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

來源: 三心三意 於 2024-11-05 08:09:46 [] [舊帖] [給我悄悄話] 閱讀數 : (468 bytes)

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

1: Clear and undisputed market leader in its space

2: Visionary leader ( 很多人不喜歡畫大餅的CEO，但我想說的是，如果連餅都畫不大，那這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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