Rational Investing - Cameron Stewart, CFA 对 $KO 的判断变化
所以，可口可乐在收入上超过了预期，收入130亿美元，增长6%。他们的股票看起来没有太大动静。我说过32倍，抱歉，23倍的企业价值。EBITDA对我来说似乎很贵。对于一家收入增长不大的公司来说。收益也没有太大变化。
So, Coca-Cola uh beat earnings on revenue, $13 billion in revenue, up 6%. Their stock doesn't look like it's doing too much. I said it was a 32% uh, excuse me, 20 23 times enterprise value. EPIDA seems rich to me. Uh, for a company that largely isn't really growing revenue all that much. Earnings not doing a whole lot.
看看这周可口可乐的。
see what uh this week CocaCola for.
你知道，沃尔玛可以向零售客户收取稍微小一点、更低的价格，因为可口可乐付钱给沃尔玛，让可口可乐在沃尔玛的应用程序上提升排名，这有助于可口可乐给我们更便宜的价格。
You know, they can Walmart can charge a little bit smaller, lower price to the retail customer because Coca-Cola is paying Walmart to bump up the Coca-Cola listing on their app and that helps Coke give us cheaper prices.