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

来源: 2024-11-05 08:09:46 [旧帖] [给我悄悄话] 本文已被阅读:

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