>待完成</small> 4. Stanley Druckenmiller (1953–) - <small>待完成</small> 5. Paul Tudor Jones (1954–) - <small>待完成</small> ### 书单 Books --- ##### Investors 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”** edited 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 --- - [**Connecting the Dots (2005)**](https://www.youtube.com/watch?v=5BSbOc5VYY8) by Steve Jobs - [**University of Florida Lecture (1998)**](https://www.youtube.com/watch?v=7Z6x-Ov1smU) by Warren Buffett