市场怎么啦？#AI #Consumer #Power
22 Nov 2025
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[13F]Phil Town重押Lululemon的勇氣 46%現金的紀律
21 Nov 2025
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[Q3 2025] 解密 NVIDIA 財報: 價值投資看 AI 晶片?
20 Nov 2025
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[13F] 彼得提爾暴力轉向 清空輝達押注三雄
19 Nov 2025
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[Q3] 拼多多Temu成功秘訣與巨大挑戰
19 Nov 2025
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【大师课】1993 伯克希尔哈撒韦致股东信
18 Nov 2025
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三十五歲買年金？搞懂長壽風險與高費用陷阱
18 Nov 2025
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[13F] Monesh Pabri巴菲特複製者帕波萊只買五檔股的套利邏輯
18 Nov 2025
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[Q3] Adobe股價悖論：AI是毀滅者還是護城河加固劑？揭密「印鈔機等級」優質價值股被錯殺的真相
17 Nov 2025
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[13F] 克拉爾曼槓鈴策略押注美國工業再造
17 Nov 2025
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【大师课】1989 伯克希尔哈撒韦致股东信
16 Nov 2025
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[13F] 喜马拉雅资本：李錄零交易的冰山哲學 啞鈴投資組合拆解
16 Nov 2025
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巴菲特交棒伯克希爾：雙人三腳投資新時代
16 Nov 2025
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【BABA/TENCHY】美對抗中國科技巨頭的巨蟒與毒蛇戰略
15 Nov 2025
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【大师课】1967 伯克希尔哈撒韦致股东信
15 Nov 2025
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【大师课】1966 伯克希尔哈撒韦致股东信
15 Nov 2025
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人壽保險的水有多深？揭開終身壽險的「免稅陷阱」與2026遺產稅保衛戰
15 Nov 2025
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[13F] 巴菲特買Google的AI投資?
15 Nov 2025
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【Q3】京東是葛拉漢式價值還是陷阱？
14 Nov 2025
Contributed by Lukas
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[大师课] 1965 伯克希尔哈撒韦致股东信
14 Nov 2025
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[Q3] Tencent 騰訊獲利超強卻非深度價值股原因 騰訊千億回購股價仍貴的原因 騰訊強大護城河與估值矛盾分析 騰訊賺錢猛獸為何深度價值不及格
13 Nov 2025
Contributed by Lukas
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巴菲特：致我亲爱的股东们 （朗读原文 2025-11-10）
11 Nov 2025
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Spotify的「成長轉型獲利」迷局：財報亮眼股價卻跌？深度拆解SPOT轉型路上的風險與估值挑戰
11 Nov 2025
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3倍槓桿ETF的陷阱：TQQQ與SQQQ為何長期必賠？揭密「每日重設」和「波動性耗損」的致命真相
10 Nov 2025
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eBay：現金牛還是價值陷阱？財報亮眼背後，用戶流失與高管賣股的致命矛盾解析
10 Nov 2025
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Block Inc. 第三季度财务分析
09 Nov 2025
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[Q3] SoFi科技股深度解析：從學貸到金融界AWS？銀行執照、獲利飛輪與高估值下的成長挑戰
08 Nov 2025
Contributed by Lukas
The sources provide a comprehensive financial analysis and valuation of SoFi Technologies, Inc. (S...
