价值投资村落
北京格拉汉威尔咨询《价值投资村落》播客由北京格拉汉维尔咨询公司出品，系统记录北京大学价值投资课程师生的调研与实战历程。播客目前下设“一手调研”和“价值投资案例”两个子节目。 课程缘起于2015年喜马拉雅资本COO常劲与北大光华管理学院姜国华教授的一次对话，自此落地为光华常态化选修课，并将喜马拉雅资本的投资哲学注入课程体系，专注于企业内在价值的研判与长期持有。 喜马拉雅资本由李录先生创立，他同时担任查理·芒格家族资产管理人。喜马拉雅资本长期为课程提供全面支持。格拉汉维尔则由常劲先生与毕业生于2024年发起成立，以非营利模式运营，负责课程调研赋能、内容记录与社区推广，
| Publishes | Twice monthly | Episodes | 8 | Founded | a year ago |
|---|---|---|---|---|---|
| Language |  Chinese (Simplified) | Category | Business | ||
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当市场的风吹草动牵动人心，我们常常自问：自己是在投资，还是在投机？
本期播客，我们围绕胡猛老师在课堂上的真实分享展开深度对话，从胡猛老师的投资经历出发，层层剖析投资与投机的本质差异，探讨如何在纷繁复杂的市场中保持理性，建立属于自己的财富增长策略。
这不是一堂枯燥的金融课，而是在真实市场环境中的碰撞与反思。无论你是职场新人还是资深投资者，都能从中获得启发，重新审视自己的财富决策逻辑。
点击收听，一起厘清投资迷思，找到属于你的财富答案。
在小宇宙查看该单集文稿
2025年10月31日，著名投资人但斌先生亲临北京大学，与同学们面对面交流价值投资的理念与实践，深度解析价值投资底层逻辑、行业趋势与实战心得。
本次活动聚焦价值投资核心逻辑与实践经验，为课程学员搭建专业交流平台。我们共同见证思想的碰撞与启发，也期待每一位同学的积极参与与交流。
让思想的火花，在光华与港湾之间点亮。
北京格拉汉维尔咨询价值投资村落× 北大价值投资课程
但斌先生学生来信·下｜关于信念、运气与边界的九个问题
在小宇宙查看该单集文稿
2025年10月31日，著名投资人但斌先生亲临北京大学，与同学们面对面交流价值投资的理念与实践，深度解析价值投资底层逻辑、行业趋势与实战心得。
本次活动聚焦价值投资核心逻辑与实践经验，为课程学员搭建专业交流平台。我们共同见证思想的碰撞与启发，也期待每一位同学的积极参与与交流。
让思想的火花，在光华与港湾之间点亮。
北京格拉汉维尔咨询价值投资村落× 北大价值投资课程
在小宇宙查看该单集文稿
本系列播客由北京格拉汉维尔咨询有限责任公司发起，基于北大光华《价值投资》课程的历年案例制作，由优秀学生制作出品。每位学生将聚焦一家公司，通过多期节目：从报告综述，到重点延伸，最后分享个人的观察与思考，希望与你一起走近这些上市公司～
随意走进一家小卖部，你可能会发现：门口整箱堆的是农夫山泉，冰柜里最好拿的位置也是农夫山泉；而其他品牌常常被挤在角落。这不是偶然，基于北京大学光华管理学院的案例研究和我们的实地调研，这期我们拆解一下农夫山泉背后的管理逻辑 ——
1. 背景：研究农夫山泉，绕不开业务员... more
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Apple Podcasts | #226 |  Hong Kong/Business |
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价值投资村落 launched a year ago and published 8 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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