若增长持续，持有MSFT 10-15%的仓位是可以接受的；除非估值严重过高，否则应继续持有。
逐段跳播
如你所知，今年年初对我们的许多账户来说都很糟糕，因为我们持有Microsoft的股票，当它从579或无论什么价格跌到它达到的某个水平时，我感觉自己像个傻瓜。但是，如你所知，她现在回来了。
即使我足够聪明能在顶部卖出——这是不可能的——然后在底部买回来，我也永远不会知道什么时候该买回来。我客户的处境会糟糕得多。所以，你只能坚持下去，除非事情变得严重高估，而如你所知，这是有可能的。
As you know, the beginning of this year was terrible for many of our accounts because we own Microsoft shares, and I felt like an idiot when it dropped from 579 or whatever price it was to whatever level it reached.
But, as you know, she's back now. I would never have known when to buy it back, even if I had been smart enough to sell it at the top, which is impossible, and then buy it back at the bottom.
My clients' situation would have been much worse. So, you just have to stick to it unless things get grossly overvalued, which, as you know, is possible.
我不认为持有Microsoft 15%或10%的股份有什么问题，如果它这样增长的话。为什么不呢？
I don't think there's anything wrong with owning, you know, a 15% or 10% stake in Microsoft if it grows that way. Why not?
这个频道对 $MSFT 的历次判断
The Compound 在这只股票上共 4 条判断，这里只列相邻的几条。