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调香师Joe
私募打工人，喜欢看书、篮球、股票、老友记
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调香师Joe
2021-10-11
中午吃了海底捞，下午书到了。好好学习✌️
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调香师Joe
2021-10-12
日常上班吃午饭，大口吃肉撕咬。
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调香师Joe
2021-10-19
吃好喝好，开心最重要。
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调香师Joe
2021-10-15
晚饭吃一碗网红连锁牛肉面，服务不错。
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调香师Joe
2021-10-10
喝可口可乐，做价值投资。周末愉快！
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调香师Joe
2021-10-01
喝点茅台，节日快乐！yyds cheers~
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调香师Joe
2021-10-24
星期天吃晚饭，明天又要上班了。
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调香师Joe
2021-10-23
周末在家躺平，做个沙发土豆。
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调香师Joe
2021-10-22
叫了一桶拿铁☕️[开心]
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调香师Joe
2021-10-21
这篇文章不错，转发给大家看看
@全球投资:本系列影片的目的是探讨巴菲特的两个启示。第一 你如何识别一家具有持久竞争优势的优秀公司，第二，你如何评估一家拥有持久竞争优势的公司。要理解沃伦巴菲特的第一个伟大启示，我们需要了解华尔街的本质。在20世纪30年代早期，华尔街有一位有进取心的年轻分析师，名叫本杰明·格雷厄姆。他注意到当时华尔街绝大多数的选股高手并不关心他们所买卖的公司的长期经济状况，格雷厄姆认为，如果他以低于长期内在价值的价格购买这些被抛售的业务，最终市场会承认自己的错误，并被提升股价重估它们的价值，本杰明·格雷厄姆就是价值投资之父
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\n \n 20世纪50年代，沃伦在哥伦比亚大学时课余学习了价值投资，然后，就在格雷厄姆退休之前，巴菲特去了格雷厄姆的华尔街公司工作。巴菲特开始思考格雷厄姆的一些规则。他注意到的第一件事就是格雷厄姆被低估的业务从未真正升值，每一批赢家都有一些输家，这大大降低了格雷厄姆投资组合的整体表现。沃伦还意识到，如果一家公司的竞争优势能够长期保持，如果它是持久的 业务的潜在价值将继续年复一年地增长 使它成为一个伟大的长期投资。让我们来看一个例子 1973年 沃伦在华盛顿邮报公司投资了1100万美元 这是一家在当时具有持久竞争优势的报纸，从1973年到2008年 从1100万增长到14亿\n \n","listText":"20世纪50年代，沃伦在哥伦比亚大学时课余学习了价值投资，然后，就在格雷厄姆退休之前，巴菲特去了格雷厄姆的华尔街公司工作。巴菲特开始思考格雷厄姆的一些规则。他注意到的第一件事就是格雷厄姆被低估的业务从未真正升值，每一批赢家都有一些输家，这大大降低了格雷厄姆投资组合的整体表现。沃伦还意识到，如果一家公司的竞争优势能够长期保持，如果它是持久的 业务的潜在价值将继续年复一年地增长 使它成为一个伟大的长期投资。让我们来看一个例子 1973年 沃伦在华盛顿邮报公司投资了1100万美元 这是一家在当时具有持久竞争优势的报纸，从1973年到2008年 从1100万增长到14亿","text":"20世纪50年代，沃伦在哥伦比亚大学时课余学习了价值投资，然后，就在格雷厄姆退休之前，巴菲特去了格雷厄姆的华尔街公司工作。巴菲特开始思考格雷厄姆的一些规则。他注意到的第一件事就是格雷厄姆被低估的业务从未真正升值，每一批赢家都有一些输家，这大大降低了格雷厄姆投资组合的整体表现。沃伦还意识到，如果一家公司的竞争优势能够长期保持，如果它是持久的 业务的潜在价值将继续年复一年地增长 使它成为一个伟大的长期投资。让我们来看一个例子 1973年 沃伦在华盛顿邮报公司投资了1100万美元 这是一家在当时具有持久竞争优势的报纸，从1973年到2008年 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href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a>","text":"出差中，山西运城吃烤鱼。