我过去也谈到过这个,我有3个First Principal 帮助我过滤

回答: 这个靠眼力了桃花源里人家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  (很多时后大家不屑画大饼的CEO,我要说的是,一家公司如果连饼都画的不大,那这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.

当然更重要的是选择 正确的sector,这就要因人而异了。

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