(開了facebook page, 請like及follow, 你的支持是我最大的鼓勵寫下去。)
US stock(置頂文) (update: 20201201)
月供紀錄 (update: 20201201)
今晚似乎會再上一浸
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1. OKTA
https://twitter.com/jaminball/status/1334247103401349121
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2. ZS
https://twitter.com/jaminball/status/1334249513578450944
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3. CRWD
https://twitter.com/jaminball/status/1334244748719058945
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4. ESTC
https://twitter.com/jaminball/status/1334248390792634368
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5. SNOW
https://twitter.com/jaminball/status/1334242742973546497
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同場加映CRM合併SLACK後, CEO一個股價再升多一倍的夢
https://twitter.com/jonbma/status/1334020302053904384
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總結: 業績好過預期, 而且對下一年度 / 下一季度業績有好過市場預期, 所以個人兩手準備的方法是: 手頭有一定持股, 如好業績突然玩下跌, 可以分注低吸; 如業績後玩大升, 恭喜你投資有回報
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相關文章
I have glanced through results of some of the above stocks. I think the positive surprise was not on revenue growth, but on rapidly improving profitability that comes from economies of scale
回覆刪除Totally agree. I imagine it is a time journey. MSFT, ADBE or large cap companies are in the right side with stable growth in revenue and profit. Have extra money to do buyback program
刪除Mid to small cap companies are in the middle of journey and searching their own way to have marginal profit as fast as possible. I imagine some of the above stocks may look the road like ServiceNow (at least the pattern of stock price)