Z 全部观点

Remember, I'm looking for stocks that will give me 10x returns over the next 10 years. I don't really care what the price of a stock is in the next month or two. I want to know how the company will grow in the next decade ?

Will there be opportunities for revenue growth, margin expansion, and multiple expansion? There may even be an opportunity for a share buyback. In a company, I mainly look at these four things.

Okay, let's move to a slightly different market , a company that's not quite that big, but perhaps in a larger market, and that's Zillow. Zillow 's market capitalization is only about $7 billion.

Do you know what Zillow's growth rate has been over the last 12 months? That surprised me, guys. I mean, you're asking me . I'll just say I thought it would probably be in the single digits.

It's not in the single digits . It's 18% over the last 12 months.