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EP80 与查理·芒格的跨时空对话:当眼睛失明时,我们看见什么?

January 12, 2026 · 50 min

Show notes

当你看不清世界时,是抱怨还是升级大脑?芒格用一只眼睛的代价告诉我们:真正的投资,不是捡便宜,而是避开致命错误。为什么消费者愿意为“不用思考”的品牌买单?
02:04 查理芒格:他与我的类似之处,左眼的失明与投资失败的挫折
04:06 房地产投资的诱惑与挑战:芒格的经历与教训
08:14 品质不妥协,注重品质:喜诗糖果公司的成功之道
12:20 华尔街疯狂交易:八百万美元的资产卖三千万美元,分析师疯了吧?
16:26 伯克希尔公司投资策略的转变:探索护城河概念的重要性
20:33 “护城河”之道:喜施糖果的成功秘诀揭秘!
24:43 美国运通:丑闻背后的决策与赔偿之路
28:51 市场恐慌与投资机遇:沃伦·巴菲特与查理·芒格的智慧之旅
32:58 理性思考下的投资选择:美国运通的估值与成长潜力
37:06 股市智慧:聚焦可口可乐等简单清晰的投资目标
41:13 技术分析的局限性:指标预测与实...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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