RBBN 是一项糟糕的投资；尽管凭借救助贷款从 2.50 美元涨至 8 美元，但其财务状况不佳，且在已死商场中背负有毒的租赁负债。
逐段跳播
但 Red Robin 也是如此。Red Robin 距离破产只差一口气。财务状况简直是垃圾。我认为是食品行业里最糟糕的财务状况。而且它靠着救助贷款从大约 2.50 美元涨到了大约 8 美元。这并不能让它成为一个好的标的。
Uh but so has Red Robin. Red Robin is a big bad wolf blow away from bankruptcy. The financials are utter trash. The worst financials I think out there in the food industry. and it's gone from like $2.50 thanks to a bailout loan to like $8. That doesn't make it a good play.
不幸的是，短期投资就是这样，围绕“哦，Red Robin Gourmet Burgers 从 2 美元涨到了 8 美元，这肯定是一笔基本面良好的买入，太棒了”会有很多热情。不，它是一只低流动性的垃圾股。
看看财务数据。研究一下财务数据。连希望都没有。它们主要暴露在死掉商场里的租赁物业上，而且无法脱身。如果有人收购了这家公司，他们会被所有这些租约拖累。他们只能让公司破产，然后每个股东都会因公司破产而起诉他们。
这几乎就像——当它市值 4000 万美元时，我几乎想收购它。然后我想，算了，老兄。我才不会碰那个有毒的烂摊子。那太疯狂了。
And that's unfortunately what happens with with short-term investing is uh there is a lot of enthusiasm around oh well Red Robin Gourmet Burgers went from $2 to $8. This must be a fundamentally good buy. This is great. No, it's a low liquidity trash stock. Look at the financials. Study the financials. There's not even hope. They are mostly exposed to leased properties in dead malls and they can't get out of them. If somebody bought the company, they would be sandbagged with all the leases. They'd have to go bankrupt on the company and then every shareholder is going to sue them for going bankrupt. It's almost like I almost wanted to acquire this when it was $40 million. And then I'm like, nah, dude. I ain't getting into that toxic crap hole. That'd be crazy.
这个频道对 $RBBN 的历次判断
Meet Kevin 在这只股票上只有这一条判断。