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
今年苹果树
2024-11-05 08:25:26Thank you for the clear explanation. ZAN !