捡烟蒂翻石头守株待兔等东风仓位管理（1）

本期节目回应网友关于“捡烟蒂”、等待机会和仓位管理的问题，讨论这些投资方法背后的共同逻辑。价值投资首先要考虑风险与安全边际。面对被低估但成长空间有限、自己又不够熟悉的标的，可以适度分散仓位并控制持有预期，减少永久性损失，让复利有继续积累的基础。前往小宇宙评论区与主播互动

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捡烟蒂翻石头守株待兔等东风仓位管理（1）

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