BALL 全部观点

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The Compound发布 2026-09-25
《People Hate These 5 Stocks But They'll Be Wrong | TCAF 261》
$BALL看涨
Ball Corp是一家高质量企业,治理稳健,拥有经常性的维护收入,尽管新建泳池建设面临周期性逆风,仍适合长期积累。

其中一个名字是“Paul Corp”,我稍后可以谈谈。我知道这是Michael最喜欢的股票。所以,我迫不及待想让他冲我吼。Ballcorp需要从挖游泳池转向挖坟墓。同样的设备,但洞更小。

One of these names is "Paul Corp," which I can talk about shortly. I know it's Michael's favorite stock. So, I can't wait for him to yell at me. Ballcorp needs to switch from digging swimming pools to digging graves. Same equipment, but smaller holes.

Jonathan,让我们谈谈地球上最糟糕的股票之一。Ball Corp。过去两年,我们知道住宅建设处于灾难性的状态。过去两年,美国平均新建游泳池数量约为60,000个,是十多年来的最低水平。

我认为,幸运与否,Bullcorp是最大的批发分销商。因此,这是一个低资本密集型的业务。他们只是分销商。他们不制造产品。但是天哪,这只股票一直跌跌跌。它正走向新低。

Jonathan, let's talk about one of the worst stocks on Earth. Ball Corp. Over the past two years, we know that residential construction is in a disastrous state. In the past two years, the average number of new swimming pools built in the United States has been around 60,000, the lowest level in more than a decade.

I think, fortunately or whatever, Bullcorp is the largest wholesale distributor. Therefore, it is a low- capital-intensity business. They are just a distributor. They do not manufacture the product.

But oh my God, this stock keeps going down and down and down. It is heading towards a new low.

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