POOL作为被打击的大众市场股票存在逆向机会,但更偏好服务富裕人群股票的安全性,可能回避POOL。
逐段跳播
还有一个可能,这一只我不确定自己会不会做,就是 Pool Corporation。另一个可能是 Whirlpool。我也有兴趣在这些被打得很惨的落魄股上做逆向操作,但我可能会避开这些,可能会坚持 Wind 和 RH,而之所以选 Wind 和 RH,是因为它们真正服务的是最高收入人群。
它们真正服务的是最富有的那批人,对吧?真正是前 10%,甚至更深的前 5%,对吧?而 Pool 真正服务的是更大众的人群。Whirlpool 也更面向大众。所以我看这些股票时会想,那里有机会,但我得感到安全。
而买这些顶级公司,我大概会比买那些只面向大众的其他公司更感到安全。因为说到底,伙计,我跟你们说实话。不管外面短期那些乱七八糟的事情怎么样,有钱人就是有钱。事情就是这样,伙计。你知道,一个净资产 5,000 万美元的人,你猜怎么着?
他的股票跌了,他的净资产可能还有 4,000 万。他还是富得离谱,对吧?所以,我不知道。我考虑过也许就坚持这几只,但我还在考虑 Pool。还在考虑 Whirlpool。哎,这有点好笑。Pool 和 Whirlpool。太好笑了。
And another possibility, this one I don't know if I'll do is Pool Corporation. And another possibility is Whirlpool. I'm interested in being a contrarian on these beaten down dogs as well, but I might stay away from those and I might stick with win and RH and and why win and RH really cater to the top income earners.
They really cater to, you know, the top wealthy, right? Really the top 10% and even deeper in the top 5%, right? Whereas pool's really catering to more of the masses. Whirlpool's more catering to the masses.
So, I I look at those stocks and I'm like, there's opportunity there, but I just I got to feel safe. And I would feel safer probably buying these top dogs than buying, you know, some of these other guys that are just kind of catering to the masses.
Cuz at the end of the day, man, I'm going to just be honest with you guys. Rich people got money regardless of whatever [snorts] the short-term blah blah blah is going on out there.
That's just how it is, man. You know, the guy that has a $50 million net worth, guess what? You know, his stocks go down, his net worth probably still 40 million. He's still stupid rich, right?
And so, I don't know. Like, I've considered maybe just sticking to these, but I I'm still in consideration for pool. Still in consideration for Whirlpool. Hell, that's kind of funny. Pool and Whirlpool. Hilarious.
这个频道对 $POOL 的历次判断
Financial Education 在这只股票上只有这一条判断。