Value Investing with Sven Carlin, Ph.D. 对 $KWEB 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。
中国互联网 ETF，这是非常有趣的东西。年初至今下跌 26%。没人喜欢中国。我们在最近的视频中也讨论了十年进程。腾讯是核心持仓。但有更重要的事情。当一个代表一篮子优秀企业的 ETF，比如中国互联网股票，在惊人的 13 年里毫无表现时，股价毫无动静。
当这种情况发生时，你知道，要么是公司有问题，要么不是，因为这些是世界上最大的公司，尤其是在中国和亚洲。规模扩张、增长、运营，这些业务在过去 15 年显著增长。股价却毫无反应。这意味着那里潜藏着某种潜力。
所以，我把它推到这里。10% 的回报率，然后看看它会走向何方，以及我如何在正在开发的研究平台上的多元化投资组合中构建它。
The China internet ETF, this is something very interesting. 26% down year to date. Nobody likes China. We have also discussed 10-centent process in a recent video. Tencent is the core holding. But there is something more important. When an ETF representing a great basket of businesses like China internet shares does nothing for a staggering 13 years. The stock price did nothing. When that happens, you know, there's something either wrong with the companies and there isn't because these are the biggest companies in the world, especially in China and consequently Asia world. Scaling, growing, working, the businesses grew significantly over the last 15 years. Nothing happened to the stock price. That means there is some potential hiding there. So, I'm pushing que here. 10% return and then let's see where it goes and how I structure it in my diversified portfolio them that I'm developing on my research platform.