Vol.11 从巴菲特股东信到段永平访谈,看顶级投资人的底层逻辑 episode artwork

EPISODE · Nov 25, 2025 · 51 MIN

Vol.11 从巴菲特股东信到段永平访谈,看顶级投资人的底层逻辑

from 破茧成财

穿透信息迷雾,把握财富先机。欢迎来到《破茧成财》,我是主播袁雨来。最近投资圈有两件大事引发热议:巴菲特的最后一封股东信与段永平近两小时深度访谈 。一个是美股价值投资的终身实践者,用60年书写投资教科书;一个是华人投资界的实战标杆,从实业跨界投资仍穿越周期。看似相隔万里的两位“有结果的人”,却在投资理念上达成惊人共识——投资的本质是买公司。本期节目中,我们将深度拆解这两份“顶级投资人的智慧结晶”:* 巴菲特在最后一封信中传递了哪些关键信号?这位 89 岁传奇如何总结一生的投资哲学?* 段永平作为“唯一见过巴菲特的华人投资大 V”,在访谈中澄清了哪些被曲解的投资逻辑?从网易 100 倍回报的实战,到茅台、苹果的重仓心得,他如何用“懂的生意”和“纯粹热爱”定义成功?更值得关注的是,这些理念如何与我们的投资实践产生共鸣?从“降低出手频率,追求准确率”到“重视年轻人与创新行业”,从“拒绝专...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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Vol.11 从巴菲特股东信到段永平访谈,看顶级投资人的底层逻辑

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