Joseph Carlson: một nhận định đang được xem xét lại

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subscription revenue type of company. It's why in the story fund I have Netflix as a top position. I hold Costco as another long-term significant bet in my portfolio. The way that Costco makes money is by its membership. It is overall a subscription-based company. Apple transition from a hardware company to a seller of software. Microsoft is a subscription-based company. Same with Salesforce. S&P Global and Inuit it are examples of two other fantastic subscriptionbased companies. And then we have Equifax, which can be put into that same category. Equifax has a strong majority subscription-like revenue that I believe will continue to grow in the future. And on top of that, they're launching a lot of new products. Now, typically, I like to buy companies like this on a significant dip, but it doesn't look like we're going to get that anytime soon. We just had a major geopolitical event, and so far the market isn't reacting. Now, this is something that we discussed that could happen in the previous episode. We said that the US is getting closer to directly bombing Iran. And we knew this because both figuratively and literally the US was getting closer. There were ships and planes and and military

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