中文翻译
很高兴你对 Serenity Stocks™ 也是这种看法。 我通常会偏爱高波动的名字，所以自己有 conviction 非常重要。我只是把思路讲出来，帮助其他人走到类似的结论！ 如果它们在回调里表现还不错，那就说明在正面的宏观环境下，它们只会表现得更好。
· 方法论
高波动需要自己有 conviction
英文原文
Glad to hear that about the Serenity Stocks™. I usually like the ones with high volatility, so it’s important to have conviction yourself. I just provide the thought process to help others arrive at a similar conclusion! If they’re doing relatively well in corrections, that just means in positive macro environments, they’ll outperform even more.