《Ranking our Portfolio Watchlist – Meta, CSU, Copart, Shopify (Tier List)》
未持有HOOD；评为B级，因预期未来抛售将创造更好的入场点。
为什么Nike会在你们的观察名单上，伙计们？首先，我们看了我们今天列出的公司，必须至少有一两家公司在末端或光谱上更低，不一定针对S级。所以，我们想，为什么不谈谈Nike呢，也因为它是我们曾经短暂拥有过的公司之一。
所以，我认为在那之后我们再也没有重新审视过它。所以，我认为把它带到这里确实是有意义的。
Why was Nike even on your watch list, guys? Well, first of all, we thought looking at the companies that we put up here today, there has to be at least one or two companies that go lower on the end and or lower on the spectrum, not necessarily targeting S tier. So, we thought, you know, why not why not talk about Nike also because, you know, it's one of those companies that for a very brief moment in time, we actually owned. Um so, I think it's we didn't revisit it at any point after that. So, um I think it did make sense to just uh quickly quickly bring it up here.