2020年10月31日 星期六

ServiceNow 最新業績

 個人經常將ADBE, NOW, CRM, WDAY放在一起來看及長線持有, 先看看業績













(Twitter link)

繼續以30%左右增長, 這類型SAAS公司成功就只會繼續成功下去, 個人有一注大約有兩倍回報, 但如果近日回調有機會平價入貨, 絕對是一個加貨長期持有的機會。


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今星期短文

Amazon, Microsoft, Google 雲增長 + 股市調整並不可怕

MSFT業績-2021 Q1

(影片分享) Tesla 自動駕駛軟件, 已經發展成熟 + Apple 估值改變

繼續長線與短線操作的配合

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相關文章

用ServiceNow 作為例子, 看看怎樣中小型股波幅比較大 (2018-2020)

7 則留言:

  1. hi, I've got a question. I dont understand why not much famous institutional investor invested into service now. I heard this stock first time from Stanley...later on he also reduced his position. but this stock kept on delivering the result

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    1. I have no idea, even who is Stanley....

      Anyway, I keep my way to hold the stock, as the growth is still trivial.

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  2. Stanley druckenmiller. I just dont why not many people investing into stocks and felt sad on it

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    1. The market cap is still small relative to CRM, ADBE...

      I thought there is a lot of potential to grow. Just do the things you think it is correct.

      Anyway, let me promote the fb page of this blog
      https://www.facebook.com/%E7%BE%8E%E8%82%A1%E7%A7%91%E7%B6%B2%E8%82%A1%E9%95%B7%E6%9C%9F%E6%8A%95%E8%B3%87-102224831678126

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