· 方法论

投资核心在于发现市场错误定价,具体决策需自行研判。

涉及标的:

中文翻译

没问题!不过,最大的获利机会在于你认为市场错误定价了某样东西,而你对此持有坚定的相反信念。比如对我来说,当 $UPWK 的市盈率(P/E)仅为7或更低时,市场就低估了它。由于财务报表可能非常复杂,我了解得不够多,无法给你确切答案,这需要你自己决定。

英文原文

No problem! The most money to be made though is if you think the market prices something wrong and you have conviction otherwise. Like for me market was underpricing $UPWK when it was a p/e of 7 or something low. I don't know enough to give you an answer since financials are probably really complicated, that's for you to decide.

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