本期节目探討了 Box, Inc. 的營運和財務狀況。 內容包含對其雲端內容管理業務模式的細緻考察，以及詳細的成本結構分解。 報告評估了 Box 的管理團隊和其主要股東的活動，特別是與股票回購計劃相關的部分。 最後，透過折扣現金流分析評估了公司的內在價值，並總結了其近期盈利表現。Youtube: https://www.youtube.com/@TheDeepValueApple Podcasts: https://podcasts.apple.com/us/podcast/深度价值投资/id1813017485Spotify: https://open.spotify.com/show/4pkWVzv9g4msNzlYLUhnm5?si=hRZQw_O8TdOi-dRcrvNvlA免责声明：本内容仅代表作者在所述日期的个人观点，且这些观点可能会在未经通知的情况下发生变化。所有分析均基于公开可获得的信息，可能会因修订或不同解读而有所变化。本内容仅供教育用途，不构成投资建议。在进行投资决策之前，请自行进行尽职调查。同时，别忘了在Apple/Spotify Podcasts和Youtube Channel：Deep Value Investing深度价值投资频道中订阅如果您觉得这些话题有意思！
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