🚨2025極端分歧：美股估值比網科泡沫更高為何投資人卻「極度恐懼」？｜數據真空下的市場解密
07 Nov 2025
Contributed by Lukas
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Fiserv Q3股價一日崩跌44%：是「價值陷阱」還是「深度機會」？新管理層的懺悔錄與現金流的真相解析
06 Nov 2025
Contributed by Lukas
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[13F] 做空AI與槓鈴策略：拆解《大賣空》原型Michael Burry極端兩極化的Scion最新投資組合
05 Nov 2025
Contributed by Lukas
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Palantir財報飆股解密：398倍PE超高估值背後的深度價值投資警訊與DCF分析
04 Nov 2025
Contributed by Lukas
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【深度】S&P500與Nasdaq100：明星指數的選股哲學
04 Nov 2025
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Sprouts Farmers Market (SFM) 財報深度解析：高成長是曇花一現，還是價值被低估？風險與估值一次看清
04 Nov 2025
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🚨泡沫监测: 巴菲特指数突破 224% ⚠️ 席勒市盈率逼近最高点! 市场情绪稳定？！各宏观指标，投资策略解读💪
03 Nov 2025
Contributed by Lukas
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美國期權交易稅務深度解析：活躍交易者必知的黃金法則、QCC與SPX的60-40節稅秘笈
02 Nov 2025
Contributed by Lukas
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巴菲特交棒時刻！波克夏Q3財報揭秘：3817億現金創新高，為何暫停股票回購？浮存金、接班人與成長挑戰全解析
01 Nov 2025
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UNH聯合健康Q32025財報深度解析：營收暴漲利潤腰斬之謎？巴菲特為何危機入市？股價估值570美元的投資機會！
01 Nov 2025
Contributed by Lukas
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蘋果財報解析：Q4 營收創新高背後，服務成火車頭？護城河、監管風險與巴菲特級估值爭議 (AAPL).podcast
31 Oct 2025
Contributed by Lukas
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亞馬遜財報深度解析：AWS金雞母、護城河與估值陷阱（巴菲特指標檢視）
30 Oct 2025
Contributed by Lukas
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一探Google帝國Alpha_bet：單季營收破千億的秘密、巴菲特護城河與AI時代下的監管風險拆解
30 Oct 2025
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Meta財報的數字魔法：淨利暴跌83%的真相與$750股價的估值陷阱（深度解析META的AI、廣告與元宇宙投資）
30 Oct 2025
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垃圾龍頭 Waste Management（WM）財報解析：掩埋場築起多寬護城河？估值為何蓋茲基金會都減持？
29 Oct 2025
Contributed by Lukas
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加州「富豪稅」：AB259與2026提案的公平性、經濟衝擊及憲法難題大辯論
29 Oct 2025
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PayPal 財報亮眼但估值趨保守？深度拆解護城河、競爭壓力與巴菲特標準下的潛力
28 Oct 2025
Contributed by Lukas
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AI超級合約是超級週期還是債務泡沫？探討巨額投資、脆弱聯盟與潛在系統性風險
28 Oct 2025
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彼得林區的黃金分割點：解密GARP策略，如何用PEG和質化分析找到持續成長的合理價公司
27 Oct 2025
Contributed by Lukas
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W2族節稅攻略：秒懂扣除額vs抵稅額、401k與HSA三冠王，全年掌握美國稅務主動權
26 Oct 2025
Contributed by Lukas
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BMI：33年股息成長的秘密：水錶龍頭Badger_Meter(BMI)護城河與高估值的深度解析
24 Oct 2025
Contributed by Lukas
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Q3 2025 英特爾的豪賭與重生？IDM 2.0
23 Oct 2025
Contributed by Lukas
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特斯拉的十字路口：營收新高為何利潤急墜？深度解析2025年特斯拉財報、護城河與極度樂觀的估值
22 Oct 2025
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Netflix Q3 2025 財報解析：股價大跌5_的真相？訂戶數不再公開背後的策略與驚人估值落差
21 Oct 2025
Contributed by Lukas
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艾司摩爾ASML深度拆解】揭秘晶片製造的壟斷者：地緣政治衝擊、EUV高價撐盤與未來成長估值謎團
19 Oct 2025
Contributed by Lukas
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黃金的價值之謎：從原子特性、歷史沉澱到2025年市場展望與終極挑戰
18 Oct 2025
Contributed by Lukas
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台積電TSM深度价值分析（Q3 2025财报解读）
18 Oct 2025
Contributed by Lukas
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巴菲特為何「捨損益表、重資產負債表」？揭密股神看懂公司體質與續航力的三大關鍵
14 Oct 2025
Contributed by Lukas
巴菲特為何「捨損益表、重資產負債表」？揭密股神看懂公司體質與續航力的...
消失的黃金卡：500萬美元美國居留權夢為何曇花一現？解析法律、政治與市場三重致命死因
11 Oct 2025
Contributed by Lukas
❤️ 欢迎从Apple Store上下载我们最新开发的市场泡沫监测应用Buffett Indicator，...
