做好人买好股，价值投资需要正确的价值观

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价值投资首先要有正确的价值观

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因为同样一件事在不同的人眼里完全不一样

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正常人看到诚信经营

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看到的是长期主义

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坏人看到诚信经营

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只会觉得你傻

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正常人看到坑蒙拐骗

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知道这是不可持续的生意

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坏人却会觉得这是有城府

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有手段

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有商业头脑

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所以一个人如果价值观歪了

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他对价值的理解一定会歪

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他会把善良当成愚蠢

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把诚信当成软弱

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把欺骗当成聪明

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把收割当成能力

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最后他买股票时也会犯同样的错误

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把垃圾公司的短期暴利看成护城河

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把伤害客户的商业模式看成高利润

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把不可持续的灰色收入看成核心竞争力

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这就是为什么价值投资不只是财务分析

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更是一种价值观筛选

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你相信什么样的公司应该赚钱

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你最终就会买进什么样的公司

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