【Financial Education】4月必买的5只潜力股：豪掷4.5万美金

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我现在要展示给你们看的

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这就是纳斯达克指数

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自去年十月二十点二五创下高点以来约六个月

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纳斯达克下跌了8点

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下跌6%

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本周早些时候一度下跌13%

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英伟达同期下跌14%

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AMD同期下跌16%

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特斯拉下跌21%

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Palantir下跌25%

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Sofa下跌近49%

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Robinhood下跌52.53%

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Hymns下跌60%

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Dualingo小恐龙下跌65%

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你们看到的都是非常热门的股票

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现在市场正在猛烈砸盘

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没错

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这就是我所说的

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折扣期

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我超爱

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这是我最喜欢的买入时机

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当你能获得大幅折扣时

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看到一波又一波股票被砸

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有些人选择逃离

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有些人理解游戏背后的数学

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在市场波动中你能获得最佳定价

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好的

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在今天的视频中

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我们将介绍五只现在买入的股票

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2023年4月26日版

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今天视频将涵盖三只高增长股票

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我将分享这些股票

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为什么我对它们未来几年充满期待

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同时视频还将涵盖两只分红价值型股票

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我只需要你们一件事

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这个视频

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这些视频总是需要最长时间准备

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如果你们能给我点个赞

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点个赞

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图标

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这对我来说意义重大

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这是我请求你们的全部回报

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兄弟

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我一整天都在为你们准备这个视频

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希望你们能理解

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感谢你们的陪伴

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另外

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请订阅频道

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我们已有九十二万两千订阅者

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现在在主频道

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这五只股票中的第一只是 Celsius Holdings

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这是一只高增长股票

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这是过去五年的表现

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Celsius 股价上涨91%，而标普500指数上涨59%

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这只股票显著跑赢标普500指数

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过去五年期间

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今年以来该股表现低迷

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我们不妨称之为惨不忍睹

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看看这个

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标普500指数迄今已下跌4%

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今年以来至今

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与此同时 Celsius 股价今年以来已下跌近29%

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现在简直惨烈至极

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Celsius

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如果你不了解他们生产非常流行的能量饮料

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即使你不喝能量饮料

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你也应该听说过 Celsius

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因为你之前在商店见过它

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你知道的

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那些喝 Celsius 的人

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非常非常受欢迎

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能量饮料在健身圈

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在健身房群体中也很流行

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同样在健身房群体中

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嗯

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比历史产品更受欢迎

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比如红牛

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比如怪兽

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这类产品

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好的

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这就是他们的主打品牌

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现在他们拥有这个品牌

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Alani

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他们大约一年前收购了这个品牌

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Alani 已成为快速增长的品牌

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尤其是在过去几年的美国市场

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它突然崛起并变得非常流行

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你也可能听说过这个品牌

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Alani 更侧重女性群体

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然后他们最近从百事公司收购了

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不久前

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Rockstar

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能量

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Rockstar

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Rockstar 能量饮料多年前已被百事收购

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百事无法推动该品牌增长

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因此 Celsius 收购了它

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我们将看看他们能如何发展这个品牌

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但这是一个更具历史的品牌

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更多与红牛和怪兽竞争，而 Celsius 和 Alani 更侧重在此领域

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就像健身社区之类的东西

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好的，现在看看 Celsius 的营收

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天啊

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这家公司早在2019年

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年营收就达到了7500万美元

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看看他们去年的表现超过25%

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但达到了十亿美元

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这是商业史上罕见的增长

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我说

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这相当于从

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你知道的

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没人听说过你

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从一家小公司到

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像大公司一样

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没错

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今年营收两百五十亿美元

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他们应该

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你知道的

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轻松做到三千亿

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甚至可能接近四百亿美元营收

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我们现在正处于

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没错

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不

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关于 Celsius 的关键点

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这就是股票如此吸引人的原因

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目前的情况是

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它被严重低估了

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福特股价现在约二十美元

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如果 Celsius 成长缓慢或停滞

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二十美元还算合理

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但作为高增长公司

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24倍市盈率太低了

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尤其是这家公司仍处于盈利周期早期

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你甚至还没看到利润率

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十年后才会显现

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如果看当前营收增长

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分析师预计明年增长37%

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约10%

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我预计 Celsius 将保持两位数增长

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至少在本十年剩余时间

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很可能延续至2030年代

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我非常了解这个领域

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原因在于

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很久以前

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我曾投资过一家叫 Hanson's Natural Beverage 的公司

