by 冯一
欢迎来到《冯一疯投》。我是冯一，20多年创业与投资路上的实践者，曾在国际间的银行、风投、天使投资和自主创业中沉浮历练。在这个节目里，我会和你一起深入讨论投资的真知灼见，分享创业过程中的关键思维，以及全球化背景下的投资机会。 这里是一个适合企业主、创业者和投资人交流的空间。我们会聊聊投资哲学、市场变化、战略思考，也会探讨如何在全球市场中寻找更广阔的成长路径。如果你也关注深度的商业洞见，那希望《冯一疯投》能给你带来一些启发。
Language
🇨🇳
Publishing Since
10/25/2024
Email Addresses
1 available
Phone Numbers
0 available
March 30, 2025
<p>作为长期WeWork的客户，深入浅出的分析WeWork的兴衰原因。从著名案例探讨企业商业模式、管理团队、回归商业本质的的重要性。</p>
February 3, 2025
<p>本期《冯一疯投》解析了“猩猩游戏”这一投资策略，探讨其适用性及局限性。</p> <p><br></p> <p>基于1998年出版的《猩猩游戏》一书，剖析了该投资方法如何通过筛选高科技公司，在市场早期布局并长期持有，以获取最大化回报。该策略强调定性分析，寻找具备行业标准制定权、技术领先优势的企业，并采用分散投资、定投和动态调整的方法，以确保最终获胜者能带来超额回报。</p> <p><br></p> <p>然而，本期也对该方法提出了批判性思考，指出其主要适用于特定历史时期，特别是在科技泡沫兴起阶段，可能导致投资者高位入场、长期被套。此外，该策略依赖对市场趋势的精准判断，而市场时机的掌握往往极具挑战性，因此并非普适性的投资法则。</p> <p><br></p> <p><strong>核心观点</strong>：投资需警惕“风口泡沫”，避免盲目跟风科技股热潮，强调理性分析和长期价值投资。</p>
January 13, 2025
<p>本期 《冯一疯投》 聚焦“美联储降息的影响”，深入探讨这一决策对全球经济、投资市场以及个人资产配置的连锁反应。</p> <p><br /></p> <p>首先分析了美联储降息如何通过降低借贷成本、推动企业扩张和政府支出，为市场注入流动性，带动股市、房市等资产价格上涨。同时，强调降息带来的利好与美元贬值、资本外流等潜在利空交织，可能导致市场剧烈波动。</p> <p><br /></p> <p>针对具体市场，本期探讨了股市的短期波动、房市的缓慢回暖以及加密货币市场的复杂反应。节目提醒投资者，面对宏观经济政策变化，应注重微观经济分析，聚焦具体投资标的的长期价值，而非盲目追随市场情绪或投机行为。</p> <p><br /></p> <p><strong>核心观点</strong>：投资需区别于投机，坚持长期视角和稳健策略，避免对宏观经济数据的过度解读。</p>
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