Financial Education 对 $ELF 的判断变化
现在，关于Elf on the Shelf。祝贺今天观看我们节目的所有Elf on the Shelf股东。该股今天继续上涨，又涨了6000多美元。
Now at this point in time, Elf on the Shelf. Congratulations to any Elf on the Shelf shareholders watching us here today. That stock continues to move up another $6,000 plus dollars on Elf here today.
看看这个。我的意思是，自从我在2019年买入Elf股票以来，现在已经上涨了1,355%。再看看这个。即使从我在6月5日买入的那些股票算起，我的意思是，自那以来已经翻了一倍多。简直难以置信。
Look at this. I mean, up now 1,355% on Elf stock since I acquired shares back in 2019. And look at this. Even since those shares I acquired back in the 5th of June, I mean, it's already over a 2X just since that particular time. Like unbelievable.
这是我其中一个私人投资组合中最大的Elf持仓。我不知道你们是否知道，但在这个特定的投资组合中，我有3,600股。现在我在Elf股票上有172,000美元。
This is the biggest Elf position I have in one of my private portfolios. I don't know if you guys are aware or not, but in this particular portfolio I have 3,600 shares. Now I have $172,000 on Elf stock.
那只股票继续强劲上涨。说到上涨，宝贝。EL股票，S-T-A-Y更大声。为后面的人大声说出来。
That stock continues to run heavy. Speaking about running, baby. EL stock, S-T-A-Y louder. Say it louder for the people in the back.
下一个股票在这里。L电话架子。架子上的精灵。所以，我告诉过你们，我相信Elf今年退出，最坏情况100美元，最好情况140美元。所以，那基本上是一个中点，多少？120。我们现在在105。
所以，如果Elf继续上涨，我不会感到惊讶。它通常在一年的这个时候也很强劲。
Next stock up here. L phone a shelf. Elf on a shelf. So, I've told you guys I believe Elf exits this year $100 worst case scenario, $140 best case scenario. So, that's basically a midpoint of what? 120. We're at 105. So, I wouldn't be surprised if Elf continues to run. It's usually strong around this time of year as well.
看看货架上的ELF。ELF在最高的货架上。好的，这只股票过去3个月上涨了65%。它正在蓬勃发展，对吧？
Look at ELF on a shelf. ELF's on the highest shelf. Okay, this stock is up 65% the past 3 months. It is just just booming, right?
下一个，ELF在货架上遥遥领先。现在这个非常干净。对吧。Road的收购做得很好。所以那个整合现在做得很好。对吧。这家公司在过去几年里经历了很多关税风波，关税，然后价格上涨，然后价格下降，利润率波动。
关税风波现在基本上已经平息了，对吧？T-Man已经转向其他战场，他还有很多其他战斗在进行，对吧？
Next one up here, ELF is so far in the shelf. This one is incredibly clean now at this point in time. Right. Right. The road acquisition is well done. So that integration's you know well done now at this point in time. Right. This company had to go through a ton of tariff drama over the past few years with the tariffs and then you know price increases and then price decreases and margins moving around. The tariff drama's ah pretty dead now at this point in time, right? T-Man's moved on to other battles and he's got a lot of other battles going on out there, right?
所以关税是个情况。这是ELF必须处理的严重情况。它严重影响了他们的利润率。他们先是涨价，然后又不得不降价，这简直是一团糟，对吧？而且与此同时，Road的收购也在进行。所以这个混乱的情况现在已经全部清理干净了。
关税风波已经结束，Road的收购也做得很好，所以现在很干净，这就是为什么ELF你可以继续看到那只股票有动力。
And so the tariffs were situation. It was a serious situation that ELF had to deal with. It affected their margins substantially. It affected they were going up on price, then they had to go down on price and it was just it was a mess, right? And and and all at the same time of the road acquisition was all going on. And so this just messy situation that's all cleaned up now. The tariff drama is done. the road acquisition's well done and so now it's just clean and so that's why ELF you can continue to see that stock have momentum
所以这就是为什么ELF你可以继续看到那只股票有动力，我的意思是，你本可以在6月初，大概是6月5日，以49美元一股买入那些股票，它就在那里，现在它是92美元，我认为这只股票今年结束时的价格，最坏情况在我看来是100美元，最好情况是140美元，而且这是今年结束时的价格，所以在我看来，从现在到年底，ELF仍有显著的上涨空间。
and so that's why ELF you can continue to see that stock have momentum I mean you could have bought those shares for 49 bucks a share you know back in early June was it June 5th 49 bucks it was there for you right now it's 92 and I think this stock exits this year worst case scenario in my opinion 100 best case scenario 140 and that's exiting this year right so there's still significant upside between now and the end of the year in my personal opinion in regards to ELF