深度价值

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

Audio

Description

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，可以每天收到最新的巴菲特指标提醒，快去下载噢!https://apps.apple.com/us/app/buffett-indicator/id6747404614📚 Value Investing Books Recommendation————————————————————————Warren BuffettThe Snowball: Warren Buffett and the Business of LifeKindle: https://amzn.to/3FVasqyHardcover: https://amzn.to/3HIfeZ2Paperback: https://amzn.to/4kBjUOZWarren Buffett and the Interpretation of Financial Statements (by Marry Buffett)Kindle: https://amzn.to/43Vr5dDHardcover: https://amzn.to/4n6yNusPaperback: https://amzn.to/45XBBDL————————————————————————Charlie MungerPoor Charlie’s AlmanackKindle: https://amzn.to/3Zsw9VBHardcover: https://amzn.to/4jMExq7Collector's Edition: https://amzn.to/3SRgsn7Tao of Charlie MungerKindle: https://amzn.to/4nk0akTHardcover: https://amzn.to/44eq8ORInfluence, New and Expanded: The Psychology of PersuasionKindle: https://amzn.to/4619DqLHardcover: https://amzn.to/40a8TMiPaperback: https://amzn.to/40gtwq7————————————————————————Howard MarksThe Most Important Thing (Uncommon Sense for the Thoughtful Investor)Kindle: https://amzn.to/3Tqb4YgHardcover: https://amzn.to/3SRyy8APaperback: https://amzn.to/45ohdM0Mastering The Market Cycle: Getting the Odds on Your SideKindle: https://amzn.to/3HXPmbyHardcover: https://amzn.to/45X6AQqPaperback: https://amzn.to/44oPGYP————————————————————————Money PhilosophiesThe Psychology of Money: Timeless lessons on wealth, greed, and happinessKindle: https://amzn.to/3FDbO9uHardcover: https://amzn.to/4kL3TGiPaperback: https://amzn.to/44fpkcCLimited Gift Version: https://amzn.to/4jYomGpSame as Ever: A Guide to What Never ChangesKindle: https://amzn.to/3HXBJcpHardcover: https://amzn.to/4l7vPnoPaperback: https://amzn.to/4k2ZHReThe Almanack of Naval Ravikant: A Guide to Wealth and HappinessKindle: https://amzn.to/4lx2a7FHardcover: https://amzn.to/4kGX5tfPaperback: https://amzn.to/3ZEMXsC————————————————————————Classic PrinciplesThe Intelligent InvestorKindle: https://amzn.to/45T9OEvHardcover: https://amzn.to/4l4f7W3Paperback: https://amzn.to/43ZNyXbSecurity Analysis, Seventh Edition: Principles and TechniquesKindle: https://amzn.to/442yKakHardcover: https://amzn.to/3TmEEhgMargin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful InvestorCollector Edition: https://amzn.to/4lrgWNd————————————————————————Youtube: https://www.youtube.com/@TheDeepValueApple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q📚 价值投资必读书单————————————————————————沃伦·巴菲特滚雪球中文：⁠https://amzn.to/4kZdt80⁠巴菲特的真本事中文：⁠https://amzn.to/4jU8jJR⁠————————————————————————查理·芒格穷查理宝典简体中文: ⁠https://amzn.to/4jVQslJ⁠影响力简体中文：⁠https://amzn.to/3ZCUV5r⁠————————————————————————金钱哲学金钱心理学中文：⁠https://amzn.to/407ATjz⁠一如既往中文：⁠https://amzn.to/3HFhGPV⁠纳瓦尔宝典：从白手起家到财务自由，硅谷知名天使投资人纳瓦尔智慧箴言录Kindle中文：⁠https://amzn.to/3HH4Elf⁠————————————————————————霍华德·马克斯投资最重要的事：一本股神巴菲特读了两遍的书投資最重要的事：一本股神巴菲特讀了兩遍的書中文（简体）：⁠https://amzn.to/4kJYPSy⁠中文（繁体）：⁠https://amzn.to/4n1xOeT⁠————————————————————————价值投资经典聪明的投资者+证券分析中文：⁠https://amzn.to/4kCoqg9⁠————————————————————————埃隆·马斯克传（李录说他和芒格是一类人 😏）中文：⁠https://amzn.to/401aeVG⁠Youtube: ⁠https://www.youtube.com/@TheDeepValue⁠Apple Podcasts: ⁠https://podcasts.apple.com/us/podcast/深度价值投资/id1813017485⁠Spotify: ⁠https://open.spotify.com/show/4pkWVzv9g4msNzlYLUhnm5?si=hRZQw_O8TdOi-dRcrvNvlA⁠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，不构成投资建议。在进行投资决策之前，请自行进行尽职调查。对了，如果您觉得这些话题有意思别忘了在Apple/Spotify Podcasts和Youtube Channel：Deep Value Investing深度价值投资频道中点赞订阅我们！节目介绍栏中还有我们精选的价值投资必读书单哦，去看看吧！

Transcription

This episode hasn't been transcribed yet

Help us prioritize this episode for transcription by upvoting it.

0 upvotes

🗳️ Sign in to Upvote

Popular episodes get transcribed faster

Other recent transcribed episodes

Transcribed and ready to explore now

3ª PARTE | 17 DIC 2025 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

13:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

12:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

13:00H | 20 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

Comments

There are no comments yet.

Please log in to write the first comment.

Report any issue

深度价值

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

This episode hasn't been transcribed yet

Other recent transcribed episodes

3ª PARTE | 17 DIC 2025 | EL PARTIDAZO DE COPE

13:00H | 21 DIC 2025 | Fin de Semana

12:00H | 21 DIC 2025 | Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

13:00H | 20 DIC 2025 | Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

Sign in to Audioscrape

Share this moment