
财富、价值投资、生意分析 一档小众播客 据说在2000年的一个早上,亚马逊创始人杰夫贝索斯给巴菲特打电话,问巴菲特:“你的投资体系这么简单,为什么别人不做和你一样的事情?”巴菲特回答说:“因为没人愿意慢慢变富。”
| Publishes | Monthly | Episodes | 14 | Founded | a year ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Category | Business |

今天一个没有押中AI的股票投资人,五年后,会迎来怎样的命运?
兴趣和利息的英文都是interest,是否只是一个巧合?还是某种线索?
为什么富兰克林会说,很多人25岁就死了,直到75岁才被埋葬?
我们到底要怎样,才能过好这一生?
本期节目是一个寻找自洽的人的向内求索,也是一个父亲抛向未来的一个漂流瓶,期待有一天你们能把它打开。
其实,《冰雪奇缘2》里,当Elsa不再逃避,对着她内心的calling喊出:“Show youself!”的那一刻,她已经为我们揭晓了答案。
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上一期介绍了7种典型的竞争优势。理论的东西如果理解或运用不到位,很容易变成纸上谈兵。
投资者需要在分析一家家公司的实践中获得对于本质的理解,否则永远无法笃定下判断。
本期上干货,我和Alice以几个公司/行业为例,展开聊了聊如何对商业模式进行实战分析。其中涉及到的有意思的话题包括:
• 电商的商业模式好不好?谁会胜出?
• 零售最顶级的商业模式长什么样?
• 说LV有溢价本身就是一种偏误?
• LV与茅台/苹果/泡泡玛特/蜜雪冰城在本质上是差不多的?
• 什么是最顶级的... more
如果你在打工,有没有想过,为什么你们公司会特别卷?
如果你在创业,有没有问过,为什么就你赚钱这么难?
前面讲了不少投资的“道”,今天讲讲投资的“术” —— 要看懂一个生意最重要的判断:这个公司是否具备护城河?
《7 Powers》(中文版:《战略 7 力》)这本书里提到了七种竞争优势。以此为框架,我分别展开了我对每种竞争优势的理解以及是否能构成公司护城河的分析。希望听完之后能帮助你更好地回答上面三个问题。
图片来源:Diving Deep Into Helmer’s 7 Powers U... more
如果不学金融、经济,是不是就很难做好投资?
如果搞不明白地缘政治、利率、货币政策、风口、市场动向、盈利预测、估值模型、衍生品,还有机会吗?
如果亏钱了想从头再来,关键是要修正什么?
这期聊的是,那些需从大脑里卸载的投资知识,Things to unlearn about investment。
当然,我预感这一期可能前提就有问题。现在大牛市,遍地都是股神,哪有投资不成功的人?
那等一段时间再说吧,不着急。
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00:13 投资不太成功是因为你懂得太多
11:49 错... more
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Apple Podcasts | #233 |
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慢慢变富 slow is fast launched a year ago and published 14 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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