我来陪你读年报
都说不易这一切缘起于在三年前的一时兴起，最初的想法就是跟大家一起读一些我感兴趣的上市公司的年报。所以这个节目起的名字就是《我来陪你读年报》，就这么一做就做了三年的时间。我与很多开公众号的大V不一样，我就是一个无名之人，一个最普通的赶路人……
也正因为如此，这些节目只是我自己投资过程的一个记录。这里面毫无修饰地记录了我对每一家企业，每一个行业的了解和认知的过程。我只是把这里作为我个人的一个小花园，我没意愿要做到多大的影响，没意愿在这上面赚钱，也没意愿与别人争论什么原则问题。所以我不会发雪球，因为纷争太多；所以我不接推广，因为收人的钱就要替人办事；所以我从来不要求朋友帮我点赞转发，因为根本没必要。
所以在这里我敬告各位朋友：
1、本专辑纯属我个人的投资和学习的记录。
2、我认为投资最不需要的就是大众的认同，如果没点独立的想法，没点看上去有点固执的坚持，根本就别想继续在这个投资市场生存下去，大家也没必要... more
| Publishes | Weekly | Episodes | 528 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | ManagementInvestingBusiness |
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Latest Episodes
00:02:06:寻找好企业，锁定好价格，投资核心命题简单而关键！00:04:07:优秀团队与企业成功的关系：研究小米和阿里巴巴的案例！00:06:09:好价格与企业价值：如何匹配估值和企业质量？00:08:12:投资的难题：如何在好企业和好价格之间找到平衡？00:10:14:贵州茅台之谜：解构长期年化预期收益率的合理范围00:12:16:挖掘好企业与好价格的动态变化：泡泡玛特的投资案例分析00:14:18:泡泡玛特：好企业与好价格的动态互动，投资获利之道00:16:20:投资的奥秘：好企业与好... more
本期是我本人的2025年总结。我会和大家分享：A 股账户 8.79% 的收益率跑输沪深 300 指数的遗憾，持仓 “老登股” 如五粮液的疲软表现，以及港股泡泡玛特带来 50%+ 收益的惊喜；聊聊被动收入覆盖日常支出的踏实，招商银行、长江电力分红到账的喜悦，还有伊利股份等企业 “慢变量” 增长的坚守逻辑；也会拆解 AI、人形机器人等新兴赛道的真实产业现状，以及海螺水泥等标的短期亏损的原因。最后，结合 2026 年市场风险与机会，明确我 “坚守核心资产、适度布局新赛道” 的具体策略。
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Apple Podcasts | #137 | China/Business/Investing |
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| Listeners per Episode | Gender Skew | Location | |||
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| Interests | Professions | Age Range | |||
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我来陪你读年报 launched 4 years ago and published 528 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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