Os Axiomas de Zurich - Finclass - Bruno Perini

 Os Axiomas de Zurich é um livro já tradicional sobre investimentos, que foi comentado por Bruno Perini numa Finclass de cerca de 2 horas e meia.

O livro trata de "princípios filosóficos" quanto a investimentos. Obviamente, a interpretação é importante para uso prático:

(obviamente meus comentários são sobre o que foi abordado no curso)

Vários dos princípios já deveriam ser óbvios se você investe:

- Risco - precisa ter risco para ganhar algo. Cuidado ao diversificar, considere o anti-frágil do Taleb

- Não espere até a última hora para realizar lucro, a chance de errar é boa - entre sabendo quanto quer ganhar, e quando chegar lá, saia

- Abandone o barco quando começar a afundar (venda mesmo com prejuízo, se os fundamentos sumiram)

- Não acredite em previsões, e cuidado com as ilusões de ordem. Achei essa parte e seus exemplos mais interessantes.

- Cuidado com a liquidez, para poder se adaptar as mudanças. 

- Cuidado com o custo de oportunidade (saia de algo pior se algo melhor aparecer)

- Só confie em palpites que possa explicar (especialmente se tiver pouca experiência)

- não confie no otimismo

- fuja dos consensos (fuja dos investimentos da moda - vão estar caros)

No geral, achei que valeu bem o tempo empregado.

Update: li o livro depois do curso, o curso cobria basicamente 100% (talvez alguma história tenha escapado, mas nada com importância). Claro que como é curtinho não faz muita diferença, em termos de tempo...

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