尽管存在基本面疑虑，Constellation仍被视为观察名单上最安全的押注，排名居首。
逐段跳播
是的，我们做一个快速的吧，因为我觉得出于某种原因，Constellation最终出现在我们的观察名单上，过去三次，无论是SAS公司还是其他什么。所以我认为我们不需要再讨论太多了，但显然我们也需要辩论它在这里的位置。
我认为那并不容易。也许我们可以，我们没有太多关于Constellation的内容，但有趣的是，到现在我们已经……
>> Yeah. How about we do a quick one because I feel like for whatever reason, Constellation ended up in our watch list um the last three times, whether it be, you know, SAS companies or anything else. Um so I think we don't need to talk too much about it anymore, but obviously we also need to debate where it is here. And I think that's not that easy. Um maybe we can just um we don't have too much on consolation, but one of the interesting things um by now we're
我没想到Constellation会……我们甚至没有找到一个S档。我真的很惊讶。是的。
I did not think Constellation was going to be We didn't even find an find an S tier. I I really uh am surprised. Yeah,
我没想到我们会以Constellation居首结束，但感觉……这很有趣，考虑到有多少人在根本上质疑公司的方向，但它感觉是最安全的赌注，几乎就像垂直软件的伯克希尔·哈撒韦，你相当确定它会表现良好。
I you know I didn't think we would end up with constellation on top but it feels um I don't it it's funny to say given how much uh um people are are kind of fundamentally questioning the direction of the company but it feels like the most uh the safest bet you know it's almost like uh Birkshshire Hathaway of vertical software like yeah um you're you're pretty sure it's it it's going to do gonna do well.
这个频道对 $CEG 的历次判断
The Intrinsic Value Podcast 在这只股票上只有这一条判断。