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后来它变成了 Monster Energy

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因此 Celsius 是一家

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未来长期能保持两位数增长的公司

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尤其是国际扩张方面

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天啊

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可信的

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他们拥有什么

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呃

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你知道这是一个长期机会吗

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你得问问自己

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为什么这只股票今年下跌这么多

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就像下跌了近30%

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P500只跌了4%

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怎么回事啊

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这里到底发生了什么

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估值超级便宜24倍市盈率

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到底怎么回事呢

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这就是发生的事情

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Celsius约10%的业务来自Costco

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大致来自Costco

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Costco

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大家最爱的Costco

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现在

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Costco最近推出了一款能量饮料，被视为竞争对手

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与Celsius等产品竞争

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比如Ani等产品

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就是这样对吧

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这款产品售价不到一美元

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一听装的价格是Celsius定价

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现在

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人们非常担忧因为

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天啊

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Celsius约10%的业务来自Costco

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而Costco推出了自有能量饮料品牌

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大家担心的是

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你知道的

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可能会影响来自Costco的营收

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没错

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如果一半的常客

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开始购买Costco的能量饮料

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对

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这可能损害营收

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因为10%的营收来自Costco

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所以有这样的担忧对吧

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而Celsius每听售价超1.5美元

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显然他们大幅降价

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我们对比的是1美元以下 vs 1.5美元以上

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这引出了更大的问题

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对啊我得问自己