🐟🔥$贵州茅台(600519)$$帝亚吉欧(DEO)$$伯克希尔(BRK.A)$","images":[{"img":"https://static.tigerbbs.com/6c87c0458b6099fe71c5e61e5beaf901","width":"2381","height":"3878"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/827296897","isVote":1,"tweetType":1,"viewCount":3439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":825215641,"gmtCreate":1634227289067,"gmtModify":1634227289067,"author":{"id":"3530485865317957","authorId":"3530485865317957","name":"调香师Joe","avatar":"https://static.tigerbbs.com/7ca556f4a1944bf2113b6f6ceb7e1c2a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3530485865317957","idStr":"3530485865317957"},"themes":[],"title":"","htmlText":"晚饭吃一碗网红连锁牛肉面，服务不错。<a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a><a 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href=\"https://laohu8.com/S/000858\">$五粮液(000858)$</a><a href=\"https://laohu8.com/S/000568\">$泸州老窖(000568)$</a>","listText":"明天又要上班了💼……<a href=\"https://laohu8.com/S/600519\">$贵州茅台(600519)$</a><a href=\"https://laohu8.com/S/000858\">$五粮液(000858)$</a><a href=\"https://laohu8.com/S/000568\">$泸州老窖(000568)$</a>","text":"明天又要上班了💼……$贵州茅台(600519)$$五粮液(000858)$$泸州老窖(000568)$","images":[{"img":"https://static.tigerbbs.com/5abdab73b963390b340fff2546968e53","width":"1408","height":"2000"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823697152","isVote":1,"tweetType":1,"viewCount":1542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":864787691,"gmtCreate":1633149229578,"gmtModify":1633149229578,"author":{"id":"3530485865317957","authorId":"3530485865317957","name":"调香师Joe","avatar":"https://static.tigerbbs.com/7ca556f4a1944bf2113b6f6ceb7e1c2a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3530485865317957","idStr":"3530485865317957"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864787691","repostId":"864209046","repostType":1,"repost":{"id":864209046,"gmtCreate":1633101352840,"gmtModify":1633131787242,"author":{"id":"3576751286524392","authorId":"3576751286524392","name":"贫民窟的大富翁本人","avatar":"https://static.tigerbbs.com/06a0d1c2e8b0e88dbe01857db0c3ddf8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576751286524392","idStr":"3576751286524392"},"themes":[],"title":"有心无力，消费难兴！给大家汇报一下我国庆第一天的消费情况","htmlText":"吓一跳，我今天啥都没干花了7474元到家时间已经比较晚，人很累，但是又想写点什么，就说说作为一个在上海漂泊的人一个月的开支吧。今天是2021年10月第一天，我的开支如下：房租5000元。每个月的柴米油盐1000元已经给我妈了，每个月水电煤加起来400元，共计6400元。今天去了上海野生动物园，门票155元，来回公交费12元，看了一个国际马戏表演160元，做投喂车40元，中间吃了一个披萨套餐130元，合计497元。早上和晚上吃饭合计100元。晚上买了一个麒麟西瓜，一串葡萄，57元，合计157元。每个月的早餐奶，共计300元。话费120。合计420元。房租、水电煤、早餐奶和话费合计为6820元。我单人今天支出为654元。在野生动物园的时候，有一个电动轮船项目，半小时150元，有个水上揭秘的项目，80元，我摸了摸口袋，没敢消费。晚上本来想去吃个盒马海鲜，忍了。其实我花钱很克制了，能不花的都不花。今天是国庆第一天，我没出门旅游，宾馆没住，高铁没坐，就一个景点，花了654元，紧紧巴巴的。如果是三个人一起出去，那就是2000打底，因为女人和小孩花钱更多。