杨洸
12-28 12:06
为什么说没有竞争对手,必胜客这些算吗
@方脸:
我开仓了$达美乐比萨(DPZ)$ ,财务上巴菲特帮忙算过了,逻辑上达美乐比萨代表着主食,人每天都要吃,刚需高频。因为做的太细分,导致没有竞争对手,品牌提价能力强。
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