乱世下防御性思考_老虎社区_美港股上老虎

乱世下防御性思考

基于全球化几十年的量化宽松放水型泡沫玩法的破灭，企业的转型与个人不得不思考自负盈亏的模式，不能再烧钱且不赚钱盲目扩大市场的行为了，否则在现有高利率情况下必破灭，只能各扫门前雪，玩起盈利模式。作为个人，我又不想拿现金，那么只能按照公司的模式来选择标的，se与拼多多的现金流业务我感觉就不错，也杀了很多估值————货币的本身没有价值，有价值的是你花出去自己愉悦与个人投资成长，这才是货币赋予你的意义

# 晒晒我的复盘笔记

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乱世下防御性思考

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