《葛八的長期投資：「複利機器百倍股」》作者: 葛八 https://www.valuecompounder.com/author/taifoongme-com/ 筆名：「葛巴蒙」，大家都叫我「葛八」！ Wed, 03 Jun 2026 08:26:09 +0000 zh-TW hourly 1 https://wordpress.org/?v=7.0 https://www.valuecompounder.com/wp-content/uploads/2025/08/cropped-logo-e1754961142806.jpeg 《葛八的長期投資：「複利機器百倍股」》作者: 葛八 https://www.valuecompounder.com/author/taifoongme-com/ 32 32 百倍股投資人：Koos Bekker https://www.valuecompounder.com/%e7%99%be%e5%80%8d%e8%82%a1%e6%8a%95%e8%b3%87%e4%ba%ba%ef%bc%9akoos-bekker/ https://www.valuecompounder.com/%e7%99%be%e5%80%8d%e8%82%a1%e6%8a%95%e8%b3%87%e4%ba%ba%ef%bc%9akoos-bekker/#respond Sat, 30 May 2026 10:22:46 +0000 https://www.valuecompounder.com/?p=5514 這是一個被傳頌許久的神話故事，早期媒體就有許多的報導1。 真…

〈百倍股投資人：Koos Bekker〉這篇文章最早發佈於《葛八的長期投資：「複利機器百倍股」》。

]]> https://www.valuecompounder.com/%e7%99%be%e5%80%8d%e8%82%a1%e6%8a%95%e8%b3%87%e4%ba%ba%ef%bc%9akoos-bekker/feed/ 0 Margin of safety 安全邊際 https://www.valuecompounder.com/margin-of-safety-%e5%ae%89%e5%85%a8%e9%82%8a%e9%9a%9b/ https://www.valuecompounder.com/margin-of-safety-%e5%ae%89%e5%85%a8%e9%82%8a%e9%9a%9b/#respond Tue, 28 Apr 2026 12:47:14 +0000 https://www.valuecompounder.com/?p=5452 有關估值技術的文章中，葛八介紹了用來估內在價值的啟動數據是 …

〈Margin of safety 安全邊際〉這篇文章最早發佈於《葛八的長期投資：「複利機器百倍股」》。

]]> https://www.valuecompounder.com/margin-of-safety-%e5%ae%89%e5%85%a8%e9%82%8a%e9%9a%9b/feed/ 0 Growth Trap 成長股陷阱 https://www.valuecompounder.com/growth-trap-%e6%88%90%e9%95%b7%e8%82%a1%e9%99%b7%e9%98%b1/ https://www.valuecompounder.com/growth-trap-%e6%88%90%e9%95%b7%e8%82%a1%e9%99%b7%e9%98%b1/#respond Mon, 06 Apr 2026 12:04:29 +0000 https://www.valuecompounder.com/?p=5377 （本文中的 「growth trap 成長股陷阱」等同「qu…

〈Growth Trap 成長股陷阱〉這篇文章最早發佈於《葛八的長期投資：「複利機器百倍股」》。

]]> https://www.valuecompounder.com/growth-trap-%e6%88%90%e9%95%b7%e8%82%a1%e9%99%b7%e9%98%b1/feed/ 0 投資人看競爭優勢 https://www.valuecompounder.com/%e6%8a%95%e8%b3%87%e4%ba%ba%e7%9c%8b%e7%ab%b6%e7%88%ad%e5%84%aa%e5%8b%a2/ https://www.valuecompounder.com/%e6%8a%95%e8%b3%87%e4%ba%ba%e7%9c%8b%e7%ab%b6%e7%88%ad%e5%84%aa%e5%8b%a2/#respond Wed, 17 Dec 2025 05:25:36 +0000 https://www.valuecompounder.com/?p=4996 波特的五力分析，大家都耳熟能詳。身為一個經營者，為求公司的生…

〈投資人看競爭優勢〉這篇文章最早發佈於《葛八的長期投資：「複利機器百倍股」》。

]]> https://www.valuecompounder.com/%e6%8a%95%e8%b3%87%e4%ba%ba%e7%9c%8b%e7%ab%b6%e7%88%ad%e5%84%aa%e5%8b%a2/feed/ 0 5871 中租- KY https://www.valuecompounder.com/5871-%e4%b8%ad%e7%a7%9f-ky/ https://www.valuecompounder.com/5871-%e4%b8%ad%e7%a7%9f-ky/#respond Sat, 06 Dec 2025 03:43:49 +0000 https://www.valuecompounder.com/?p=4957 寫這篇文章算是葛八給自己的一個交代，目前的 5871 中租-…

