The Intrinsic Value Podcast发布 2026-09-03
《Ranking our Portfolio Watchlist – Meta, CSU, Copart, Shopify (Tier List)》
$SNAP看跌
SNAP是一家糟糕的企业；由于其质量差，说话者已完全将其排除。
我认为唯一真正糟糕的业务是我们刚刚完全注销的，Daniel 已经知道 Snapchat，我们刚刚发现那太令人震惊了，它冒犯了我所有的价值投资者直觉，去深入研究那个业务。
I think the only truly terrible business we just completely wrote off Daniel already knows Snapchat we just that was that was so appalling uh it was offensive to all my value investor senses uh to to dig into that business.