Value Investing with Sven Carlin, Ph.D. 对 $FISV 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。
另一个是 Fiserv,股价下跌了。新 CEO 看起来不太出色,但股价已经企稳。市盈率较低。像 Clover 这样的细分领域仍在增长。这真的是一个 2027、2028 年的情况。
如果他们达到某些目标,市盈率将是 8,业务将增长 8 倍或 15%。这比当前股价好得多,但尚未实现。我也在我的研究平台上更新了一点内容,现在要看策略。我在我的多元化投资组合中持有它,我们看看下个月是否会加仓。所以,它留在那里。
another one ferf and it is down. New CEO doesn't look that great but the stock price has stabilized. P ratio is low. Some segments like Clover is still growing there. And this is really a 2027 2028 situation. If they hit some of their targets, the P ratio will be eight and the business will be growing 8 time 15. That's much better than the current stock price, but not yet. I have also updated on my research platform a little bit and now it's to see the strategy. I own it in my diversified portfolio and we'll see whether I will add more next month. So, it stays there.