E54. 隐秘的投资珍宝:在被动资金时代重新发现主动选股的价值 episode artwork

EPISODE · Oct 31, 2025 · 9 MIN

E54. 隐秘的投资珍宝:在被动资金时代重新发现主动选股的价值

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捷克资深价值投资人 Daniel Gladiš 在新书 Hidden Investment Treasures 中,把自己基金中真实持有的公司,一家家摊开分析给读者看。读这本书,就像坐在基金经理和投资人之间,听他解释每一个决策背后的逻辑、假设与取舍——为什么买、风险在哪、价值来自哪里、又该如何在市场环境变化时保持定力。在小宇宙查看该单集文稿

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E54. 隐秘的投资珍宝:在被动资金时代重新发现主动选股的价值

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