观点变化

客观事实变化并不会很快，尤其是公司经营层面。之所以我的观点或动态调整，是因为我对事实的认知在改变，比如几十个小时的研究中，对一个公司的观点可能有多次变化。

一般dcf可以给很远的公司，公司经营层面变化非常慢，但类似互联网，一些高增长赛道基本面变化相对较快

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