经典价投体系的所有内容我都认可,但不太强调成长性,这点我觉得要补充,可能这个理论的发源地美国一直处在增长状态而低估了成长性的重要性,护城河深不等于有成长空间。没有成长空间则投资收益有限。
From X

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