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兔年行大运
2021-02-24
这篇文章不错,转发给大家看
@节点财经:爱豆级基金经理张坤:“不想持有十年以上,就不要持有一分钟”
兔年行大运
2021-02-24
这篇文章不错,转发给大家看
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兔年行大运
2021-02-17
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UNIVERSE(EUBG)$赶紧买,错过机会将不会重来","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":31,"commentSize":36,"repostSize":6,"link":"https://laohu8.com/post/385993662","isVote":1,"tweetType":1,"viewCount":19178,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576789802134592","authorId":"3576789802134592","name":"QUU","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3576789802134592","authorIdStr":"3576789802134592"},"content":"哪位老师会操作的请教教我们啊!谢谢","text":"哪位老师会操作的请教教我们啊!谢谢","html":"哪位老师会操作的请教教我们啊!谢谢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363139336,"gmtCreate":1614098839925,"gmtModify":1614098839925,"author":{"id":"3575939907285973","authorId":"3575939907285973","name":"兔年行大运","avatar":"https://static.tigerbbs.com/7170bb705936b20bd0805a51b194d40c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575939907285973","authorIdStr":"3575939907285973"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363139336","repostId":"387308241","repostType":1,"repost":{"id":387308241,"gmtCreate":1613717210383,"gmtModify":1613717210383,"author":{"id":"3539674289973208","authorId":"3539674289973208","name":"节点财经","avatar":"https://static.tigerbbs.com/8bc4a2c77823eb34200081e30d39a4d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3539674289973208","authorIdStr":"3539674289973208"},"themes":[],"title":"爱豆级基金经理张坤:“不想持有十年以上,就不要持有一分钟”","htmlText":"文 / 阿富出品 / 节点财富“千亿顶流坤坤子!”2020年末,易方达张坤以超过千亿的规模成为了权益类基金中,在管规模最大的基金经理。随着基民低龄化,饭圈词汇开始冲入基金语汇中,基金经理张坤,也成了基民的“坤坤子”,不愧“千亿顶流”的称号,甚至拥有了全球后援会,一口一个“坤坤”。然鹅,“坤坤子”成为千亿顶流,靠的不是唱跳打篮球和RAP,而是实打实的一年又一年稳定居于同类前列的收益率。怎样的投资逻辑,支撑起了爱豆级基金经理张坤?“不想持有十年以上,就不要持有一分钟”爱豆往往也有自己的爱豆,张坤的爱豆是巴菲特。芒格和巴菲特之间,张坤也透露更喜欢巴菲特。“芒格是博学家,但是巴菲特这80年就做了一件事,他没有做别的事情,他对生意的理解更深入一些。”在此前接受媒体采访时张坤透露过,他信奉价值投资——用巴菲特的话说,就是 “买入优秀的企业,分享企业经营的成果。”坚持自下而上选择成长确定性强的公司,在有较强估值保护的情况下买入,低换手率,集中持股。根据历史持股数据看,张坤确实是大盘成长的风格,偏好大市值、具有动量效应的、低换手、高估值、高成长的股票。数据显示,张坤的换手明显低于行业平均,如2017年和2016年换手率分别为0.66和0.79,同期行业中位数分别为2.15和2.47。2013年就攥在手里,2021年都没放手的贵州茅台就是最突出的例子。而这样的套路下,选股就非常重要。选公司方面,张坤的标准是“不想持有十年以上,就不要持有一分钟”,另外,“一个事情发生,如果三年后回头看它不重要,那它在这个时间也不重要。”张坤初选的第一步是看财务指标,要求公司在较长时间内,比如过去5至10年,平均ROIC不低于10%且没有大幅波动。接下来,张坤则是剔除高杠杆的公司,比如有息负债率过高、或有频繁股权融资的历史。