复利国
漏木复利国 · 长期主义者的聚集地 我们只研究一件事： 那些经得起时间检验的投资智慧。 从沃伦.巴菲特、查理.芒格、霍华德.马克思和李录 拆解他们如何思考投资、财富、风险、时间，以及人生。 我们把跨越半个世纪的投资思想，连接成一条完整的逻辑链。 从伯克希尔股东信，股东大会问答、深度演讲、到橡树资本备忘录，还原决策背后的长期框架。
| Publishes | Twice monthly | Episodes | 4 | Founded | 2 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | BusinessInvesting |
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Latest Episodes
【本期简介】
好公司很多，但没有好的掌舵人，护城河也会慢慢漏水
上一期我们聊了护城河——一家公司为什么能长期赚钱。 这一期，我们聊另一个问题：城堡建好之后，谁来守？
一、为什么管理层是"最难估值的资产"
护城河可以量化，现金流可以预测，但管理层的品质，没有公式。
你没法在资产负债表上找到它， 却能在十年后的股价里看见它。
巴菲特评估管理层，主要关心三件事：
*
他们是否像真正的所有者一样思考？
*
他们对资本的分配，是否长期理性？
*
他们对股东说的话，是否诚... more
标题：巴菲特的护城河：如何识别“印钞机”公司？
【本期简介】
在这个满地都是“内卷”和“价格战”的商业世界，为什么有的公司即便遭遇巨大危机，依然能迅速翻盘并持续盈利？而有的公司拼命研发，却始终挣扎在亏损边缘？
答案就在巴菲特最推崇的词里——护城河（Moat）。
很多人误以为“好产品”就是护城河，或者“优秀的CEO”就是护城河。但在巴菲特眼中，真正的护城河是一道让竞争对手感到绝望的结构性优势。本期节目，我们将深入拆解：为什么即便损失了1.5亿美金，巴菲特依然认为这门生意是一台“印钞机”？ more
内容来自我系统整理的第一手价值投资知识库——跨越近50年、横跨书信、年报、演讲、问答多种形式，涵盖巴菲特致股东信、伯克希尔年报、股东大会问答，以及芒格、霍华德·马克斯、李录的核心著作。不是二手解读，是原始材料的直接提炼。
标题： 守住能力圈，比扩大圈子更重要
【本期简介】
在一个被AI、大模型、算力、风口不断轰炸的时代，我们很容易产生一种焦虑：
* 如果我不懂这些，会不会被时代抛弃？
* 如果我现在不进去，会不会错过一生一次的机会？
但回到历史，你会发现，这种情绪并不新鲜。在19... more
如果你想买一家公司的股票，该怎么分析？
这期节目，我用巴菲特的投资框架，从可口可乐到德克斯特鞋业，一步步拆解怎么判断一家公司值不值得买入。
* 内容来自我系统整理的第一手价值投资知识库——跨越近50年、横跨书信、年报、演讲、问答多种形式，涵盖巴菲特致股东信、伯克希尔年报、股东大会问答，以及芒格、霍华德·马克斯、李录的核心著作。不是二手解读，是原始材料的直接提炼。
本期结构
为什么短期股价是情绪，长期股价才是价值
第一部分： 用可口可乐建立分析公司的直觉。
第二部分： 讲清楚投资的底... more
Key Facts
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #139 |  New Zealand/Business/Investing |
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Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
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复利国 launched 2 months ago and published 4 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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