威宇 & 阿堯

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股市大跌時怎麼決定買進還是賣出，投資組合要如何調整【威宇 & 阿堯】

前幾週我看到哥倫比亞大學價值投資學程的影片。整個影片 80 分鐘，講這次的肺炎疫情以及對市場影響。其中一個環節就是在講發生大跌時怎麼決定買進還是賣出，Tano Santos 教授舉了兩檔股票為例做...

2020-05-25 18:00:03 有 6,051 人看過有 198 人說讚

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查理蒙格說的「多元思考模型」到底是什麼。聊聊《窮查理的普通常識》（下）

前幾週參加一場《窮查理普通常識》讀書會，這支影片是拿我這場讀書會簡報做投資上的延伸。如果還沒看過上集：https://youtu.be/sNEdxTGyS-M 📺 訂閱頻道看更多投資內容：htt...

2020-05-22 18:00:04 有 4,412 人看過有 109 人說讚

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反過來想，永遠要反過來想。聊聊《窮查理普通常識》（上）

前幾週參加一場《窮查理普通常識》讀書會，這支影片是拿我這場讀書會簡報做投資上的延伸。 📺訂閱頻道看更多投資內容：https://www.youtube.com/channel/UCIBeH-s9Uq...

2020-05-18 18:00:28 有 6,352 人看過有 192 人說讚

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菸屁股投資法 Net-Net 完整問答——金融股或營建股適用嗎？加減碼問題？我可以調整公式嗎？

之前拍了一集介紹巴菲特早期愛用的菸屁股投資法——Net-Net https://youtu.be/t2hnYgpWMmQ 結果大家留言問很多問題，所以我們錄了這一集 Q&A，希望能夠成功勸退一些迫不...

2020-05-15 18:00:01 有 3,935 人看過有 107 人說讚

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聊聊巴菲特股東會——不樂觀的巴菲特、航空股、長期持有與接班人

📺訂閱頻道看更多投資內容：https://www.youtube.com/channel/UCIBeH-s9UqWnWMUyqBGNqdA?sub_confirmation=1 邀請大家一起幫這部影...

2020-05-12 18:00:36 有 4,736 人看過有 116 人說讚

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我們可以靠大跌賺錢嗎，因應黑天鵝的資產組合怎麼做

我們可以靠大跌賺錢嗎？大跌跟賺錢聽起來很違和，但我們今天就是要討論這種方法。買大跌時有很高獲利的商品，提供整體資產的保護，讓你的資產在大跌時不受影響。在塔雷伯的基金關了以後，另一位共同創辦人 Ma...

2020-05-09 18:00:56 有 5,511 人看過有 196 人說讚

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Bill Ackman 三月大跌時將 2,700 萬的投資變成 26 億，他做了什麼？

我們剛經歷有史以來速度最快的崩跌，Bill Ackman 卻在這波賺了 100 倍。他究竟是買了什麼東西，如何在三月大跌中，將 2,700 萬的投資變成 26 億呢？ 📺訂閱頻道看更多投資內容：ht...

2020-05-04 18:00:02 有 7,614 人看過有 187 人說讚

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See's Candy 不是最好的企業，但巴菲特卻說是他最重要的投資？

See's Candy 不是最好的企業，但巴菲特卻說是他最重要的投資。我們如果要了解為什麼，就要知道他當時為什麼買這檔股票，以及這次投資給他什麼影響。藍籌點券：巴菲特和蒙格的收購機器 https:...

2020-05-02 18:00:32 有 3,042 人看過有 109 人說讚

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巴菲特的信任管理哲學，從《信任邊際》討論這種方式的優缺點

之前影片講很多信任在投資上的好處，包括有長期穩定的資金、多元的現金流以及特殊的投資機會。是這些信任支撐波克夏，達到今天如此龐大的規模。最近台灣出版一本勞倫斯．康寧漢的新書《信任邊際》，我們就用書裡...

2020-04-27 18:00:36 有 3,182 人看過有 101 人說讚

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巴菲特早期愛用的菸屁股投資法，Net-Net 在台灣能賺錢嗎？

這支影片要來討論巴菲特早期愛用的菸屁股投資法，也就是 Net-Net。這是什麼投資方法？有誰在用？學術上的研究成果如何？台灣也適用嗎？這些問題都會在影片裡一一回答。邀請大家一起幫這部影片上字幕 ...

2020-04-25 19:14:50 有 9,434 人看過有 303 人說讚