Netflix的长期业务模式优于沃尔玛,且相对于同行被低估,使其成为首选的大盘股持仓。
逐段跳播
我们来比较一下大公司与大公司。如果我要选大公司,我想要一家巨头公司,对吧?我想选Netflix。Netflix市值超过3000亿美元。但买Netflix,我得到的是22倍前瞻市盈率,17倍两年前瞻市盈率,对吧?
而沃尔玛在30多倍。而且我认为Netflix的长期商业模式比沃尔玛好得多。所以我会毫不犹豫地选择Netflix。
Let's compare big versus big. If I'm going to go big, I want to, you know, a big dog company, right? I want to go Netflix. Netflix $300 billion plus market cap. But with Netflix, I'm getting this at a dosey do a 22 forward PE, 17 two-year forward PE, right? Versus Walmart's in the 30s. And I think Netflix actually has a much better long-term business model than Walmart does. And so I'll take Netflix any day of the week.
Netflix,轻松赚钱。然后如果你想想那些轻松赚钱的股票,Netflix和美国运通,考虑到它们的估值。我的意思是,那些就是轻松赚钱的股票,对吧?
Netflix, easy money. And then if you think about just easy money stocks, Netflix and American Express given their valuations. I mean, those are just easy money stocks, right?
这个频道对 $NFLX 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。