⚠️從狂熱泡沫到SEC新規：SPAC 1.0的崩盤教訓與「空白支票公司」2.0 重现？！
10 Oct 2025
Contributed by Lukas
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🚨 歷史極端估值：當巴菲特指標爆表，市場在玩火？！
10 Oct 2025
Contributed by Lukas
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華倫·巴菲特的生活与投资哲學【深度】
29 Sep 2025
Contributed by Lukas
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美股「高估值、低恐懼」悖論：巴菲特指標飆歷史新高，VIX卻異常平靜？
19 Sep 2025
Contributed by Lukas
The source provides an integrated analysis of the U.S. stock market by examining three key financial...
標普500巨頭都是垃圾股了？深度價值投資者帶你用「極端保守」眼鏡檢視蘋果、輝達等市場寵兒，驚人發現竟無一達標！
19 Sep 2025
Contributed by Lukas
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艾斯曼投資法：金融紀律大師課
18 Sep 2025
Contributed by Lukas
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貝寶 (PayPal) 的數位美元_PYUSD：深入解析穩定幣新勢力，會如何改變你的支付方式與未來金融?
17 Sep 2025
Contributed by Lukas
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Salsefoce (CRM)价值分析：估值，增长，风险评估
16 Sep 2025
Contributed by Lukas
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解析標普500巨頭十年毛利：NVIDIA、Apple、Amazon、Tesla獲利模式大揭密與未來挑戰
11 Sep 2025
Contributed by Lukas
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Synopsys財報失利股價雪崩35_！地緣政治衝擊、Ansys巨額負債，是危機還是轉機？
11 Sep 2025
Contributed by Lukas
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Lululemon股價暴跌17%之謎：價值投資者眼中的「高品質+合理價格」機會？深度剖析營運、挑戰與內在價值
11 Sep 2025
Contributed by Lukas
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彼得・林區的投資智慧：從「了解你所投資」到駕馭「行為差距」的永恆心法
09 Sep 2025
Contributed by Lukas
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【基金揭秘】共同基金 vs. 对冲基金
09 Sep 2025
Contributed by Lukas
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市場「溫度差」！散戶悲觀、選擇權樂觀、債市平靜：2025_9_5_最新市場情緒儀表板解析
07 Sep 2025
Contributed by Lukas
欢迎从Apple Store上下载我们最新开发的市场泡沫监测应用Buffett Indicator，可以...
Roblox經濟學：不只是個遊戲，估值，增长，风险评估
06 Sep 2025
Contributed by Lukas
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巴菲特與《巴倫周刊》的25年對話：從「你怎麼了？」到大師的時代演化與規模挑戰
06 Sep 2025
Contributed by Lukas
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【2025 9月】价值线最新洞察
05 Sep 2025
Contributed by Lukas
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Anthropic估值飆升與AI產業衝擊：聽眾分析報告的深度解析與觀點強化.podcast
04 Sep 2025
Contributed by Lukas
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Value Line投資調查：資訊爆炸時代，你更需要「結構化」分析框架！巴菲特盛讚的元老級研究工具，新手也能免費使用？
03 Sep 2025
Contributed by Lukas
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【前瞻】各指标全面爆发，市场在玩火？🔥
30 Aug 2025
Contributed by Lukas
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2025美國房市大解析：全國停滯下的區域分化與潛藏危機 ⚠️
29 Aug 2025
Contributed by Lukas
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拼多多（PDD）深度价值投资分析：估值，增长，风险评估
28 Aug 2025
Contributed by Lukas
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輝達（NVDA）Q2最新深度价值分析：估值，增长，风险评估
28 Aug 2025
Contributed by Lukas
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VIX恐慌指數全解析：你該懂的市場情緒與底部訊號！
25 Aug 2025
Contributed by Lukas
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‼️後布列敦森林體系瓦解，人類迎來史上通膨最猛的半世紀？預測未來50年的四大騎士與中美挑戰
17 Aug 2025
Contributed by Lukas
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雷納公司 (Lennar) 深度价值分析：估值，增长，风险评估
16 Aug 2025
Contributed by Lukas
📈 欢迎从Apple Store上下载我们最新开发的市场泡沫监测应用Buffett Indicator，可...
