2026년 2월 18일 · Unknown · financial · 출처 Yahoo Finance
STORY: Lynch points to companies like Alphabet, Meta and Nvidia as attractive, because they "are still central, they are still guiding for really higher earnings growth." But he’s more cautious on others."We want to see free cash flow yields that are still at least a few percentage points and you know, a name like Oracle, which is growing really fast, that has a negative free cash flow right now is not something we're interested in. Something like Microsoft, that still has a few points, that's okay."
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