20% position accounts for 80% gains. commom

來源: cfbingbuzy001 2024-03-07 20:24:25 [] [博客] [舊帖] [給我悄悄話] 本文已被閱讀: 次 (206 bytes)
回答: QCOM那段時間我南風172024-03-07 19:57:06

for individual stock picking

"不賺錢的公司沒有買:"

that's the key. Bubble comes from investing in companies that cannot achieve even positive gross margin

所有跟帖: 

往後看都是20/20,那時的說法是要用新的估價模式,以前的valuation model 不適於.com -dogmom2019- 給 dogmom2019 發送悄悄話 (0 bytes) () 03/07/2024 postreply 21:07:36

nobody even talked about how value would be created out -cfbingbuzy001- 給 cfbingbuzy001 發送悄悄話 cfbingbuzy001 的博客首頁 (365 bytes) () 03/07/2024 postreply 21:24:04

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