EPISODE · Jun 15, 2026 · 15 MIN
捡烟蒂 翻石头 守株待兔 等东风 仓位管理（2）
from 投资悟道 渡人渡己
本期节目继续比较“捡烟蒂”与“守株待兔”两种价值投资方法，以及它们对应的持有期限和仓位管理。能力圈较浅时，更应重视安全边际、分散和时间成本；深入理解优质公司后，才可能耐心等待并长期持有。选择哪种方式，取决于自己的知识、性格和耐心。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（2）
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