观察公司的维度：业_老虎社区_美港股上老虎

且听风吟云起

2020-09-17

观察公司的维度：

业务情况：profile，画面感直观感受

基本面：营收，毛利，用户增速，用户留存率，财务指标，SAAS和IAAS估值差异的原因

管理团队：创始人，CEO，CFO

和其他类似赛道公司的经营财务指标横向比较：Zoom，Docusign，Crowdstrike

各因素权重排序

$Zoom(ZM)$$Snowflake(SNOW)$$Docusign(DOCU)$

@桃李春风益点财：【直播回放】专业解读来了！老虎特邀贝瑞直播，为大家深度解读Snowflake。内容要点：1. 巴菲特在科技股，尤其是云计算行业上投资态度的变化？ 2. 为什么Snowflake能吸引巴菲特第一次打新？ 3. Snowflake上市对其他云计算公司以及整体科技股会带来什么影响？ $Snowflake(SNOW)$

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