投资 | 名场面：华盛顿邮报的超级回报

12月底和南添老师商量下一期录华盛顿邮报，南添老师说媒体领域是你的主场，接下来几个标的以你为主。作为一个传媒专业毕业，并且职业生涯一直在媒体工作的我一方面亚历山大，另一方面也有些小小的兴奋。应该说整个70年代开始，媒体板块都是巴菲特的大爱。除了这期节目讲到的奥马哈太阳报和华盛顿邮报，我们后面还会讲到巴菲特亲自入主水牛城晚报，以及他与大都会Tom Murphy在广播电视领域数十年的合作与友谊。应该说，媒体，尤其是在细分领域具有「特许经营权」作为经济护城河的媒体，其巨大的规模效应让巴菲特看到了另一种商业杠杆的可能。这期节目虽然聊了一个小时，但实际上远远不够。尤其是凯瑟琳-格雷厄姆作为当时财富500强里唯一一个女掌门人怎么在不利的时代环境和时代背景下把华盛顿邮报从一家区域型报纸带领成为一家全国性影响力媒体，这是这个标的最终实现超级回报的核心，这个故事足够精彩，大家可以去看「The Pos...去小宇宙查看完整单集简介在小宇宙查看该单集文稿

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投资 | 名场面：华盛顿邮报的超级回报

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This episode was published on April 6, 2023.

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