我来陪你读年报
都说不易这一切缘起于在三年前的一时兴起，最初的想法就是跟大家一起读一些我感兴趣的上市公司的年报。所以这个节目起的名字就是《我来陪你读年报》，就这么一做就做了三年的时间。我与很多开公众号的大V不一样，我就是一个无名之人，一个最普通的赶路人……
也正因为如此，这些节目只是我自己投资过程的一个记录。这里面毫无修饰地记录了我对每一家企业，每一个行业的了解和认知的过程。我只是把这里作为我个人的一个小花园，我没意愿要做到多大的影响，没意愿在这上面赚钱，也没意愿与别人争论什么原则问题。所以我不会发雪球，因为纷争太多；所以我不接推广，因为收人的钱就要替人办事；所以我从来不要求朋友帮我点赞转发，因为根本没必要。
所以在这里我敬告各位朋友：
1、本专辑纯属我个人的投资和学习的记录。
2、我认为投资最不需要的就是大众的认同，如果没点独立的想法，没点看上去有点固执的坚持，根本就别想继续在这个投资市场生存下去，大家也没必要... more
| Publishes | Twice weekly | Episodes | 532 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | InvestingBusinessManagement |
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在本期节目中，我们探讨了白银市场的供需现状及其投资逻辑。白银价格在过去一年内暴涨超过40%，但其背后隐藏着复杂的市场特性和认知误区。投资者常常将白银视为黄金的影子资产，然而实际情况却远比表面复杂。我们分析了白银的工业属性对价格波动的影响，以及技术替代对需求的潜在威胁。节目还提及了巴菲特在白银市场的成功套利案例，揭示了白银投资所需的深度理解和信息把握能力，提醒普通投资者理性看待白银的投资价值。00:02:06:白银：被忽视的影子资产？剖析白银与黄金的价格驱动、市场结构和投资逻辑差异00:04:09... more
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