买入少量Clear Secure仓位；虽具投机性，但拥有强劲的营收/自由现金流增长和长期上行潜力。
逐段跳播
所以，我昨天买了Clear。买得不多。这是一只非常投机的股票。股票代码是YOU。这些是机场里你走过的东西，它们能让你更快通过安检线。他们正试图成为一家生物识别身份公司。
So, I bought I bought Clear yesterday. Not a lot. This is a very speculative stock. The ticker is YOU. These are the things at airports that you walk past and they get you across the line faster. They're trying to be a biometric identity company.
米勒除了亚马逊还持有几只股票，比如生物识别安全公司Clear Secure，他曾是其董事会成员。他说：“我是较大的股东之一。它仍然被严重低估。”这让我感觉很好。比尔·米勒，不是一个糟糕的投资者。
read Miller owns a few stocks besides Amazon, such as biometric security company Clear Secure, where he had been on the board. He said, quote, "I'm one of the larger owners. It's still significantly underpriced." That made me feel pretty good. Bill Miller, not a bad investor.
所以，我们连续21个季度实现营收增长。他们的EBID利润率超过了一个关键指标。他们在IPO时的目标是35%，现在是36%。
So, we've got 21 straight quarters of revenue growth. Their EBID margin passed a key metric for them. They were targeting 35% at the IPO. It's now 36%.
Carrot Sab Becker，我首先谈到她的图表，请展示。我首先谈到买入她的股票，但我从未买入，那是在2025年3月，我想。她出现在Patrick Ocean的播客上，我说：“这个人太不可思议了。
我应该投资她。”但我从未这么做。我本应该买的，因为自那以来股价已经上涨了不少。
Carrot Sab Becker, who I spoke first I first spoke about her chart off, please. I first spoke about buying her stock, which I never did when I did in March of 2025, I think it was. She was on Patrick Ocean's podcast and I said, "This person is incredible. I should invest in her." And I never did. Um, I should have because the stock is up a decent amount since,
她在上周的电话会议上说：“我们怀着深刻的信念发现，证明你是你，安全、私密、即时，有一天会成为美国人生活、工作和旅行的核心。很长一段时间，这是一个愿景。现在，它是我们的现实。Clear是值得信赖的安全身份公司。
经过16年构建我们的身份平台，Clear Travel和Clear 1，我们从未如此强大或定位更好。感觉就像Clear的第一天，因为它正在推动……”她说：“我们本季度结束时拥有近4400万Clear会员，推动预订量达到2.96亿美元，自由现金流为1.89亿美元，预订量增长33%，自由现金流同比增长60%。”
she said on the call uh last week, "We found it clear with a profound conviction that proving you are you are you securely, privately, and instantly would one day sit at the center of how Americans live, work, and travel. For a long time, it was a vision. Now it is our reality. Clear is the trusted secure identity company. And after 16 years of building our identity platform, Clear Travel and Clear 1, we have never been stronger or better positioned. It feels like day one around clear because it is driving book uh she said we ended this quarter with almost 44 million total clear members driving bookings of $296 million and free cash flow of $189 million 33% bookings growth and free cash flow is up 60% year-over-year
他们还在昨天收盘后宣布与Crowd Strike达成一项交易。
and they also did announce a deal after the close yesterday with Crowd Strike.
所以这家公司相对较小，市值70亿美元，波动性很大。我今天买了一点，未来几年我可能会继续增持。
So the company is relatively small, $7 billion market cap, very volatile. Uh I bought a little today and I am probably going to add to it over the years.
这个频道对 $YOU 的历次判断
The Compound 在这只股票上只有这一条判断。