📈罗宾汉（HOOD）商业模式，价值，增长，及风险分析
本期节目深入探討了席勒本益比（Shiller PE ratio），這是一個用於評估股市長期估值的關鍵指標，由諾貝爾獎得主羅伯特·席勒推廣。它首先解釋了該比率的起源、計算方法及其主要優勢，特別是其透過平均十年通膨調整後的收益來平滑短期市場波動的能力。資料隨後提供了席勒本益比在預測歷史市場崩盤，如1929年大蕭條和網路泡沫破裂前的驚人記錄。儘管其預測能力得到證實，資料也批判性地檢視了現代經濟變化，包括會計準則的演變、股票回購的影響、科技公司在市場中的主導地位以及長期低利率環境，這些因素可能導致當前的高估值。最後，它提出席勒本益比並非市場擇時工具，而是協助投資者設定實際預期、管理風險並指導戰略資產配置的有用工具，尤其是在全球市場背景下進行地域多元化。
Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing from the episode description! ❤️To support us and bring a Buffett Indicator App alive: https://www.gofundme.com/f/turning-buffetts-wisdom-into-a-daily-tool-for-investors 🎗️
📚 Value Investing Books Recommendation
————————————————————————
Warren Buffett
The Snowball: Warren Buffett and the Business of Life
Kindle: https://amzn.to/3FVasqy
Hardcover: https://amzn.to/3HIfeZ2
Paperback: https://amzn.to/4kBjUOZ
Warren Buffett and the Interpretation of Financial Statements (by Marry Buffett)
Kindle: https://amzn.to/43Vr5dD
Hardcover: https://amzn.to/4n6yNus
Paperback: https://amzn.to/45XBBDL
————————————————————————
Charlie Munger
Poor Charlie’s Almanack
Kindle: https://amzn.to/3Zsw9VB
Hardcover: https://amzn.to/4jMExq7
Collector's Edition: https://amzn.to/3SRgsn7
Tao of Charlie Munger
Kindle: https://amzn.to/4nk0akT
Hardcover: https://amzn.to/44eq8OR
Influence, New and Expanded: The Psychology of Persuasion
Kindle: https://amzn.to/4619DqL
Hardcover: https://amzn.to/40a8TMi
Paperback: https://amzn.to/40gtwq7
————————————————————————
Howard Marks
The Most Important Thing (Uncommon Sense for the Thoughtful Investor)
Kindle: https://amzn.to/3Tqb4Yg
Hardcover: https://amzn.to/3SRyy8A
Paperback: https://amzn.to/45ohdM0
Mastering The Market Cycle: Getting the Odds on Your Side
Kindle: https://amzn.to/3HXPmby
Hardcover: https://amzn.to/45X6AQq
Paperback: https://amzn.to/44oPGYP
————————————————————————
Money Philosophies
The Psychology of Money: Timeless lessons on wealth, greed, and happiness
Kindle: https://amzn.to/3FDbO9u
Hardcover: https://amzn.to/4kL3TGi
Paperback: https://amzn.to/44fpkcC
Limited Gift Version: https://amzn.to/4jYomGp
Same as Ever: A Guide to What Never Changes
Kindle: https://amzn.to/3HXBJcp
Hardcover: https://amzn.to/4l7vPno
Paperback: https://amzn.to/4k2ZHRe
The Almanack of Naval Ravikant: A Guide to Wealth and Happiness
Kindle: https://amzn.to/4lx2a7F
Hardcover: https://amzn.to/4kGX5tf
Paperback: https://amzn.to/3ZEMXsC
————————————————————————
Classic Principles
The Intelligent Investor
Kindle: https://amzn.to/45T9OEv
Hardcover: https://amzn.to/4l4f7W3
Paperback: https://amzn.to/43ZNyXb
Security Analysis, Seventh Edition: Principles and Techniques
Kindle: https://amzn.to/442yKak
Hardcover: https://amzn.to/3TmEEhg
Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor
Collector Edition: https://amzn.to/4lrgWNd
————————————————————————
Youtube: https://www.youtube.com/@TheDeepValue
Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697
Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q
📚 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/401aeVG
Youtube: https://www.youtube.com/@TheDeepValue
Apple Podcasts: https://podcasts.apple.com/us/podcast/深度价值投资/id1813017485
Spotify: https://open.spotify.com/show/4pkWVzv9g4msNzlYLUhnm5?si=hRZQw_O8TdOi-dRcrvNvlA
