M 全部观点

M 这一页 1 条观点条目,其中 0 条方向发生变化。

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Ale's World of Stocks发布 2026-09-06
Without Buffett, Berkshire is FINALLY Going All-In on AI!
$M看跌
梅西百货不适合长期投资,因为电子商务竞争(尤其是来自亚马逊的竞争)构成生存威胁,这超过了其低估值和资产基础。

这里我们已经有一只我认为是巴菲特可能会投资的那种股票,我不知道用什么词来形容,它可能足够固执,值得投资。这只股票是梅西百货,股票代码M,伯克希尔在季度内向其投入超过9000万美元,增持幅度高达142%。

Well, here we already have a stock that I think , you know, is the kind of stock that Buffett might invest in, I don't know what the right word is. It might be stubborn enough to invest in. This stock is Macy's, ticker symbol M, where Berkshire just pumped over $90 million to increase its stake by a staggering 142% during the quarter.

坦白说,在我看来,这只股票看起来像是巴菲特会喜欢的那种股票。它从账面上看非常便宜,但经营的是一项非常乏味的业务,处于我认为在实体商场零售领域正在消亡的行业部分。

Frankly, to me, this stock looks like the kind of stock Buffett would prefer. It's a very cheap stock on paper, but it carries out a very boring business in a part of the sector that I feel is dying in the realm of physical mall retail.

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