本期节目探討了李錄與段永平兩位知名投資人的關係。兩人皆深受巴菲特與芒格的價值投資理念影響，並在投資風格上有許多相似之處，例如強調長期價值和獨立思考。雖然公開直接互動不多，但他們在某些關鍵投資標的上存在重疊，且彼此在私下有所交流並相互欣賞。文章同時梳理了他們各自的核心社交圈，包括芒格、巴菲特等導師，以及黃崢等門徒或重要合作夥伴。總體而言，這兩篇文章分析了他們在價值投資領域的共通思想、交集，以及各自影響力的網絡。Youtube: https://www.youtube.com/@TheDeepValueApple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697免责声明：本内容仅代表作者在所述日期的个人观点，且这些观点可能会在未经通知的情况下发生变化。所有分析均基于公开可获得的信息，可能会因修订或不同解读而有所变化。本内容仅供教育用途，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。同时，别忘了在Apple Podcasts和Youtube Channel：Deep Value Investing深度价值投资频道中订阅如果您觉得这些话题有意思！
No persons identified in this episode.
This episode hasn't been transcribed yet
Help us prioritize this episode for transcription by upvoting it.
Popular episodes get transcribed faster
Other recent transcribed episodes
Transcribed and ready to explore now
Trump $82 Million Bond Spree, Brazil Tariffs 'Too High,' More
16 Nov 2025
Bloomberg News Now
Ex-Fed Gov Resigned After Rules Violations, Trump Buys $82 Mil of Bonds, More
16 Nov 2025
Bloomberg News Now
THIS TRUMP INTERVIEW WAS INSANE!
16 Nov 2025
HasanAbi
Epstein Emails and Trump's Alleged Involvement
15 Nov 2025
Conspiracy Theories Exploring The Unseen
New Epstein Emails Directly Implicate Trump - H3 Show #211
15 Nov 2025
H3 Podcast
Trump Humiliates Himself on FOX as They Call Him Out
15 Nov 2025
IHIP News