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川沐
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川沐
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人有多大胆地有多大产.
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马斯克居然回复了绿章鱼.
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炒币人的脑子真是不简单. 一堆人在刷alpha积分, 一堆人则在做lp吃刷积分人产生的手续费.
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大赌狗亏完了.这波所有利润归零, 前天说金盆洗手玩的很开心, 昨天就又重新杀进来, 刚才差一丢丢被市场一波带走.
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写一件我觉得挺有价值的事情. 上周干了这么一件事,朋友说如果下一个十年再诞生出跟英伟达一样的企业,那么它大概率在标普500里面. 如何再从标普500里把它找出来呢? 我觉得参照英伟达,它应该至少具备这俩点. 1.长期超高的毛利润率.每年至少50%+. 2.长期超高的营业额增长速度,5年总营业额至少翻3倍,并保持连年都高速增长. 依据这俩条能过滤掉标普500里绝大部分公司, 但好公司永远不便宜.除非特朗普继续制造利空. 再基于“好公司不便宜”这一条,兼顾未来成长性新增第3条过滤条件. 3.长期股价高速增长, 同时市值500亿-3000亿之间. 根据这三条翻到了一家特别喜欢的公司crwd. 然后正巧那几天名字比较接近的crwv在涨幅榜榜单,观看了crwv的毛利率和业绩增长速度70多买了下发现还真挺爽几天到了100. 但这个算巧合. 如果未来十年能诞生出另外一家跟英伟达一样伟大牛逼的公司,它很大概率符合这三条,并且在标普500当中.
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#ALPHA 出生啊!天天空投加扣分机制都能卷上204了,这还玩个毛啊!!!
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