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I dont know, dont like its CEO, so ....

三心三意 2024-11-05 08:09:46 ( reads)

For the long term portfolio I hold, I consider 3 key principals

1: Clear and undisputed market leader in its space

2: Visionary leader ( 很多人不喜欢画大饼的CEO,但我想说的是,如果连饼都画不大,那这家公司也不可能做大)

3: Earning and revenue growth greater than its valuation

For Google, it has check mark only on #3, but does not meet my standarad on #1 and #2

 

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今年苹果树

2024-11-05 08:25:26

Thank you for the clear explanation. ZAN !

HBW

2024-11-05 08:57:55

在CHATGPT出来前几个月,一位GOOGLE的工程师说感觉到AI有灵魂。结果他被停职。当时的第一反应就是