风云哥
2020-05-18
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@Timmy_Yang：
要买就买细分领域的行业垄断龙头。 债券平台垄断$MarketAxess Holdings(MKTX)$； 军工科技零件垄断$海科航空(HEI)$； 高分红私有化监狱垄断$Corrections Corp of America(CXW)$; 新一代人力资源系统管理垄断$Paycom Software, Inc.(PAYC)$; 税务软件垄断$财捷(INTU)$； 还有比如$Adobe(ADBE)$、$Workday(WDAY)$、$ServiceNow(NOW)$等等，好股票太多了。 我们常见的许多只是网红，真正有未来价值的通常都不在那里面。[龇牙]
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