Asymmetric Investing by Travis Hoium发布 2026-10-02
《My TOP Stock to Buy in October!》
$Z看涨
Zillow 是一个强劲的长期投资机会，驱动力来自其平台网络效应、高增长的租赁/按揭业务、利润率改善、低廉估值以及激进的股票回购。
记住，我要找的是未来10年能给我带来10倍回报的股票。我并不太在意一只股票在未来一两个月里的价格是多少。我想知道的是，这家公司在未来十年会如何增长？会不会有营收增长、利润率扩张和估值倍数扩张的机会？
甚至可能还有股票回购的机会。对于一家公司，我主要看这四件事。
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.