我過去也談到過這個，我有3個First Principal 幫助我過濾

來源: 三心三意 於 2024-11-09 09:18:14 [] [舊帖] [給我悄悄話] 閱讀數 : (618 bytes)
回答: 這個靠眼力了 由 桃花源裏人家 於 2024-11-09 08:52:16

1: It needs to be the clear and undisputed market leader in its space

2: It must has a visionary and bold CEO  (很多時後大家不屑畫大餅的CEO，我要說的是，一家公司如果連餅都畫的不大，那這家公司也肯定做不了多大）

3: Its revenue and earning growth must have potential to exceed the current valuation.

A company must first meet at minimal 2 of 3 criteria, and a line of sight to meet all 3 within 12 months, to even being considered.

當然更重要的是選擇 正確的sector，這就要因人而異了。

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