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为什么人们喝可口可乐

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可口可乐

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我在Smith网站查到

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属于Kroger旗下

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呃

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三美元四十九美分

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这就是两升可乐的价格

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当你完全可以买个大蛋糕

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两升可乐两块五，对吧

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为什么要喝

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为什么要喝可乐

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你直接买大K就行

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你去

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两块五没错

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无糖百事可乐

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为什么要选无糖百事

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两升装要花你三美元四十九美分

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当你只需两块五就能买到大K无糖可乐

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所以你得问自己这些问题

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比如什么什么

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为什么有人要为东西花钱呢

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品牌差异至关重要

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尤其是在饮料领域

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但总体而言

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人们愿意为品牌买单

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这是消费心理

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就是这样

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那些营销费用没白花

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你从小看到的那些广告

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从你出生起就为百事和可口可乐做宣传

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现在效果非常好

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但这不意味着每个人只喝百事或可口

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如果他们喝汽水

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很多人会喝

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你知道的

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大K或者沃尔玛自有品牌

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高性价比品牌是

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而且你知道的

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Trader Joe's

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以及各种这类品牌

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但必须明白可口和百事仍有庞大市场

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这就是现在人们喝的

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即使多年来的仿冒品牌层出不穷

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包括可口可乐曾与百事竞争

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强劲竞争对手

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还要与德芙竞争

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重要竞争对手

242
00:07:41,810 --> 00:07:43,589
还有那些仿冒品牌

243
00:07:43,589 --> 00:07:49,699
几乎所有零售店都有，甚至像1975年的可口可乐

244
00:07:49,699 --> 00:07:52,920
去年营收略超两亿美元

245
00:07:52,920 --> 00:07:53,720