〈5871 中租- KY〉這篇文章最早發佈於《葛八的長期投資：「複利機器百倍股」》。

]]> https://www.valuecompounder.com/5871-%e4%b8%ad%e7%a7%9f-ky/feed/ 0 BUR Burford Capital https://www.valuecompounder.com/bur-burford-capital/ https://www.valuecompounder.com/bur-burford-capital/#comments Fri, 07 Nov 2025 13:29:44 +0000 https://www.valuecompounder.com/?p=2574 會研究 BUR 這家少見的「訴訟融資」投資公司是因為「金融服…

〈BUR Burford Capital〉這篇文章最早發佈於《葛八的長期投資：「複利機器百倍股」》。

]]> https://www.valuecompounder.com/bur-burford-capital/feed/ 3 The Mathematics of Returns 報酬方程式 https://www.valuecompounder.com/the-mathematics-of-returns-%e5%a0%b1%e9%85%ac%e6%96%b9%e7%a8%8b%e5%bc%8f/ https://www.valuecompounder.com/the-mathematics-of-returns-%e5%a0%b1%e9%85%ac%e6%96%b9%e7%a8%8b%e5%bc%8f/#respond Sat, 27 Sep 2025 09:23:55 +0000 https://www.valuecompounder.com/?p=4739 本篇文章的中文標題應該是：「估計長期投資年複合報酬率的數學方…

〈The Mathematics of Returns 報酬方程式〉這篇文章最早發佈於《葛八的長期投資：「複利機器百倍股」》。

]]> https://www.valuecompounder.com/the-mathematics-of-returns-%e5%a0%b1%e9%85%ac%e6%96%b9%e7%a8%8b%e5%bc%8f/feed/ 0 Discount rate 折現率 https://www.valuecompounder.com/discount-rate-%e6%8a%98%e7%8f%be%e7%8e%87/ https://www.valuecompounder.com/discount-rate-%e6%8a%98%e7%8f%be%e7%8e%87/#respond Sun, 10 Aug 2025 13:47:11 +0000 https://www.valuecompounder.com/?p=4599 Federal Funds Effective Rate 聯邦資金有效利率

〈Discount rate 折現率〉這篇文章最早發佈於《葛八的長期投資：「複利機器百倍股」》。

]]> https://www.valuecompounder.com/discount-rate-%e6%8a%98%e7%8f%be%e7%8e%87/feed/ 0 Media economics 媒體經濟學，Valuation math 估值算術 https://www.valuecompounder.com/media-economics-%e5%aa%92%e9%ab%94%e7%b6%93%e6%bf%9f%e5%ad%b8%ef%bc%8cvaluation-math-%e4%bc%b0%e5%80%bc%e7%ae%97%e8%a1%93/ https://www.valuecompounder.com/media-economics-%e5%aa%92%e9%ab%94%e7%b6%93%e6%bf%9f%e5%ad%b8%ef%bc%8cvaluation-math-%e4%bc%b0%e5%80%bc%e7%ae%97%e8%a1%93/#respond Sun, 03 Aug 2025 00:26:27 +0000 https://www.valuecompounder.com/?p=4493 上一篇文章，葛八簡單、粗暴的提供給你們有關 Warren B…

〈Media economics 媒體經濟學，Valuation math 估值算術〉這篇文章最早發佈於《葛八的長期投資：「複利機器百倍股」》。

]]> https://www.valuecompounder.com/media-economics-%e5%aa%92%e9%ab%94%e7%b6%93%e6%bf%9f%e5%ad%b8%ef%bc%8cvaluation-math-%e4%bc%b0%e5%80%bc%e7%ae%97%e8%a1%93/feed/ 0 內在價值，簡單式 https://www.valuecompounder.com/%e5%85%a7%e5%9c%a8%e5%83%b9%e5%80%bc%ef%bc%8c%e7%b0%a1%e5%96%ae%e5%bc%8f/ https://www.valuecompounder.com/%e5%85%a7%e5%9c%a8%e5%83%b9%e5%80%bc%ef%bc%8c%e7%b0%a1%e5%96%ae%e5%bc%8f/#respond Wed, 30 Jul 2025 12:32:47 +0000 https://www.valuecompounder.com/?p=4446 Charlie Munger 非常喜歡引述 Einstein…

〈內在價值，簡單式〉這篇文章最早發佈於《葛八的長期投資：「複利機器百倍股」》。

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