著名价值投资公司Baillie Gifford认为,当下最值得投资的公司是字节跳动,预计在如今的国际形势下,投资字节依然有五倍的回报率;目前看不清模型这个层级公司真正的竞争性优势是什么。如果可以买入并持有一只股票10年,可能选择Bending Spoons。企业需要警惕“填鸭式投资”的危害,对早期风险投资而言,如果不把ROE作为投资的重点考虑,这会成为公司发展的隐患。有“全球成长股捕手”美名的著名...
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