本期节目深入剖析了淨利潤(Net Income)與自由現金流(Free Cash Flow)這兩個核心財務指標的差異及其在企業健康分析中的重要性。它解釋了兩者計算方式的不同,強調了非現金費用、資本支出和營運資本變動如何導致兩者的背離。透過S&P 500十大公司的案例研究,資料闡明了不同產業和成長階段的公司如何呈現獨特的現金流模式。最終,它提出投資者應採用雙重視角,綜合評估這兩個指標,以做出更明智的投資決策,因為淨利潤反映了帳面獲利,而自由現金流則揭示了企業實際的現金創造能力。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!📚 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
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