为什么比尔·米勒能够拿住亚马逊26年?一场深度对话还原很多精彩细节

IN咖
Sep 07, 2025

最近听了一场两个多小时的访谈,主持人是投资作家威廉·格林(William Green),嘉宾是《巴菲特之道》作者罗伯特·哈格斯特罗姆(Robert Hagstrom)。两位都是投资写作领域的老面孔,分别从不同角度研究过世界上最成功的投资者。而这次他们的谈论主题,是比尔·米勒。对的,就是那个曾经管理美盛价值基金,连续15年年年打败标普500的比尔·米勒。他对亚马逊26年超长期持有的案例,过程的跌宕和...

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