Value Investing with Sven Carlin, Ph.D. 对 $META 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。
接下来是Meta Platforms（Facebook）。就Meta而言，市净率甚至低于所示水平。你在这里再次看到了链接，也有研究视频的链接。你可以点击这里。你可以在描述下方的链接中免费下载我的免费价值投资课程。
现在，经诉讼调整后的每股收益增长率为8%，要求10%的回报率，市盈率为20倍。Meta对于10%的回报率而言定价合理。如果它们在AI方面增长稍快，你可以在Meta股票上获得六倍的回报。
最坏情况下的情景，好吧，那太疯狂了。也许是3%？那太疯狂了。让我们设为5%。让我们设市盈率为15倍，以免被认为太疯狂。太多了。我喜欢人们叫我疯子，但太过分了就是太过分了。所以，在这种情景下的现值是700美元。
这意味着来自Meta的回报率约为12%左右。因此，我把它向右推一点，对应10-11%的回报率。我们将看看AI故事最终如何影响这笔投资。所以，随着价格下跌，我对它更加积极。
We have then meta platforms Facebook when it comes to meta B ratio even lower than represented. You have again it here you have the links also here to the videos of the research. So you can click also here. You can download this for free in my free value investing course in the link in description below. Now earnings per share adjusted for the lawsuits 8% growth rate 10% return P ratio of 20. Meta is fairly priced for a 10% return. If they grow a little bit faster on AI, you can make a six time return on meta stock. Worst case scenario, okay, that would be crazy. 3% perhaps. That's too crazy. Let's put 5%. Let's put a P ratio 15 just not to be called crazy. Too much. I like what people call me crazy, but too much is too much. So, present value in this scenario 700. That means 12% return something like that from meta. Therefore, I am pushing it a little bit more to the right 10 11% return. We'll see how the AI story ends up the investment. So, I'm just more positive on it as the price went lower.