很多朋友比较关注短期价格波动,实际每一个价值投资体系里,价值的判定标准取决于价格和赔率是否错配
好项目、好价格、好时机 其实是三件事,并没有觉得 #okb  有什么举世壁垒或创新,只不过是市场定价实在错配的离谱
From X
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