看公司要看3个方面

1: 饼有多大，明年后年比现在的大多少 --- Market size, revenue opportunity, and growth potential

2: 有几家公司在卖饼，客户愿不愿意开着车1小时来买你的饼 -- This is about having sustained competitive advantage you mentioned

3: 谁是这家公司的大厨？ --- Do you believe in the leader of the company.

关于NVDA， 1-3年内，#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： 

• 我认为1不是问题，哈哈，可能过分乐观 -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的一个采访也提到同样观点，看得出他也在不断收购 -NewLeaf2021- ♀ (0 bytes) () 02/02/2025 postreply 05:20:38

• 饼有多大- 有几家公司在卖饼 - 谁是大厨 -Zaplet- ♀ (81 bytes) () 02/01/2025 postreply 16:08:19

• 图没传上来啊：） -三心三意- ♂ (0 bytes) () 02/01/2025 postreply 16:12:27

• 比如说狗狗，劈柴这个大厨把一盘好菜硬是给烧焦了：） -三心三意- ♂ (0 bytes) () 02/01/2025 postreply 16:14:07

• 又传了一次，看得见吗？请问为什么狗狗还不换大厨，是因为还没找到合适的吗？ -Zaplet- ♀ (0 bytes) () 02/01/2025 postreply 18:20:00

• 我不投非技术出身的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