一个海外基金经理遇雷后，如何顺利排雷的？

今年，A股不少白马股加入了爆雷大军。他山之石，可以攻玉。本文是一位海外基金经理的亲身经历，他现在已经是美国一家投资机构SilverRingValuePartners的管理合伙人和首席投资官。对于价值投资者而言，自由现金流是关注企业的重要生命线，显然，这位作者从自己入行的第一年就恪守了这一原则。他2001年从MIT毕业后入职了富达基金担任分析师，故事讲的就是他在富达第一年发生的事情，从最开始踩...

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