他们做到了约四

246
00:07:53,720 --> 00:07:54,160
八

247
00:07:54,160 --> 00:07:57,199
十亿美元营收

248
00:07:57,199 --> 00:07:59,160
有趣的是他们依然表现良好

249
00:07:59,160 --> 00:08:00,339
尽管面临各种乱象

250
00:08:00,339 --> 00:08:03,540
可口可乐1975年的净利润略少

251
00:08:03,540 --> 00:08:05,399
超过两亿美元

252
00:08:05,399 --> 00:08:08,620
可口可乐去年的净利润超过十三

253
00:08:08,620 --> 00:08:10,959
但十亿美元

254
00:08:10,959 --> 00:08:13,069
对吧，所以是的

255
00:08:13,069 --> 00:08:14,769
人们会压低价格

256
00:08:14,769 --> 00:08:19,350
但这并不意味着成功品牌会因此受损

257
00:08:19,350 --> 00:08:19,730
没错

258
00:08:19,730 --> 00:08:20,810
必须挺过这一关

259
00:08:20,810 --> 00:08:21,629
这就是竞争

260
00:08:21,629 --> 00:08:23,009
这就是游戏规则

261
00:08:23,009 --> 00:08:25,889
害怕这一点有点可笑

262
00:08:25,889 --> 00:08:26,829
在我看来

263
00:08:26,829 --> 00:08:28,189
就像你认为

264
00:08:28,189 --> 00:08:28,769
你认为

265
00:08:28,769 --> 00:08:33,639
Costco推出饮料将成为最后一家与Celsius竞争的公司

266
00:08:33,639 --> 00:08:37,259
不，会有百万家公司涌入能量饮料市场

267
00:08:37,259 --> 00:08:40,379
就像过去无数公司曾试图在碳酸饮料领域竞争

268
00:08:40,379 --> 00:08:41,940
最终人们会放弃

269
00:08:41,940 --> 00:08:43,600
并意识到这太难了

270
00:08:43,600 --> 00:08:47,129
没错，现在我们可能到了那个阶段

271
00:08:47,129 --> 00:08:49,730
人们开始放弃这个领域

272
00:08:49,730 --> 00:08:50,429
这就像

273
00:08:50,429 --> 00:08:51,309
这就是现实对吧

274
00:08:51,309 --> 00:08:51,789
因为你不

275
00:08:51,789 --> 00:08:54,490
你几乎看不到新碳酸饮料品牌推出

276
00:08:54,490 --> 00:08:55,590
如今非常罕见

277
00:08:55,590 --> 00:08:58,529
现在是三强争霸

278
00:08:58,529 --> 00:08:59,529
这非常重要

279
00:08:59,529 --> 00:09:00,649
大家都要注意

280
00:09:00,649 --> 00:09:01,250
这关系到

281
00:09:01,250 --> 00:09:04,490
Celsius在行业中的定位和长期机会

282
00:09:04,490 --> 00:09:04,730
好的

283
00:09:04,730 --> 00:09:05,629
听着

284
00:09:05,629 --> 00:09:08,509
现在能量饮料领域是三强争霸

285
00:09:08,509 --> 00:09:10,669
就像碳酸饮料市场一样

286
00:09:10,669 --> 00:09:11,289
没错

287
00:09:11,289 --> 00:09:12,509
而这三者

288
00:09:12,509 --> 00:09:15,690
竞争中的三巨头是红牛

289
00:09:15,690 --> 00:09:17,809
Monster和Celsius

290
00:09:17,809 --> 00:09:18,519
好的

291
00:09:18,519 --> 00:09:19,759
其他公司

292
00:09:19,759 --> 00:09:20,600
根本不重要

293
00:09:20,600 --> 00:09:23,559
在这个品类中基本无关紧要

294
00:09:23,559 --> 00:09:25,240
并不意味没有其他品牌

295
00:09:25,240 --> 00:09:26,179
只是无关紧要

296
00:09:26,179 --> 00:09:29,259
现在是三大巨头

297
00:09:29,259 --> 00:09:32,759
未来十年将决定谁胜出

298
00:09:32,759 --> 00:09:33,080
就像

299
00:09:33,080 --> 00:09:35,159
谁将成为能量饮料界的可口可乐

300
00:09:35,159 --> 00:09:36,200
谁将成为百事可乐

301
00:09:36,200 --> 00:09:37,440
谁将成为德雷珀佩珀

302
00:09:37,440 --> 00:09:38,960
这场比赛尚未尘埃落定

303
00:09:38,960 --> 00:09:42,610
我们现在到了能看清赛道三强的时刻

304
00:09:42,610 --> 00:09:43,090
现在

305
00:09:43,090 --> 00:09:45,509
这场竞争将在未来十年展开

306
00:09:45,509 --> 00:09:49,460
现在拥有某些市场份额的企业

307
00:09:49,460 --> 00:09:52,559
不要指望十年后仍保持优势

308
00:09:52,559 --> 00:09:57,879
接下来这些公司只需维持现有份额即可

309
00:09:57,879 --> 00:09:59,960
我们现在正式进入竞争阶段

310
00:09:59,960 --> 00:10:01,039
在三大阵营之间

311
00:10:01,039 --> 00:10:03,580
接下来十年他们将直接对抗

312
00:10:03,580 --> 00:10:05,259
没错最终胜出者会是

313
00:10:05,259 --> 00:10:07,240
有人将成为太空领域的可口可乐

314
00:10:07,240 --> 00:10:08,340
最大的那个没错

315
00:10:08,340 --> 00:10:10,259
成为第二名的百事可乐

316
00:10:10,259 --> 00:10:12,139