不喜欢商业模式上有大量负债的重资产类公司,喜欢那些依靠自身诚实经营积累现金流成长起来的、","listText":"文 / 阿富出品 / 节点财富“千亿顶流坤坤子!”2020年末,易方达张坤以超过千亿的规模成为了权益类基金中,在管规模最大的基金经理。随着基民低龄化,饭圈词汇开始冲入基金语汇中,基金经理张坤,也成了基民的“坤坤子”,不愧“千亿顶流”的称号,甚至拥有了全球后援会,一口一个“坤坤”。然鹅,“坤坤子”成为千亿顶流,靠的不是唱跳打篮球和RAP,而是实打实的一年又一年稳定居于同类前列的收益率。怎样的投资逻辑,支撑起了爱豆级基金经理张坤?“不想持有十年以上,就不要持有一分钟”爱豆往往也有自己的爱豆,张坤的爱豆是巴菲特。芒格和巴菲特之间,张坤也透露更喜欢巴菲特。“芒格是博学家,但是巴菲特这80年就做了一件事,他没有做别的事情,他对生意的理解更深入一些。”在此前接受媒体采访时张坤透露过,他信奉价值投资——用巴菲特的话说,就是 “买入优秀的企业,分享企业经营的成果。”坚持自下而上选择成长确定性强的公司,在有较强估值保护的情况下买入,低换手率,集中持股。根据历史持股数据看,张坤确实是大盘成长的风格,偏好大市值、具有动量效应的、低换手、高估值、高成长的股票。数据显示,张坤的换手明显低于行业平均,如2017年和2016年换手率分别为0.66和0.79,同期行业中位数分别为2.15和2.47。2013年就攥在手里,2021年都没放手的贵州茅台就是最突出的例子。而这样的套路下,选股就非常重要。选公司方面,张坤的标准是“不想持有十年以上,就不要持有一分钟”,另外,“一个事情发生,如果三年后回头看它不重要,那它在这个时间也不重要。”张坤初选的第一步是看财务指标,要求公司在较长时间内,比如过去5至10年,平均ROIC不低于10%且没有大幅波动。接下来,张坤则是剔除高杠杆的公司,比如有息负债率过高、或有频繁股权融资的历史。不喜欢商业模式上有大量负债的重资产类公司,喜欢那些依靠自身诚实经营积累现金流成长起来的、","text":"文 / 阿富出品 / 节点财富“千亿顶流坤坤子!”2020年末,易方达张坤以超过千亿的规模成为了权益类基金中,在管规模最大的基金经理。随着基民低龄化,饭圈词汇开始冲入基金语汇中,基金经理张坤,也成了基民的“坤坤子”,不愧“千亿顶流”的称号,甚至拥有了全球后援会,一口一个“坤坤”。然鹅,“坤坤子”成为千亿顶流,靠的不是唱跳打篮球和RAP,而是实打实的一年又一年稳定居于同类前列的收益率。怎样的投资逻辑,支撑起了爱豆级基金经理张坤?“不想持有十年以上,就不要持有一分钟”爱豆往往也有自己的爱豆,张坤的爱豆是巴菲特。芒格和巴菲特之间,张坤也透露更喜欢巴菲特。“芒格是博学家,但是巴菲特这80年就做了一件事,他没有做别的事情,他对生意的理解更深入一些。”在此前接受媒体采访时张坤透露过,他信奉价值投资——用巴菲特的话说,就是 “买入优秀的企业,分享企业经营的成果。”坚持自下而上选择成长确定性强的公司,在有较强估值保护的情况下买入,低换手率,集中持股。根据历史持股数据看,张坤确实是大盘成长的风格,偏好大市值、具有动量效应的、低换手、高估值、高成长的股票。数据显示,张坤的换手明显低于行业平均,如2017年和2016年换手率分别为0.66和0.79,同期行业中位数分别为2.15和2.47。2013年就攥在手里,2021年都没放手的贵州茅台就是最突出的例子。而这样的套路下,选股就非常重要。选公司方面,张坤的标准是“不想持有十年以上,就不要持有一分钟”,另外,“一个事情发生,如果三年后回头看它不重要,那它在这个时间也不重要。”张坤初选的第一步是看财务指标,要求公司在较长时间内,比如过去5至10年,平均ROIC不低于10%且没有大幅波动。接下来,张坤则是剔除高杠杆的公司,比如有息负债率过高、或有频繁股权融资的历史。不喜欢商业模式上有大量负债的重资产类公司,喜欢那些依靠自身诚实经营积累现金流成长起来的、","images":[{"img":"https://static.tigerbbs.com/c460477ca0ec5268a0d42dedd5f4c6c7"},{"img":"https://static.tigerbbs.com/2d987458842353c5f5ecce906cf3cb98"},{"img":"https://static.tigerbbs.com/58b8d31f6b07dfaf4822322fe6179d9d"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387308241","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363197840,"gmtCreate":1614098664180,"gmtModify":1614098664180,"author":{"id":"3575939907285973","authorId":"3575939907285973","name":"兔年行大运","avatar":"https://static.tigerbbs.com/7170bb705936b20bd0805a51b194d40c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575939907285973","authorIdStr":"3575939907285973"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363197840","repostId":"369503223","repostType":1,"isVote":1,"tweetType":1,"viewCount":748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}