看公司要看3個方麵

1: 餅有多大，明年後年比現在的大多少 --- Market size, revenue opportunity, and growth potential

2: 有幾家公司在賣餅，客戶願不願意開著車1小時來買你的餅 -- This is about having sustained competitive advantage you mentioned

3: 誰是這家公司的大廚？ --- Do you believe in the leader of the company.

關於NVDA， 1-3年內，#1 is the only thing I would watch for to make my investment decision.

Beyond 3 years, #2 could become an issue

On #3, for as long as Jense is CEO, I have no concern

所有跟帖： 

• 我認為1不是問題，哈哈，可能過分樂觀 -BrightLine- ♂ (0 bytes) () 02/01/2025 postreply 15:32:25

• Let me say this again -三心三意- ♂ (543 bytes) () 02/01/2025 postreply 15:38:48

• Good points -BrightLine- ♂ (0 bytes) () 02/01/2025 postreply 15:45:43

• JHUANG的一個采訪也提到同樣觀點，看得出他也在不斷收購 -NewLeaf2021- ♀ (0 bytes) () 02/02/2025 postreply 05:20:38

• 餅有多大- 有幾家公司在賣餅 - 誰是大廚 -Zaplet- ♀ (81 bytes) () 02/01/2025 postreply 16:08:19

• 圖沒傳上來啊：） -三心三意- ♂ (0 bytes) () 02/01/2025 postreply 16:12:27

• 比如說狗狗，劈柴這個大廚把一盤好菜硬是給燒焦了：） -三心三意- ♂ (0 bytes) () 02/01/2025 postreply 16:14:07

• 又傳了一次，看得見嗎？請問為什麽狗狗還不換大廚，是因為還沒找到合適的嗎？ -Zaplet- ♀ (0 bytes) () 02/01/2025 postreply 18:20:00

• 我不投非技術出身的CEO掌管的大科技公司 -NewLeaf2021- ♀ (139 bytes) () 02/02/2025 postreply 05:38:41

• Market size， MOAT & Dominance， Leadership strength -NewLeaf2021- ♀ (39 bytes) () 02/02/2025 postreply 05:17:27