长期持有科技股
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考虑增加长期科技股持仓。我目前的配置严重偏向$AAPL和$MSFT。正在考虑多元化投资一些鲜为人知但基本面强劲的企业软件公司，或者除了$NVDA之外的半导体公司。对于那些拥有强劲自由现金流和可防御护城河的公司，有什么建议吗？
3 comments · 16 points
TBu/tran_b·2mo
I'd definitely look into ASML for semiconductors, not exactly 'lesser-known' but it's not NVDA and their tech is critical. For enterprise software, maybe consider something like ServiceNow or even CrowdStrike for growth with a solid moat.
ISu/ishaan_shah·2mo
Good idea to diversify from AAPL and MSFT. Have you looked at companies like Adobe or Salesforce? They have strong recurring revenue streams and are pretty sticky.
JAu/jakubkovalenko·2mo
For robust FCF and a moat, Palo Alto Networks comes to mind in the security space. Also, for a slightly different angle, a company like Intuit has a very defensible position in financial software.
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