EPISODE · Jun 19, 2025 · 12 MIN
价值投资的二大门派
from 投资悟道 渡人渡己
渡人渡己本期节目，我们深入探讨价值投资的两大门派：一派以格雷厄姆和施洛斯为代表，主张分散投资、买入低估的“烟蒂股”，适合能力圈尚浅的初学者；另一派以巴菲特和芒格为代表，强调深入研究少数优质公司，集中持仓并长期持有。两种策略各有优劣，关键在于理解：你的投资仓位，必须与你的能力圈深度相匹配。前往小宇宙评论区与主播互动
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价值投资的二大门派
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This episode was published on June 19, 2025.
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