The Intrinsic Value Podcast发布 2026-08-20
《Ranking SaaS Best Buys Today and Long-Term + Watchlist Review》
$WIX未明确方向
Wix是一个投机性赌注，由于AI颠覆风险，长期生存概率低，尽管短期财务实力强劲且有回购。
下一家公司。我们来看看 Wix。我觉得它很有趣。我想我们大约 10 周前讨论过它，今天早些时候我给你发了短信。
next company. Um, let's go with Wix. I just I I find it interesting. I think we covered it about 10 weeks ago and I texted you earlier today.
因为显然，Wix 是那种 10 年时间范围与当前价值相比差异最大的公司。我会说在 10 年时间范围内存在最大或最大的差异。
Um, because obviously, you know, Wix is one of those where probably the 10-year time horizon compared to value today is, you know, has the biggest difference. I would say there's the most uh or the biggest discrepancy between those 10ear horizon.
所以基本上，对于不了解 Wix 的人来说，Wix 是一个网站构建器，对吧？基本上你所做的就是使用拖放来创建自己的网站。
So bas basically for everyone who doesn't know Wix is a website builder, right? Um so basically what you do, you can use drag and drop to then create your own website.