EP134｜今天來「蒸餾」外資買方分析師 Vincent（余鎮文）

Vincent, a seasoned investment analyst and educator, discusses his new course on investment strategies and decision-making frameworks. He emphasizes the importance of understanding core concepts such as economics, duration, and governance in evaluating businesses and making informed investment choices. Vincent believes that mastering these frameworks can help individuals not only in investing but also in broader life decisions, such as career choices and financial planning.

The conversation highlights the significance of developing a personal methodology for analyzing investments, which involves asking the right questions and validating assumptions through research. Vincent encourages listeners to cultivate curiosity about different industries and to seek out knowledge that can be applied practically. He stresses that while theoretical knowledge is essential, real understanding comes from applying these concepts in real-world scenarios.

Vincent's approach combines rigorous analysis with an appreciation for the nuances of market behavior, suggesting that successful investing requires both a solid foundation in fundamental analysis and an ability to adapt to changing circumstances. Ultimately, he aims to equip learners with the tools to navigate the complexities of investment and life decisions, fostering a mindset that values continuous learning and adaptation.

這集「不是」業配。

第三度邀請 Vincent，這次聊他為什麼要把近 20 年買方研究經驗整理成《商業解碼：創造你的認知 Alpha》這門線上課程。

即日起至 12 月 13 日，限時不到 42 折；結帳時輸入折扣碼【mannyvip】，可再折抵 500 元：

● 看懂企業價值：拆解商業模式、資本報酬與競爭優勢，判斷一家公司靠什麼賺錢 ● 讀懂市場預期：分析股價已反映多少成長期待，評估投資機會與風險 ● 購課加贈 1 場 Live 案例直播：Vincent 從找資料開始，完整拆解一家上市公司

👉 《商業解碼：創造你的認知 Alpha》課程介紹：https://hi.sat.cool/GIkpt

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(00:00) 從 20 年買方研究到開課：先有骨架，再長肌肉 (14:28) Economics、Duration、Governance：看懂一門生意的三個角度 (22:57) 會計科目不等於經濟活動：怎麼判斷一家公司賺得好不好 (46:56) 好公司不等於好投資：讀懂市場預期為什麼最難 (54:30) 資源有限，就要算複利：把投資框架用在人生決策 (01:06:02) 穩定賺十年，還是一波賺一億？

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