Core Viewpoint - The essence of value investing is misunderstood; it revolves around the concept of "floating capital," utilizing dividends from quality companies for capital allocation, which can be used for both investment and speculation [2] Group 1 - The goal of achieving dividend freedom equates to investment freedom, determined by the number of shares held and the purchase price [2] - The strategy emphasizes being a net buyer until the target number of shares is reached, with a focus on acquiring shares at lower prices [2] - Price fluctuations are deemed irrelevant as long as the company's fundamentals remain intact; the significance of price is only at the time of purchase [2] Group 2 - The investment approach advocates for a diversified portfolio rather than focusing on individual stocks, with a preference for a balanced allocation among three key assets: "old wine cellar," "business hall," and "hydropower station" [3] - The strategy allows for temporary concentration in a single asset if significant opportunities arise before achieving overall investment goals [3] - The investment philosophy stresses the importance of understanding the essence of investments and the long-term journey towards wealth freedom [3] Group 3 - The "Snowball Three-Point Method" promotes long-term investment and asset allocation through diversification across assets, markets, and timing to achieve diversified investment returns and risk mitigation [4]
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雪球·2026-02-13 08:07