STLA在10至15年内面临长期失败（破产或被收购）；尽管可能出现短期反弹，仍应避免投资。
逐段跳播
Stellantis很糟糕。
Stellantis is terrible.
我们要看看市面上排名前14的汽车股，连Stellantis也包括在内。没有中国竞争的模式。你可能会吃到反弹。Stalantis可能会在未来一年因一些好消息而反弹。它可能会翻倍，但它在未来10到15年内会破产。
We're going to look at the top 14 car stocks out there, even Stellantis. No mode Chinese competition. You might get the bounce. Stalantis might bounce on some good news over the next year.
It might double, but it will go bust in the next 10 to 15 years.
另一家我讨论过的公司，我在这里讨论过它，当时说它很糟，然后它翻了一倍，接着所有人都给我发邮件说我有多蠢，而现在我们到了这一步：他们在清库存，一切看起来都很好，但利润在下滑，自由现金流很低，而库存实际上在上升，这可不妙，这意味着需求并不存在，即便他们把它装点得像是有需求。
前景又变得难看，再次承诺未来会有改善。而没错，如果它真的改善，这很容易……
Another company that I discussed I discussed it here said it's bad then it doubled then everybody was sending me emails how stupid I am and now we are here they are selling their inventory everything looks great but profits going down low free cash flows and inventory actually is going up that's not good that means that demand is not there even if they make it look like it is The outlook ugly again promises for improvements down the road. And yes, if it improves, this can easily
结论是，没有护城河。你可能会吃到反弹。Stellantis 会在未来 10 到 15 年内破产，或者某家中国公司会把它买下。投资股票带来的回报很低甚至没有。是的，正如我所说，它可能会反弹。
如果它涨到 15，那就是 3 倍。如果未来 12 个月里发生点什么，好吧，如果利率下降，如果销售改善，如果某件事以某种方式改善，那就有一个免费的 X。这是有可能的。
The conclusion, no mode. You might get the bounce. Stellantis will go bust in the next 10 to 15 years or some Chinese company will buy it. Low to no investment returns for investing in stocks.
Yes, as I said, it might rebound. If it goes to 15, that's a 3x. If something happens in the next 12 months, okay, if interest rates go down, if sales improve, if something somehow improve, there is a free X. That's possible.
观察点
这个频道对 $STLA 的历次判断
Value Investing with Sven Carlin, Ph.D. 在这只股票上只有这一条判断。