The Intrinsic Value Podcast发布 2026-09-03
《Ranking our Portfolio Watchlist – Meta, CSU, Copart, Shopify (Tier List)》
$CEG看涨
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。
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