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！
Видео 📈罗宾汉（HOOD）商业模式，价值，增长，及风险分析 канала Deep Value Investing
Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing from the episode description! ❤️To support us and bring a Buffett Indicator App alive: https://www.gofundme.com/f/turning-buffetts-wisdom-into-a-daily-tool-for-investors 🎗️
📚 Value Investing Books Recommendation
————————————————————————
Warren Buffett
The Snowball: Warren Buffett and the Business of Life
Kindle: https://amzn.to/3FVasqy
Hardcover: https://amzn.to/3HIfeZ2
Paperback: https://amzn.to/4kBjUOZ
Warren Buffett and the Interpretation of Financial Statements (by Marry Buffett)
Kindle: https://amzn.to/43Vr5dD
Hardcover: https://amzn.to/4n6yNus
Paperback: https://amzn.to/45XBBDL
————————————————————————
Charlie Munger
Poor Charlie’s Almanack
Kindle: https://amzn.to/3Zsw9VB
Hardcover: https://amzn.to/4jMExq7
Collector's Edition: https://amzn.to/3SRgsn7
Tao of Charlie Munger
Kindle: https://amzn.to/4nk0akT
Hardcover: https://amzn.to/44eq8OR
Influence, New and Expanded: The Psychology of Persuasion
Kindle: https://amzn.to/4619DqL
Hardcover: https://amzn.to/40a8TMi
Paperback: https://amzn.to/40gtwq7
————————————————————————
Howard Marks
The Most Important Thing (Uncommon Sense for the Thoughtful Investor)
Kindle: https://amzn.to/3Tqb4Yg
Hardcover: https://amzn.to/3SRyy8A
Paperback: https://amzn.to/45ohdM0
Mastering The Market Cycle: Getting the Odds on Your Side
Kindle: https://amzn.to/3HXPmby
Hardcover: https://amzn.to/45X6AQq
Paperback: https://amzn.to/44oPGYP
————————————————————————
Money Philosophies
The Psychology of Money: Timeless lessons on wealth, greed, and happiness
Kindle: https://amzn.to/3FDbO9u
Hardcover: https://amzn.to/4kL3TGi
Paperback: https://amzn.to/44fpkcC
Limited Gift Version: https://amzn.to/4jYomGp
Same as Ever: A Guide to What Never Changes
Kindle: https://amzn.to/3HXBJcp
Hardcover: https://amzn.to/4l7vPno
Paperback: https://amzn.to/4k2ZHRe
The Almanack of Naval Ravikant: A Guide to Wealth and Happiness
Kindle: https://amzn.to/4lx2a7F
Hardcover: https://amzn.to/4kGX5tf
Paperback: https://amzn.to/3ZEMXsC
————————————————————————
Classic Principles
The Intelligent Investor
Kindle: https://amzn.to/45T9OEv
Hardcover: https://amzn.to/4l4f7W3
Paperback: https://amzn.to/43ZNyXb
Security Analysis, Seventh Edition: Principles and Techniques
Kindle: https://amzn.to/442yKak
Hardcover: https://amzn.to/3TmEEhg
Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor
Collector Edition: https://amzn.to/4lrgWNd
————————————————————————
Youtube: https://www.youtube.com/@TheDeepValue
Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697
Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q
📚 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/401aeVG
Youtube: https://www.youtube.com/@TheDeepValue
Apple Podcasts: https://podcasts.apple.com/us/podcast/深度价值投资/id1813017485
Spotify: https://open.spotify.com/show/4pkWVzv9g4msNzlYLUhnm5?si=hRZQw_O8TdOi-dRcrvNvlA
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！
Видео 📈罗宾汉（HOOD）商业模式，价值，增长，及风险分析 канала Deep Value Investing
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