我同意既saas + ecosystem真係屈錢
Software 方面如果work 既真係多好多profit margin,始終software marginal cost 接近 0, 加上可以行subscription model 屈錢。不過我唔知市場反映會點,唔敢寫包單會work,同埋政府們比唔比又多個不確定因素
不過我更加睇好係energy business,同埋佢地成個ecosystem 點建立。暫時見到都係,solar+ powerwall, Car, home infrastructure(聽聞想搞HVAC) + software subscription upsell野屈錢。成套做到就正,可以好似apple咁屈錢(icloud, app store 30% charge on developers, airpod, home pod, ipad, iwatch, Mac. 成個ecosystem 屈錢, 1+1=4,不得不佩服tim cook既執行力)
呢個如意盤數打得到就掂
但而家睇黎都好多減價空間,等股災/加返息先大手入都未遲。講真fed有心deleverage 股市準備長熊一掛都得
利申: 長遠long