认知即财富：2026年，为什么我建议你重读混沌这份“上市公司创始人”课表？

Core Insights - The essence of value investing is understanding the cognitive boundaries of founders and their decision-making processes during critical moments, rather than relying solely on financial reports or stock charts [2][3] - The upcoming year 2026 is expected to present challenges, but the underlying logic of business remains constant, emphasizing the importance of founder insights in navigating uncertainty [3][12] Group 1: Investment Philosophy - Warren Buffett emphasizes that buying stocks is essentially buying a part of the company, advocating for a long-term investment mindset [2] - Charlie Munger criticizes superficial analysis, suggesting that true understanding comes from engaging with the founders and their philosophies [2] - The article highlights the importance of learning from successful founders who have survived market pressures, as their insights are invaluable [10] Group 2: Educational Framework for 2026 - A curriculum is proposed for 2026, featuring sessions led by prominent company founders, focusing on their strategic insights and experiences [4][5][7][9] - The courses aim to provide a deeper understanding of business fundamentals, emphasizing real-world applications over theoretical knowledge [10] - The design logic of the curriculum is based on verified cognition, practical logic, and the opportunity to adopt the perspectives of successful leaders [10] Group 3: Market Trends and Company Strategies - The article discusses the significance of understanding the decision-making logic of founders during critical times, which contributes to a company's competitive advantage [3] - It mentions various companies and their strategic transformations, such as Anta's strategic pivot and Bosideng's brand rejuvenation, as examples of resilience and adaptability [3] - The focus on hard technology and manufacturing reflects the evolving landscape of the A-share and Sci-Tech Innovation Board markets [4]