本书分为两大部分，第一部分系统介绍了以"挑一艘好船，选一个好船长，等一张好船票"为核心思想的"先见船"投资体系，提出了具备实战价值的PBR估值模型。第二部分精心挑选了极具代表性的10位投资大师，提炼了格雷厄姆、费雪、巴菲特等投资家的核心思想。"让良资遇见优企"的提法，揭示了资产管理的本质和方向，即投资的背后是经营，是对行业、实体企业运营模式的洞察。
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