慢慢变富 slow is fast
正常派财富、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 |  ZH-CN | Number of Listeners | Category | Business |
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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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00:37 ... more
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？
* 什么是最顶级的品牌生意？
* SaaS软... 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 Using... 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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时间轴
00:13 投资不太成功是因为你懂得太多
11:49 错误1：机会面前人人... more
喜诗糖果（See's Candies）算得上价值投资里“圣杯”级别的案例，值得花时间研究透彻。
我们也经常听到五花八门的“xx就是中国的喜诗糖果”的说法，如果真是如此都可以直接买爆，所以到底要怎么鉴别？
这一期我们把这一个标杆型的生意给聊透。
以下是Alice这次美国之行给我们带来的现场照片：
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时间轴
00:07 契机
04:21 喜诗历史和简介
07:50 巴菲特收购交易和投资背景
18:14 巴菲特自己的投资复盘
26:52 我们学到的东西
27:21 好的商业模式？
57:15 好... more
5月因为参加股东会出了趟远门，和大家分享两个感悟：第一、这就是我的公司；第二、警惕自己变成大聪明。
老套路问大家一些问题：
- 吃了免费午餐应该说谢谢吗？
- 这则新闻你怎么看？茅台股东大会前夜晚宴改为自助餐，飞天茅台变蓝莓果汁
- 谁不会想参加股东会？
- 谁是世界上最成功的投资者群体？
- 以下你会选择哪一个：1）极好公司，价格不便宜；2）还不错公司，价格算能接受；3）一般公司，价格便宜？
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时间轴
00:07 通过股东会获得年报之外的信息
04:38 这就是我的公司
08:32 再说... more
做投资到底怎样才能获得竞争优势呢？中国3亿多股民和不到2000万的投资者大概都想知道答案。
我斗胆给出了回答。在我看来，和大多数与投资相关的问题一样，答案都很简单但做起来都很难。有人说，想要做好一件事情需要投入一万小时。可能这里又存在一个是充分条件还是必要条件的问题。刚刚结束的伯克希尔股东大会上，巴菲特说如果他生下来就是个牧羊人，干多少小时也做不好。投资这件事情上，时间和努力显然不是充分条件。有些人天生就适合，有些人注定做不好。所以你我都是幸运的人吗？
都说最好的投资是投资自己。4月23日是世界... more
本期收录了一场我与Alice的投资对话。一方面我认为这场对话是典型的投资（非投机）对话，还原了自己与自己或别人是怎样在投与不投之间辩论的，另一方面，新能源汽车行业只是一个很普遍的例子，最终其实是指向了一个问题，那就是“投资大部分时间应该要花在什么上面？”
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关于「慢慢变富」
- 把价值投资大师们的精髓翻译成新手村的平民语言，配上实例分析，拨开云雾
- 分析各路生意，探讨怎么把生意做好
- 找到同路人，在投资的大道上一起慢慢变富
* 若涉及具体公司及证券，不构成任何投资建议
在... more
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