举个例子,我现在其实很看好Nike。Nike派发股息,股价基本处于多年低位。而且,Nike的品牌实在太强了,所以尽管他们犯了那么多错误,我认为他们终究能扭转局面。而现在的定价基本上等于假设他们永远翻不了身。
所以,我很看好它。你们知道我就是这种逆向投资者。当所有人都讨厌某个东西、所有人都把它扔掉、连洗澡水带孩子一起倒掉的时候,我反而会说:好,现在我真感兴趣了,因为所有人都讨厌它。做那个逆向者,这才是关键。
One example of that, I actually love Nike right now. Nike pays a dividend. It's at multi-deade lows basically. And again, you know, Nike has such a good brand that inevitably as many mistakes as they've made, I think they can turn it around.
And it's priced basically as if they'll never turn it around. And so, I love it. You guys know I'm a contrarian like that. When everyone else hates on something, when everyone else is throwing it out, baby out with the bathwater, I'm like, "Okay, now I'm actually interested because everyone else hates it." Be that contrarian. That's the key.