如果带着父母一起出去，今天3500左右，因为吃饭的钱会多很多，这么多人应付一下过去的可能性不大。反正今天我的实际支出为7474元。然后我堂姐今天的小孩过白天，我没去，我妈去了，帮我上了1000元，合计8474元。明天我组织了一个投资者聚会，每个人200，已经支付，8674元。3、4、5三天我准备家里打打游戏，看看书算了。6、7两天，我打算去奉贤的上海之鱼、公园和海滩玩一下，要住宾馆，我个人估计为500元，那么合计8974元。哦，想起来了，有个同学结婚，2000元。10974元。最后假期结束的时候去泡个温泉吧，100左右，我喜欢吃水果，打游戏起码得有水果陪着我，算200好了。11274元。七天的开支就是这些。后面开始算2000好了，十月我","listText":"吓一跳，我今天啥都没干花了7474元到家时间已经比较晚，人很累，但是又想写点什么，就说说作为一个在上海漂泊的人一个月的开支吧。今天是2021年10月第一天，我的开支如下：房租5000元。每个月的柴米油盐1000元已经给我妈了，每个月水电煤加起来400元，共计6400元。今天去了上海野生动物园，门票155元，来回公交费12元，看了一个国际马戏表演160元，做投喂车40元，中间吃了一个披萨套餐130元，合计497元。早上和晚上吃饭合计100元。晚上买了一个麒麟西瓜，一串葡萄，57元，合计157元。每个月的早餐奶，共计300元。话费120。合计420元。房租、水电煤、早餐奶和话费合计为6820元。我单人今天支出为654元。在野生动物园的时候，有一个电动轮船项目，半小时150元，有个水上揭秘的项目，80元，我摸了摸口袋，没敢消费。晚上本来想去吃个盒马海鲜，忍了。其实我花钱很克制了，能不花的都不花。今天是国庆第一天，我没出门旅游，宾馆没住，高铁没坐，就一个景点，花了654元，紧紧巴巴的。如果是三个人一起出去，那就是2000打底，因为女人和小孩花钱更多。如果带着父母一起出去，今天3500左右，因为吃饭的钱会多很多，这么多人应付一下过去的可能性不大。反正今天我的实际支出为7474元。然后我堂姐今天的小孩过白天，我没去，我妈去了，帮我上了1000元，合计8474元。明天我组织了一个投资者聚会，每个人200，已经支付，8674元。3、4、5三天我准备家里打打游戏，看看书算了。6、7两天，我打算去奉贤的上海之鱼、公园和海滩玩一下，要住宾馆，我个人估计为500元，那么合计8974元。哦，想起来了，有个同学结婚，2000元。10974元。最后假期结束的时候去泡个温泉吧，100左右，我喜欢吃水果，打游戏起码得有水果陪着我，算200好了。11274元。七天的开支就是这些。后面开始算2000好了，十月我","text":"吓一跳，我今天啥都没干花了7474元到家时间已经比较晚，人很累，但是又想写点什么，就说说作为一个在上海漂泊的人一个月的开支吧。今天是2021年10月第一天，我的开支如下：房租5000元。每个月的柴米油盐1000元已经给我妈了，每个月水电煤加起来400元，共计6400元。今天去了上海野生动物园，门票155元，来回公交费12元，看了一个国际马戏表演160元，做投喂车40元，中间吃了一个披萨套餐130元，合计497元。早上和晚上吃饭合计100元。晚上买了一个麒麟西瓜，一串葡萄，57元，合计157元。每个月的早餐奶，共计300元。话费120。合计420元。房租、水电煤、早餐奶和话费合计为6820元。我单人今天支出为654元。在野生动物园的时候，有一个电动轮船项目，半小时150元，有个水上揭秘的项目，80元，我摸了摸口袋，没敢消费。晚上本来想去吃个盒马海鲜，忍了。其实我花钱很克制了，能不花的都不花。今天是国庆第一天，我没出门旅游，宾馆没住，高铁没坐，就一个景点，花了654元，紧紧巴巴的。如果是三个人一起出去，那就是2000打底，因为女人和小孩花钱更多。如果带着父母一起出去，今天3500左右，因为吃饭的钱会多很多，这么多人应付一下过去的可能性不大。反正今天我的实际支出为7474元。然后我堂姐今天的小孩过白天，我没去，我妈去了，帮我上了1000元，合计8474元。明天我组织了一个投资者聚会，每个人200，已经支付，8674元。3、4、5三天我准备家里打打游戏，看看书算了。6、7两天，我打算去奉贤的上海之鱼、公园和海滩玩一下，要住宾馆，我个人估计为500元，那么合计8974元。哦，想起来了，有个同学结婚，2000元。10974元。最后假期结束的时候去泡个温泉吧，100左右，我喜欢吃水果，打游戏起码得有水果陪着我，算200好了。11274元。七天的开支就是这些。后面开始算2000好了，十月我","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864209046","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864193338,"gmtCreate":1633066988940,"gmtModify":1633066988940,"author":{"id":"3530485865317957","authorId":"3530485865317957","name":"调香师Joe","avatar":"https://static.tigerbbs.com/7ca556f4a1944bf2113b6f6ceb7e1c2a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3530485865317957","idStr":"3530485865317957"},"themes":[],"title":"","htmlText":"喝点茅台，节日快乐！yyds 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