42.60年5万倍:巴菲特是否是普通人唯一能抄的答案? episode artwork

EPISODE · May 5, 2025 · 1H 21M

42.60年5万倍:巴菲特是否是普通人唯一能抄的答案?

from The Wanderers 流浪者

一年一度的伯克希尔大会,没想到竟然迎来了股神的金盆洗手!感叹、感谢、感动之余,劳动节我们赶紧加更一集。巴菲特是否是投资的唯一答案?显然不是,市场里多种风格都有其立足之地巴菲特是否就是普通人的答案?显然也不是,太多方面差距太大、也坚持不了。但巴菲特的答案有可能是普通人唯一能去抄的......他的业绩表现如何评价?优势究竟来自哪里?为何难以模仿?答案抄什么?我们从自己的角度出发好好聊了聊。但不得不说,巴老爷子是一本看起来薄读起来厚的书,一期播客根本覆盖不完,欢饮大家在评论区多与我们交流。--------------之前有听众问国外的播客推荐, 除了Acquired/Allin/BG2/Lex这些常见的以外。我先列一些不错的:Business Breakdowns, Capital Allocators, Founders, Invest Like the Best, Knowledge Project, Value Hive, Good Investing Talks, Yet Another Value Podcast, Chit Chat Stocks, The Synopsis. --------------我们每周用近10个小时的业余时间准备、录制和剪辑,完全用爱发电。听完我们各期节目觉得有所收获的,还请点赞收藏转发,推荐给相关的朋友,谢谢!!!我们也期望和更多有想法有观点的朋友认识交流。认识我们: 添加微信zjyiran(Ran), vl7117(Vincent), jhy256_(Jason),请注明个人简单背景/供职机构。投资有风险,提醒大家谨慎做好自己的研究。节目属于我们个人闲聊,观点随时有变化,不构成任何投资建议。在小宇宙查看该单集文稿

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42.60年5万倍:巴菲特是否是普通人唯一能抄的答案?

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