CheukfungLau
参与了投票
投资者必须意识到,在财报后暴跌之后,Palantir股票的交易价格约为今年销售额的12倍。对于一家公司来说,这种估值似乎是合理的。尽管它每年实现30%以上的增长,但有更基本稳定、估值可比的股票以及更便宜的股票。
如此丰厚的估值也设定了很高的门槛 $Palantir(PLTR.US$ 。这通常会导致对诸如小于pe之类的东西进行尖锐的修正...
如此丰厚的估值也设定了很高的门槛 $Palantir(PLTR.US$ 。这通常会导致对诸如小于pe之类的东西进行尖锐的修正...
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5
CheukfungLau
评论了
专栏方舟最新交易
看起来 Ark 一直在购买 TDOC\ TAK\ RHBY\ REGN。我还认为 MGA 值得一看。
$贝壳(BEKE.US$ $Shopify(SHOP.US$ $盈透证券(IBKR.US$ $MercadoLibre(MELI.US$ $TransUnion(TRU.US$ $Repare Therapeutics(RPTX.US$ $Surface Oncology(SURF.US$ $武田制药(TAK.US$ $Teladoc Health(TDOC.US$ $福泰制药(VRTX.US$ $罗氏(ADR)(RHHBY.US$ $再生元制药公司(REGN.US$ $诺华制药(NVS.US$
$贝壳(BEKE.US$ $Shopify(SHOP.US$ $盈透证券(IBKR.US$ $MercadoLibre(MELI.US$ $TransUnion(TRU.US$ $Repare Therapeutics(RPTX.US$ $Surface Oncology(SURF.US$ $武田制药(TAK.US$ $Teladoc Health(TDOC.US$ $福泰制药(VRTX.US$ $罗氏(ADR)(RHHBY.US$ $再生元制药公司(REGN.US$ $诺华制药(NVS.US$
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4
CheukfungLau
评论了
Hello everyone, I'm a novice here, with only three months of investment experience. And this is my first time reviewing my investment experience, so please forgive me if it is not well written. In this note, I would like to share with you my short investment career and some investing tips I've learned.
My first deal at Moomoo was $小米集团(ADR)(XIACY.US$. The reason for the purchase was the sale of a stake by Xiaomi's vice chairman. I firmly believed I found a bargain at that time. Nevertheless, to my surprise, I had waited almost two months until I got an 8% profit! I also learned a lesson from this attempt: it ...
My first deal at Moomoo was $小米集团(ADR)(XIACY.US$. The reason for the purchase was the sale of a stake by Xiaomi's vice chairman. I firmly believed I found a bargain at that time. Nevertheless, to my surprise, I had waited almost two months until I got an 8% profit! I also learned a lesson from this attempt: it ...
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