Yet Another Value Podcast发布 2026-08-14
《$DNOW: the boring distributor that could double on 2029 numbers | Firebird Management》
$DNO看涨
DNOW凭借其战略定位（包括MRC），在未来5年内受益于公用事业/炼油厂/数据中心资本开支周期。
b)当你查看股东名册时，我不会点名任何人，但你有许多股东，我记得他们参与了MRC，他们说MRC应该属于DNA或私募股权公司，而在过去一两个季度，我看到许多公司增持了DNO，我不得不想象他们的部分想法是，这要么作为私募股权控制的公司会更好，要么在市场上像私募股权公司一样运营。
and b when I you look at the shareholder roster and I won't call out any specific people, but you've got a lot of shareholders who I remember were involved in MRC and they were saying MRC belongs with either DNA or a private equity firm and they in the past quarter or two I see a lot of firms that have been adding to DNO and I have to imagine part of their thought is this would be either better as a private equity controlled company or run like a private equity company in the market.
我再次强调，我绝不是在此为这一情景背书，但他们，这家公司，特别是Dino加上MRC的加入，如果我们将看到在公用事业、炼油厂和数据中心等领域所讨论的那种投资，那么他们可能处于所有正确的位置。