这篇文章不错，转发给_老虎社区_美港股上老虎 - 老虎社区

点赞
评论
收藏

ula
2022-08-06

这篇文章不错，转发给大家看

【段永平投资笔记】投资不怕集中

段永平投资笔记：投资不怕集中，不是一般的集中，而是绝对的集中。本集精彩节选：计算价值只和未来总的现金流折现有关。其实净资产只是产生未来现金流的因素之一，所以我编了个“有效净资产”的名词。也就是说，不能产生现金流的净资产其实没有价值，有时还可能是负价值。巴菲特讲过，有一个 300 斤的胖子走进来，我不用秤就知道他很胖。我买网易时可真没认真“估值”过。[吃瓜]$网易(NTES)$ $腾讯控股(00700)$

【段永平投资笔记】投资不怕集中

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

点赞

举报

评论

推荐
最新

empty

暂无评论

热议股票

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

老虎社区侵权投诉指引

中国互联网举报中心·北京互联网举报中心

网络谣言曝光台·扫黄打非举报中心

网络110报警服务

© 2018-2024 老虎社区版权所有

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

qrcode

关注我们

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":685408922,"tweetId":"685408922","gmtCreate":1659784024371,"gmtModify":1659784024371,"author":{"id":3573714663743084,"idStr":"3573714663743084","authorId":3573714663743084,"authorIdStr":"3573714663743084","name":"ula","avatar":"https://static.tigerbbs.com/83109560bacf42446436faa0b6121e1d","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":367,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>\n 这篇文章不错，转发给大家看</body></html>","htmlText":"<html><head></head><body>\n 这篇文章不错，转发给大家看</body></html>","text":"这篇文章不错，转发给大家看","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/685408922","repostId":685629780,"repostType":1,"repost":{"magic":2,"id":685629780,"tweetId":"685629780","gmtCreate":1659612195250,"gmtModify":1659626870379,"author":{"id":3514329116425907,"idStr":"3514329116425907","authorId":3514329116425907,"authorIdStr":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","vip":4,"userType":4,"introduction":"小虎视频搬运工，热衷吃瓜，偶尔正经，蟹蟹你这么好看还关注我","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":35390,"starInvestorFlag":false},"themes":[{"themeId":"773504017f40482f84209368b57d8b75","categoryId":"c5e97d7d927343c9a5b039f63562a2e0","name":"每人分享一个财经故事","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":773504017f40482f84209368b57d8b75}&rnconfig={\"headerBarHidden\": true}","description":"欢迎虎友分享那些大家不知道的人物传记、无用但有趣的财经故事~","image":"https://static.tigerbbs.com/609d5fd1d7867a496957392afd8e91f8"}],"images":[],"coverImages":[],"title":"【段永平投资笔记】投资不怕集中","extraTitle":"","html":"<html><head></head><body><p>段永平投资笔记：投资不怕集中，不是一般的集中，而是绝对的集中。<br>本集精彩节选：<br>计算价值只和未来总的现金流折现有关。其实净资产只是产生未来现金流的因素之一，所以我编了个“有效净资产”的名词。也就是说，不能产生现金流的净资产其实没有价值，有时还可能是负价值。<br>巴菲特讲过，有一个 300 斤的胖子走进来，我不用秤就知道他很胖。我买网易时可真没认真“估值”过。[吃瓜]<a href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a> <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <video tg-height=\"1080\" tg-width=\"1920\" webkit-playsinline=\"true\" poster=\"https://static.tigerbbs.com/ee0b6ef5385713b496fbd531d94388a2\" controlslist=\"nodownload\" controls=\"\" playsinline=\"\"> \n <source src=\"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/8c158722387702304247011903/90nc6TTttEoA.mp4\" type=\"video/mp4\"> \n</video><br></p></body></html>","htmlText":"<html><head></head><body><p>段永平投资笔记：投资不怕集中，不是一般的集中，而是绝对的集中。<br>本集精彩节选：<br>计算价值只和未来总的现金流折现有关。其实净资产只是产生未来现金流的因素之一，所以我编了个“有效净资产”的名词。也就是说，不能产生现金流的净资产其实没有价值，有时还可能是负价值。<br>巴菲特讲过，有一个 300 斤的胖子走进来，我不用秤就知道他很胖。我买网易时可真没认真“估值”过。[吃瓜]<a href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a> <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <video tg-height=\"1080\" tg-width=\"1920\" webkit-playsinline=\"true\" poster=\"https://static.tigerbbs.com/ee0b6ef5385713b496fbd531d94388a2\" controlslist=\"nodownload\" controls=\"\" playsinline=\"\"> \n <source src=\"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/8c158722387702304247011903/90nc6TTttEoA.mp4\" type=\"video/mp4\"> \n</video><br></p></body></html>","text":"段永平投资笔记：投资不怕集中，不是一般的集中，而是绝对的集中。 本集精彩节选： 计算价值只和未来总的现金流折现有关。其实净资产只是产生未来现金流的因素之一，所以我编了个“有效净资产”的名词。也就是说，不能产生现金流的净资产其实没有价值，有时还可能是负价值。 巴菲特讲过，有一个 300 斤的胖子走进来，我不用秤就知道他很胖。我买网易时可真没认真“估值”过。[吃瓜]$网易(NTES)$ $腾讯控股(00700)$","highlighted":2,"essential":1,"paper":2,"link":"https://laohu8.com/post/685629780","repostId":0,"isVote":1,"tweetType":2,"object":{"id":"caf71fcf4ad54d3b8c14eff2c3d0479f","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/8c158722387702304247011903/90nc6TTttEoA.mp4","poster":"https://static.tigerbbs.com/ee0b6ef5385713b496fbd531d94388a2","desc":""},"commentLimit":10,"symbols":["00700","NTES"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":359,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":3016,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":25,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}