有人将成为第三名的德雷珀佩珀

317
00:10:12,139 --> 00:10:13,080
那个小角色没错

318
00:10:13,080 --> 00:10:14,019
我们还不清楚

319
00:10:14,019 --> 00:10:14,840
目前阶段

320
00:10:14,840 --> 00:10:15,159
没错

321
00:10:15,159 --> 00:10:17,318
我已经将筹码摆上桌面

322
00:10:17,318 --> 00:10:20,178
我认为下一个可口可乐会是

323
00:10:20,178 --> 00:10:21,318
以及这个品牌

324
00:10:21,318 --> 00:10:21,778
没错

325
00:10:21,778 --> 00:10:24,318
为什么我这么认为呢

326
00:10:24,318 --> 00:10:25,818
你需要理解其中关键

327
00:10:25,818 --> 00:10:28,058
好的是红牛

328
00:10:28,058 --> 00:10:29,019
他们的核心人物

329
00:10:29,019 --> 00:10:30,899
他已经去世多年了

330
00:10:30,899 --> 00:10:31,759
好的

331
00:10:31,759 --> 00:10:34,259
真正推动红牛成长的人

332
00:10:34,259 --> 00:10:34,679
你知道的

333
00:10:34,679 --> 00:10:36,750
自公司成立以来

334
00:10:36,750 --> 00:10:37,110
嗯

335
00:10:37,110 --> 00:10:41,149
两位真正带领公司创造巨头的先生

336
00:10:41,149 --> 00:10:41,629
没错

337
00:10:41,629 --> 00:10:44,809
其中一位开始逐渐退居二线

338
00:10:44,809 --> 00:10:46,269
这两位先生

339
00:10:46,269 --> 00:10:46,850
你知道的

340
00:10:46,850 --> 00:10:48,370
都接近八十岁了

341
00:10:48,370 --> 00:10:49,250
或左右年龄

342
00:10:49,250 --> 00:10:52,620
大致如此而另一位

343
00:10:52,620 --> 00:10:53,200
你知道的

344
00:10:53,200 --> 00:10:56,250
我也不会惊讶他会在未来几年退休

345
00:10:56,250 --> 00:10:57,629
所以Monster

346
00:10:57,629 --> 00:11:00,009
带领公司发展的两位核心人物是

347
00:11:00,009 --> 00:11:00,490
你知道的

348
00:11:00,490 --> 00:11:03,558
最终他们即将退出舞台

349
00:11:03,558 --> 00:11:04,339
关于这一点

350
00:11:04,339 --> 00:11:05,899
他们正处于职业生涯末期

351
00:11:05,899 --> 00:11:07,379
基本上现在就是这样

352
00:11:07,379 --> 00:11:08,259
与此同时约翰

353
00:11:08,259 --> 00:11:13,078
自2018年以来一直领导 Celsius 的那位先生

354
00:11:13,078 --> 00:11:14,918
他接手这家公司时

355
00:11:14,918 --> 00:11:15,519
当他加入时

356
00:11:15,519 --> 00:11:18,178
他们每年的营收达数千万美元

357
00:11:18,178 --> 00:11:22,539
如今他们的年营收已达到数十亿美元

358
00:11:22,539 --> 00:11:24,960
所以我打算押注在

359
00:11:24,960 --> 00:11:29,830
不仅是一家我认为未来十年可能成为最大品牌的公司

360
00:11:29,830 --> 00:11:32,259
还有这位 CEO

361
00:11:32,259 --> 00:11:35,139
谁能在未来十年赢得这场竞争

362
00:11:35,139 --> 00:11:37,490
因为现在已有三匹马在赛跑

363
00:11:37,490 --> 00:11:39,970
但红牛已经失去了他们的领军人物

364
00:11:39,970 --> 00:11:41,169
对吧，哦

365
00:11:41,169 --> 00:11:44,240
天啊，开着宝马在街上飞驰

366
00:11:44,240 --> 00:11:46,409
还有 Monster

367
00:11:46,409 --> 00:11:47,970
这两位先生做得非常出色

368
00:11:47,970 --> 00:11:49,389
他们只是非常非常老了

369
00:11:49,389 --> 00:11:51,149
非常年长

370
00:11:51,149 --> 00:11:51,370
好的

371
00:11:51,370 --> 00:11:52,110
我不说他们老

372
00:11:52,110 --> 00:11:53,049
只是年事已高

373
00:11:53,049 --> 00:11:53,289
好吧

374
00:11:53,289 --> 00:11:54,318
我会委婉点说

375
00:11:54,318 --> 00:11:56,578
所以约翰正处于他的

376
00:11:56,578 --> 00:11:57,139
你知道的

377
00:11:57,139 --> 00:11:59,700
未来十年事业巅峰期

378
00:11:59,700 --> 00:12:01,580
这就是你需要的领导者

379
00:12:01,580 --> 00:12:03,750
像处于事业黄金期的人

380
00:12:03,750 --> 00:12:06,309
我认为 Celsius 最终会胜出

381
00:12:06,309 --> 00:12:07,750
即使他们没有

382
00:12:07,750 --> 00:12:10,049
仍可能成为极其成功的投资

383
00:12:10,049 --> 00:12:10,669
你知道的

384
00:12:10,669 --> 00:12:12,460
毕竟

385
00:12:12,460 --> 00:12:17,019
假设过去三十年四十年你买了百事可乐而非可口可乐

386
00:12:17,019 --> 00:12:18,370
假设你错了

387
00:12:18,370 --> 00:12:22,009
而可口可乐最终仍是主导品牌

388