巴菲特最新佈局：波克夏Q2持股報告解密，揭示市場新風向與投資策略轉彎
15 Aug 2025
Contributed by Lukas
❤️ 📈 欢迎从Apple Store上下载我们最新开发的市场泡沫监测应用Buffett Indica...
阿里巴巴（BABA）深度价值分析：估值，增长，风险评估
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Contributed by Lukas
❤️ 📈 欢迎从Apple Store上下载我们最新开发的市场泡沫监测应用Buffett Indica...
腾讯（Tencent）深度价值分析：估值，增长，风险评估
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Contributed by Lukas
❤️ To track total market temperature, welcome to search and download iOS App “Buffett Indicato...
📈 Uber Q2 2025 Deep Value Analysis: Business, Growth, and Risks
10 Aug 2025
Contributed by Lukas
❤️ To track total market temperature, welcome to search and download iOS App “Buffett Indicato...
SMCI 2025 Q2 深度价值分析
08 Aug 2025
Contributed by Lukas
❤️ 欢迎从Apple Store上下载我们最新开发的市场泡沫监测应用Buffett Indicator，...
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Contributed by Lukas
欢迎从Apple Store上下载我们最新开发的市场泡沫监测应用Buffett Indicator，可以...
超微 (AMD) 2025財報深度解析
06 Aug 2025
Contributed by Lukas
❤️ 欢迎从Apple Store上下载我们最新开发的市场泡沫监测应用Buffett Indicator，...
Palantir (PLTR) Q2 2025 深度价值分析
06 Aug 2025
Contributed by Lukas
❤️ 欢迎从Apple Store上下载我们最新开发的市场泡沫监测应用Buffett Indicator，...
淨利潤 vs. 所有者收益
06 Aug 2025
Contributed by Lukas
欢迎从Apple Store上下载我们最新开发的市场泡沫监测应用Buffett Indicator，可以...
📈 美股七雄 MAG7 财务深度价值分析：当前最被低估的股票是谁？2025 谁能通过巴菲特好公司标准？
05 Aug 2025
Contributed by Lukas
欢迎从Apple Store上下载我们最新开发的市场泡沫监测应用Buffett Indicator，可以...
巴菲特的金钥匙🔑：选择好公司的黄金标准
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Contributed by Lukas
這份文件提供了一份詳細的「經驗法則記分卡」，列出了投資者用於評估公司...
波克夏海瑟威 (BRK) Q2 2025 財務與策略解析
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Contributed by Lukas
這份資料提供了一份關於波克夏海瑟威公司（BRKB）的全面財務與策略分析。...
苹果 2025 Q2财报深度解读
02 Aug 2025
Contributed by Lukas
免责声明：本内容所有分析均基于公开可获得的信息，仅供教育用途，不构成...
Amzn: Q2 2025 深度研究與估值分析
01 Aug 2025
Contributed by Lukas
這份詳盡的分析報告探討了 Amazon (AMZN) 在過去十年的財務表現，包括其 估...
Meta：Q2 2025 深度研究與估值分析
31 Jul 2025
Contributed by Lukas
這份深度研究報告全面分析了 Meta Platforms 的財務表現、商業模式、經營風險...
聯合健康集團：Q2 2025 深度研究與估值分析
30 Jul 2025
Contributed by Lukas
這份深入研究報告全面分析了 聯合健康集團 (UnitedHealth Group, UNH)，內容涵蓋...
Cadence (CDNS) 商业情报：价值，增长，风险分析
29 Jul 2025
Contributed by Lukas
這份資料深入分析了 益華電腦 (Cadence Design Systems) 的多個面向，包括其 202...
巴菲特的进化：格雷厄姆 → 芒格 → 苹果 ｜逆向但不盲从：如何在坏消息中低风险赚钱
28 Jul 2025
Contributed by Lukas
文章追溯了華倫·巴菲特投資哲學的演變，從最初受班傑明·葛拉漢價值投資...