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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。

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