00:12:22,009 --> 00:12:25,529
百事可乐多年来仍是优质投资

389
00:12:25,529 --> 00:12:26,889
这就是需要记住的

390
00:12:26,889 --> 00:12:27,210
好的

391
00:12:27,210 --> 00:12:27,610
好的

392
00:12:27,610 --> 00:12:30,320
各位在讨论这五只股票之前

393
00:12:30,320 --> 00:12:31,120
我要告诉大家

394
00:12:31,120 --> 00:12:33,399
我两周前创建了一个工作坊

395
00:12:33,399 --> 00:12:36,889
这是一个从首五万美元到百万美元的免费工作坊

396
00:12:36,889 --> 00:12:40,830
以及如何正确构建和管理投资组合

397
00:12:40,830 --> 00:12:42,309
这是一个35分钟的工作坊

398
00:12:42,309 --> 00:12:44,089
能极大帮助你们

399
00:12:44,089 --> 00:12:46,568
这是今天置顶的评论

400
00:12:46,568 --> 00:12:47,288
今天在这里

401
00:12:47,288 --> 00:12:48,489
这是主要的置顶评论

402
00:12:48,489 --> 00:12:50,639
务必再次参加这次工作坊以获取优势

403
00:12:50,639 --> 00:12:50,879
完全免费

404
00:12:50,879 --> 00:12:52,139
你可以通过邮件发送

405
00:12:52,139 --> 00:12:52,620
通过短信

406
00:12:52,620 --> 00:12:53,639
无论你想如何接收

407
00:12:53,639 --> 00:12:55,980
我觉得你们会从中获得很大价值

408
00:12:55,980 --> 00:12:56,799
好吧已经够了

409
00:12:56,799 --> 00:12:57,980
这五只股票中的第二只

410
00:12:57,980 --> 00:13:00,700
就是这只

411
00:13:00,700 --> 00:13:02,000
它被称为惊人表现

412
00:13:02,000 --> 00:13:03,240
我称之为惊人表现

413
00:13:03,240 --> 00:13:04,100
这就是亚马逊

414
00:13:04,100 --> 00:13:04,519
好的

415
00:13:04,519 --> 00:13:06,360
看看这个挺令人震惊的

416
00:13:06,360 --> 00:13:07,279
我认为对很多人来说

417
00:13:07,279 --> 00:13:11,019
如果我告诉你过去五年亚马逊的表现

418
00:13:11,019 --> 00:13:12,500
亚马逊在标普500指数中

419
00:13:12,500 --> 00:13:14,599
我认为几乎任何人都会说

420
00:13:14,599 --> 00:13:18,399
亚马逊必须在五年内超越标普500指数

421
00:13:18,399 --> 00:13:18,979
这太疯狂了

422
00:13:18,979 --> 00:13:19,958
如果它做不到的话

423
00:13:19,958 --> 00:13:20,918
就是亚马逊

424
00:13:20,918 --> 00:13:22,129
我们在这里讨论的

425
00:13:22,129 --> 00:13:25,759
猜猜亚马逊被碾压了

426
00:13:26,080 --> 00:13:28,519
过去五年表现不及标普的一半

427
00:13:28,519 --> 00:13:30,100
并且过去五年标普500指数

428
00:13:30,100 --> 00:13:36,000
简单说就是亚马逊股票五年来表现糟糕

429
00:13:36,000 --> 00:13:39,700
回顾过去五年业务发展

430
00:13:39,700 --> 00:13:41,429
它处于比以往更好的状态

431
00:13:41,429 --> 00:13:43,370
但股价却表现糟糕

432
00:13:46,990 --> 00:13:48,879
我可以告诉你的是今年以来

433
00:13:48,879 --> 00:13:50,559
亚马逊表现落后

434
00:13:50,559 --> 00:13:51,320
标普500指数下跌

435
00:13:51,320 --> 00:13:52,600
今年以来下跌4%

436
00:13:52,600 --> 00:13:55,240
亚马逊今年以来下跌超7%

437
00:13:55,240 --> 00:13:57,210
我了解亚马逊的一点是

438
00:13:57,210 --> 00:13:58,750
他们拥有众多不同业务

439
00:13:58,750 --> 00:14:00,710
确实有很多不同业务

440
00:14:00,710 --> 00:14:03,429
但他们有三大核心业务

441
00:14:03,429 --> 00:14:04,049
好的

442
00:14:04,049 --> 00:14:05,009
三头并进

443
00:14:05,009 --> 00:14:06,049
巨龙

444
00:14:06,049 --> 00:14:08,019
其中之一是电商业务

445
00:14:08,019 --> 00:14:08,799
我们都很清楚

446
00:14:08,799 --> 00:14:09,860
我认为

447
00:14:09,860 --> 00:14:11,480
大多数观看此视频的人

448
00:14:11,480 --> 00:14:13,299
你可能在亚马逊购物

449
00:14:13,299 --> 00:14:14,580
也许每周都这样

450
00:14:14,580 --> 00:14:16,139
你们中有些人可能每月一次

451
00:14:16,139 --> 00:14:16,559
对吧

452
00:14:16,559 --> 00:14:18,950
但几乎每个人都会在亚马逊下单

453
00:14:18,950 --> 00:14:21,230
这是他们的主要业务之一

454
00:14:21,230 --> 00:14:23,950
AWS现在是他们最重要的业务

455
00:14:23,950 --> 00:14:25,649
这对公司来说甚至更重要

456
00:14:25,649 --> 00:14:25,929
E

457
00:14:25,929 --> 00:14:30,750
Com虽然你知道到处都能看到亚马逊的货车

458
00:14:30,750 --> 00:14:31,750
