Financial Education 对 $AXP 的判断变化
另一只股票,另一家我会选择而不是沃尔玛的大公司是这家,美国运通。美国运通,100%我会选择这只股票而不是沃尔玛,对吧?这只股票的前瞻市盈率低于20,美国运通的前瞻市盈率是14。
坦白说,这只是比沃尔玛好得多的商业模式。这是世界上最好的商业模式之一。
Another stock, another big company I would take over Walmart is this one, American Express. American Express, 100% I would take this stock over over Walmart, right? Ford P on this one's under 20 to your Ford P of 14 for American Express. This is just a much better business model than than Walmart has just to be quite frank. Like this is one of the best business models in the world.
美国运通,轻松赚钱,你知道吧?然后如果你想想那些容易赚钱的股票,Netflix 和美国运通,考虑到它们的估值。我的意思是,那些就是容易赚钱的股票,对吧?
American Express, easy money, you know? And then if you think about just easy money stocks, Netflix and American Express given their valuations. I mean, those are just easy money stocks, right?
美国运通。这家公司就是持续优秀的公司。这家公司很难找到风险。我真正能想到的关于美国运通的唯一风险就是经济衰退,一场大衰退,对吧?即使是富人也会受到伤害。因为美国运通的很多客户群信用评分很高,收入高,财富多。
所以是的,如果发生这种情况,美国运通不会好,但你知道,关于这种情况的问题是,如果发生这种情况,你知道,几乎每个人都会在这种环境中受到伤害,对吧?
American Express. This one just consistent great company. This one's hard to find a risk. The only risk I could really think in regards to American Express is the only risk is uh a recession, a big recession, right? Where even the rich get hurt. Because a lot of American Express's customer base is very high credit scores, high incomes, high wealth. And so yeah, if that happened, uh American Express would not be good, but you know, the thing is about that scenario, if that happens that you know, almost everybody gets hurt in that environment, right?