Parkev Tatevosian, CFA 对 $V 的判断变化

2026-09-02看涨
My Top 10 Stocks to Buy Right Now in September
Visa在当前水平是强劲买入标的,鉴于其竞争护城河和估值,超过监管风险。

接下来我要重点介绍的是Visa。这是一个有趣的情况,因为我计算出Visa的上涨空间仅为4%左右,我计算出的公允价值为396美元,而当前市场价格为381美元。

The next stock I'm going to highlight is Visa. And this is an interesting situation because I've only calculated an upside of about 4% for Visa as I calculated a fair value of $396 and the current market price is $381.

但Visa是世界上少数几个“名人堂”级别的企业之一,即使我能以公允价值买入Visa股票,我也会觉得自己捡到了便宜。但能以4%的折扣买入,我认为这是额外的收获,是锦上添花。

But Visa is one of the few Hall of Fame businesses in the world where I would feel like I'm getting a good deal even if I could buy Visa stock at a fair price. But to be able to buy it at a 4% discount, I think is gravy. It's icing on the cake.