Value Investing with Sven Carlin, Ph.D.发布 2026-08-29
《Investing With the US Debt Situation...Stocks, Bonds, RE, Bitcoin, Gold...》
$ADM看跌
ADM估值在股价从50升至约80后吸引力下降，不再属于强烈买入。
我们讨论过强烈买入的Archer-Daniels-Midland，食品行业。因此，通胀使得它便宜。价格曾为50，也曾为70。我们讨论过它，现在它接近80。或者是多少？77。所以，当时这是一个值得加入投资组合的初始想法。现在，一年多以后，它不再那么好了。
We discussed strong buy, Archer-Daniels-Midland, food. Thus, inflation does this cheap. The price was 50. Was 70. We discussed it and now it's close to 80. Or what is it? 77. So, here it was a starting idea to add to your portfolio. Now, a year and something later, it's not that good anymore.