Value Investing with Sven Carlin, Ph.D. 对 $LVMH 的判断变化

2026-09-14
《LVHM Stock Investing Analysis + Intrinsic Value》
LVMH 估值合理,上行空间取决于能否恢复增长;若无法恢复增长,则风险高而回报低。

一段时间以来,关于 Louis Vuitton 股票的请求很多。我们来看一下。当请求很多时,通常是因为该股较此前高点大幅下跌,而每个人都想在这只股票回到此前高点时快速让自己的钱翻倍。

a lot of requests over time for Louis Vuitton stock. Let's check it. When there are a lot of requests, it's usually because the stock is down significantly from previous highs and everybody wants just to quickly double their money if this returns to the previous highs.

在本视频中,我们将讨论这种情况发生的可能性。这总是有可能发生的。请记住这一点。市盈率处于数十年来的低位。每次它这么低的时候,都是买入这样一家公司的绝佳时机。

In this video, we're going to discuss the chances for that to happen. That can always happen. Bear that in mind. The P ratio is at multi-deade lows. Every time it was this low, it was a great time to buy a company like this.