我从达尔文那里学到的投资知识08 别把旱灾当陨石

【本期主题】拆解时间尺度上的投资视角错觉——从棕熊牙齿化石的"分型特性"（40万年变化0.41 vs 8000年变化13.8达尔文单位），到达尔文雀喙在旱灾中的0.4毫米生死临界点，建立区分"短期干旱（波动）"与"陨石撞击（毁灭）"的GKPI投资原则。【核心案例】为什么库尔滕测量周期不同，棕熊进化速度差30多倍？1977年达夫尼岛旱灾85%大地雀死亡、幸存者喙增0.4毫米的进化跃迁？1983年厄尔尼诺后小喙雀重新占优的反转？欧莱雅2006年CEO离职、2013年退出卡尼尔、2015年降价促销为何都是"干旱"而非"陨石"？柯达数码冲击为何是致命陨石？

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我从达尔文那里学到的投资知识08 别把旱灾当陨石

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