20% position accounts for 80% gains. commom

来源: cfbingbuzy001 2024-03-07 20:24:25 [] [博客] [旧帖] [给我悄悄话] 本文已被阅读: 次 (206 bytes)
回答: QCOM那段时间我南风172024-03-07 19:57:06

for individual stock picking

"不赚钱的公司没有买:"

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

所有跟帖: 

往后看都是20/20,那时的说法是要用新的估价模式,以前的valuation model 不适于.com -dogmom2019- 给 dogmom2019 发送悄悄话 (0 bytes) () 03/07/2024 postreply 21:07:36

nobody even talked about how value would be created out -cfbingbuzy001- 给 cfbingbuzy001 发送悄悄话 cfbingbuzy001 的博客首页 (365 bytes) () 03/07/2024 postreply 21:24:04

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