《The SaaSpocalypse Isn't What Investors Think.》
Salesforce强大的竞争护城河(机构记录)可抵御AI颠覆,支持利润率扩张,使其在当前价格下成为良好投资。
恭喜,你确实在一天之内赚了数百万美元,这要归功于一只崩盘的软件股,我透露一下,就是Salesforce。它录得了惊人的数字。
congratulations, you literally made millions of dollars in one day thanks to a crashed software stock called, I'll reveal, Salesforce. It has recorded incredible numbers.
当像Salesforce这样的股票崩盘时,我感兴趣的是,你如何区分公司真正的错误估值和由于某种原因而便宜的东西?
I'm interested when a stock is crashing like Salesforce, how do you distinguish between a genuinely mis-valuation of the company and something that's cheap for some reason?