AXP是一家估值具吸引力的高质量公司,被视为适合长期持有的逆向买入标的。
逐段跳播
American Express,世界上最好的投资标的之一,对吧?光是想想它的商业模式,就是顶级商业模式。想想American Express的客户名单,就是顶级。信用卡是非常,我们姑且说竞争激烈的领域,但American Express的竞争力无人能及,对吧?
而且,你可以办到多张很棒的American Express卡,但金卡就像是,作为一个个人用户,那是一张很容易拥有的顶级卡。所以American Express就是一家很棒的公司。
估值有吸引力,顶级财务报表,顶级管理团队。我是说,这是我可以建到非常大仓位、并且未来一年又一年安心持有的那种股票。
Uh American Express, one of the best companies in the world to invest in, right? When you just think about the business model, like just a top tier business model. When you think about the client list of American Express, it is just top tier.
Credit cards are very uh let's call competitive space, but American Express competes like no other, right? And the, you know, there's multiple great American Express cards you can get, but the gold card is just like, you know, that's just an easy top tier card to have um you know, as as an individual out there.
And so American Express just a great company. um attractive valuation, top tier financial statements, top tier management team. I mean, you know, it's just one I could build into a very large position and feel comfortable holding for years and years and years to go in the future.
另一家真正高质量的公司是American Express。我认为这也是另一只,现在利率更高,眼下没人太想持有它。说到底,这就是顶级的,这些公司是真正服务于最高收入人群、最富有阶层的公司。
你得明白,那些就是顶级公司、顶级商业模式,American Express就是其中之一。所以这是我看作逆向买入的一只。这只股票今年下跌了约12%,而在我看来,它今年实际上应该上涨约12%。
所以American Express是我很想建到更大仓位的股票,对吧?
Another one really high quality company is American Express. I think is another one that interest rates are higher right now. No one kind of wants to own it right now. Uh at the end of the day, man, this is the top this is like these tours are companies that really cater to the top income earners, the top wealthy.
You just got to understand, man, those are the top tier companies, the top tier business models and American Express is one of those. And so that's one I look at as a contrarian buy.
The stock's down about 12% this year and um it should actually be up about 12% on the year in my personal opinion. So American Express is one I would love to build out u to be a much bigger position, right?
这个频道对 $AXP 的历次判断
Financial Education 在这只股票上共 4 条判断,这里只列相邻的几条。