葛八的長期投資：「複利機器百倍股」 https://www.valuecompounder.com/ 筆名：「葛巴蒙」，大家都叫我「葛八」！ Thu, 30 Apr 2026 12:33:51 +0000 zh-TW hourly 1 https://wordpress.org/?v=6.9.4 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」 https://www.valuecompounder.com/ 32 32 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 Long-Term Investing: A Positive-Sum Game https://www.valuecompounder.com/positive-sum-game/ https://www.valuecompounder.com/positive-sum-game/#respond Fri, 09 Jan 2026 05:38:49 +0000 https://www.valuecompounder.com/?p=5116 American investor and business…

〈Long-Term Investing: A Positive-Sum Game〉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/positive-sum-game/feed/ 0 An Investment Reality Check https://www.valuecompounder.com/investment-reality-check/ https://www.valuecompounder.com/investment-reality-check/#respond Wed, 07 Jan 2026 07:43:05 +0000 https://www.valuecompounder.com/?p=5077 I hope this is the very first …

〈An Investment Reality Check〉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/investment-reality-check/feed/ 0 The Simplest “Compounding Machine” https://www.valuecompounder.com/the-simplest-compounding-machine/ https://www.valuecompounder.com/the-simplest-compounding-machine/#respond Sat, 20 Dec 2025 05:20:40 +0000 https://www.valuecompounder.com/?p=5011 This is not a difficult concep…

〈The Simplest “Compounding Machine”〉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-simplest-compounding-machine/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 Financial Statements: Should all Numbers be Trusted? https://www.valuecompounder.com/the-reality-behind-financial-statements-how-to-read-the-numbers-without-being-misled/ https://www.valuecompounder.com/the-reality-behind-financial-statements-how-to-read-the-numbers-without-being-misled/#respond Wed, 10 Dec 2025 11:31:22 +0000 https://www.valuecompounder.com/?p=5069 When we look at financial stat…

〈Financial Statements: Should all Numbers be Trusted?〉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-reality-behind-financial-statements-how-to-read-the-numbers-without-being-misled/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