最近看百年投资巨头柏基(Baillie Gifford)史上最传奇基金经理詹姆斯·安德森(James Anderson)在2022年退休前的一场深度访谈,听他讲亚马逊,并强烈安利了杰夫·贝佐斯1997年的一封股东信。安德森说,“伟大的公司各有各的独特,平庸的公司却都差不多。你把这些例子串起来看,会发现它们的确都很独特,成功的路径也完全不同。所以对我自己而言,拿亚马逊做例子,与其说我们看得早,不如问...
Source Link最近看百年投资巨头柏基(Baillie Gifford)史上最传奇基金经理詹姆斯·安德森(James Anderson)在2022年退休前的一场深度访谈,听他讲亚马逊,并强烈安利了杰夫·贝佐斯1997年的一封股东信。安德森说,“伟大的公司各有各的独特,平庸的公司却都差不多。你把这些例子串起来看,会发现它们的确都很独特,成功的路径也完全不同。所以对我自己而言,拿亚马逊做例子,与其说我们看得早,不如问...
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