Value Investing with Sven Carlin, Ph.D. 对 $ANTA 的判断变化
这个频道在这只股票上的每一条判断，按时间倒序，每一步都读完那条视频里关于这只股票的全部内容。相邻两条方向不同的地方标出方向翻转。
安踏体育（Antasports），中国香港上市，亚洲生产，稳步增长，有股息和回购，占净利润的良好比例，正在收购 FILA。他们刚刚买入了 UMA 的股份。
Antasports Chinese Hong Kong Asian production growing steadily dividends buybacks good percentage of net income buying FILA. They just bought a stake in UMA.
要获得这类股票的安全边际，你需要市盈率为 10 倍。当我看到中国的滑雪装备、鞋子时，我看到了竞争。还有迪卡侬。你可以在那里买到所有东西，还有其他品牌。安踏很便宜。它在亚洲有地位。它很有趣，但还不够便宜。
To get the margin of safety of knee stocks, you need a P ratio of 10. When I see Chinese ski equipment, shoes, then I see of competition. There is also Decathlon. You can buy everything there also other brands. Ant cheap. It has a Asian position. It is interesting, but not yet cheap enough.
安踏作为一个头寸是有趣的。
Anti is interesting as a position.
安踏也随着亚洲的增长而在亚洲持续增长。所以，这很有趣，但对我来说，相比之下并不合适。
Ant also keeps on growing in Asia as Asia grows. So, interesting, but just not for me comparatively.