2.1.1微观分析Lu Rong12/29/2024 微观分析，微观分析，就是只看企业，正向思考，只看企业 这里需要增加一段描述，用来描述相关的信息 Course Information Course Instructor Lu Rong Author 2.1.1.2模糊的正确胜过精确的错误 像农民一样投资 0 You must enroll in this course to access course content. 2.1.1.3估值方法 估值的主要方法 0 You must enroll in this course to access course content. 漫谈市盈率1：定义，意义和假设 0 You must enroll in this course to access course content. 漫谈市盈率2：高市盈率的理解 0 You must enroll in this course to access course content. 漫谈市盈率3：经营的波动性 0 You must enroll in this course to access course content. 漫谈市盈率4：企业利润的质量 0 You must enroll in this course to access course content. 漫谈市盈率5：低市盈率的陷阱和沙里淘金 0 You must enroll in this course to access course content. 漫谈市盈率6： 市场对企业未来的盈利增长的预期（收益率的另一个意义 ） 0 You must enroll in this course to access course content. 企业家是如何给企业估值的？ 0 You must enroll in this course to access course content. 估值在价值投资逻辑链中的作用 0 You must enroll in this course to access course content. 资产与盈利能力的估值关系 0 You must enroll in this course to access course content. 澄清关于估值的一些误解 0 You must enroll in this course to access course content. 我的估值秘密： 现金市盈率 0 You must enroll in this course to access course content. 估值的一个形象比喻 0 You must enroll in this course to access course content. 借奶茶店谈估值误区 0 You must enroll in this course to access course content. 2.1.1.4企业分析 企业分析的主要框架 0 You must enroll in this course to access course content. 企业的经营分析的清单之一 0 You must enroll in this course to access course content. 企业的经营分析的清单之二 0 You must enroll in this course to access course content. 企业的经营分析的清单之三 0 You must enroll in this course to access course content. 企业的经营分析的清单之四 0 You must enroll in this course to access course content. 企业的经营分析的清单之五 0 You must enroll in this course to access course content. 企业的经营分析的清单之六 0 You must enroll in this course to access course content. 浅谈企业文化之一：企业文化的重要性 0 You must enroll in this course to access course content. 浅谈企业文化之二： 企业家， 管理制度，企业文化 0 You must enroll in this course to access course content. 浅谈企业文化之三 0 You must enroll in this course to access course content. 浅谈企业文化之四： 0 You must enroll in this course to access course content. 浅谈企业文化之五： 0 You must enroll in this course to access course content. 浅谈企业文化之六： 0 You must enroll in this course to access course content. 浅谈品牌之一： 生理 0 You must enroll in this course to access course content. 浅谈品牌之二： 认知 0 You must enroll in this course to access course content. 浅谈品牌之三： 心理 0 You must enroll in this course to access course content. 漫谈护城河之一： 本质 0 You must enroll in this course to access course content. 漫谈护城河之二： 类别 0 You must enroll in this course to access course content. 漫谈护城河之三：关键 0 You must enroll in this course to access course content. 漫谈护城河之四：垄断 0 You must enroll in this course to access course content. 漫谈护城河之五：持续性 0 You must enroll in this course to access course content. 漫谈护城河之六：财务指标 0 You must enroll in this course to access course content. 漫谈护城河之七：分析误区 0 You must enroll in this course to access course content. 漫谈护城河之八：硬度 0 You must enroll in this course to access course content. 漫谈护城河之九：粘度 0 You must enroll in this course to access course content. 漫谈护城河之十：威胁的来源 0 You must enroll in this course to access course content. 2.1.1.5管理层分析 企业管理层分析：远离专断独行的老板 0 You must enroll in this course to access course content. 管理层的重要性 0 You must enroll in this course to access course content. 浅谈管理层之一： 管理层和选股 0 You must enroll in this course to access course content. 浅谈管理层之二：巴菲特对管理层的要求 0 You must enroll in this course to access course content. 浅谈管理层之三：长期管理层 0 You must enroll in this course to access course content. 浅谈管理层之四：超越金钱 0 You must enroll in this course to access course content. 浅谈管理层之五：专注 0 You must enroll in this course to access course content. 浅谈管理层之六：低调，纠错，与众不同 0 You must enroll in this course to access course content. 浅谈管理层之七： 千人千面 0 You must enroll in this course to access course content. 为什么要远离不诚实的管理层？ 0 You must enroll in this course to access course content. 2.1.1.6调研 浅谈投资中的独立调查（之一） 0 You must enroll in this course to access course content. 浅谈投资中的独立调查（之二） 0 You must enroll in this course to access course content. 2.1.1.7分红与回购 分红和回购股票，哪个好？ 0 You must enroll in this course to access course content.
