我认为LVMH。是的。CD和……这很难。这很难，因为像爱马仕是质量更好的业务。但这也可能是一把双刃剑。但是，你支付的估值，你知道，20倍市盈率对比35倍市盈率，几乎抵消了它们之间的差异。
我不知道。我可能会把它们都坚定地放在C，或者如果你想把爱马仕放高一点，我觉得那也没问题。
What you would have >> I think LVMH. Yeah. CD and >> it's tough. It's tough though because like Hermes is the is a better quality business. >> But then it could cut both ways. Well, but but then the valuation you're paying, you know, 20 times earnings versus first versus 35 times earnings almost kind of nullifies the difference between them. I I I don't know. I would probably put them both like firmly in C or or maybe if you want Hermes a little higher, I think that's fine, too.
非常合适。嗯，然后我们还有另一个评论。爱马仕至少应该是A。是的，我觉得这很难。是的，如果你谈质量，嗯，你知道，当然，A，但对我们来说，这有点主观，对吧？因为这是公司排名，最可能是我们会添加到投资组合中的。
>> Very fitting. Well, and then we had another comment. Uh, Hermes should be a at least. Yeah, I think it's tough. Yeah, if you're talking quality, um, you know, pro sure Sure. A, but for us, this is this is kind of like very subjective, right? Because it's the company's ranking most likely that we would add to the portfolio.