你在亚马逊下单买东西

459
00:14:31,750 --> 00:14:31,990
你可能

460
00:14:31,990 --> 00:14:34,350
你可能会觉得电商肯定是最大业务

461
00:14:34,350 --> 00:14:37,070
不，AWS更重要得多

462
00:14:37,070 --> 00:14:38,389
公司的利润

463
00:14:39,590 --> 00:14:43,350
最终公司的估值实际上电商业务如此

464
00:14:43,350 --> 00:14:46,049
亚马逊的核心是AWS最重要

465
00:14:46,049 --> 00:14:49,559
他们的广告业务也能从电商侧赚钱

466
00:14:49,559 --> 00:14:50,399
广告业务

467
00:14:50,399 --> 00:14:51,460
广告业务

468
00:14:51,460 --> 00:14:55,759
现在他们收购了NFL赛事和其他体育比赛

469
00:14:55,759 --> 00:14:57,399
对以及其他节目和活动

470
00:14:57,399 --> 00:14:59,000
广告业务增长巨大

471
00:14:59,000 --> 00:15:02,070
这是一个盈利很强的板块

472
00:15:02,070 --> 00:15:03,529
广告业务没错

473
00:15:03,529 --> 00:15:08,009
这三个业务在未来几十年都将持续增长

474
00:15:08,009 --> 00:15:08,860
不像

475
00:15:08,860 --> 00:15:09,320
哦

476
00:15:09,320 --> 00:15:11,080
这些只是当前热门业务对吧

477
00:15:11,080 --> 00:15:13,980
未来十年二十年都是热门

478
00:15:13,980 --> 00:15:15,740
这些业务真的很棒

479
00:15:15,740 --> 00:15:16,340
现在

480
00:15:16,340 --> 00:15:18,100
我们看看千倍股网站

481
00:15:18,100 --> 00:15:18,700
现在

482
00:15:18,700 --> 00:15:21,590
看过去十二个月的营收

483
00:15:21,590 --> 00:15:23,049
这不是完美吗

484
00:15:23,049 --> 00:15:25,409
这就是公司应有的表现

485
00:15:25,409 --> 00:15:31,220
亚马逊正展示出持续强劲的营收增长

486
00:15:31,220 --> 00:15:35,330
多数季度营收增长超10%

487
00:15:35,330 --> 00:15:36,549
看每股收益

488
00:15:36,549 --> 00:15:37,389
这就是当前情况

489
00:15:37,389 --> 00:15:38,269
过去十二个月

490
00:15:38,269 --> 00:15:43,230
这就是该公司每股收益的预期走势

491
00:15:43,230 --> 00:15:45,169
为什么股价表现这么差

492
00:15:45,169 --> 00:15:47,350
尽管营收和每股收益

493
00:15:47,350 --> 00:15:48,870
这些指标表现惊人

494
00:15:48,870 --> 00:15:49,730
看运营

495
00:15:49,730 --> 00:15:51,129
看运营现金流

496
00:15:51,129 --> 00:15:52,509
比以往任何时候都高

497
00:15:52,509 --> 00:15:53,110
你说

498
00:15:53,110 --> 00:15:54,610
为什么股价这么差

499
00:15:54,610 --> 00:15:57,059
对阵P五百万，好吧

500
00:15:57,059 --> 00:15:59,220
这只股票过去价格极其昂贵

501
00:15:59,220 --> 00:16:01,120
在十二个月滚动周期

502
00:16:01,120 --> 00:16:01,600
基于P比率

503
00:16:01,600 --> 00:16:02,539
基于前瞻P比率

504
00:16:02,539 --> 00:16:04,730
曾经是一只非常昂贵的股票

505
00:16:04,730 --> 00:16:06,690
那些日子已经过去了

506
00:16:06,690 --> 00:16:07,789
亚马逊是一家非常

507
00:16:07,789 --> 00:16:09,129
我认为是低价股票

508
00:16:09,129 --> 00:16:11,269
尤其是考虑到亚马逊的增长率

509
00:16:11,269 --> 00:16:13,190
因此以最低价位买入股票

510
00:16:13,190 --> 00:16:14,909
几乎可以永远买到

511
00:16:14,909 --> 00:16:16,149
正在分析千倍市盈率股票

512
00:16:16,149 --> 00:16:16,309
点

513
00:16:16,309 --> 00:16:18,769
科技股历史P比率走势如图所示

514
00:16:18,769 --> 00:16:20,690
因此当前股票实际上很便宜

515
00:16:20,690 --> 00:16:23,120
尤其是与历史增长率相比

516
00:16:23,120 --> 00:16:23,519
你知道的

517
00:16:23,519 --> 00:16:26,200
当市盈率达到一百九十倍时

518
00:16:26,200 --> 00:16:27,299
这只股票就变得昂贵

519
00:16:27,299 --> 00:16:31,700
没错，这要告诫那些喜欢买股票的人

520
00:16:31,700 --> 00:16:34,379
当他们持有百倍、二百倍、三百倍市盈率

521
00:16:34,379 --> 00:16:35,779
必须理解

522
00:16:35,779 --> 00:16:38,580
一只股票可能持续五到十年

523
00:16:38,580 --> 00:16:40,220
表现甚至不如市盈率

524
00:16:40,220 --> 00:16:43,029
五百倍市盈率甚至不如纳斯达克

525
00:16:43,029 --> 00:16:47,110
记住仅仅买入优质企业

526
00:16:47,110 --> 00:16:49,629
并不保证五年十年能获利

527
00:16:49,629 --> 00:16:53,589
必须以合理估值买入优质高增长企业

528
00:16:53,589 --> 00:16:56,509
我认为亚马逊将碾压标普500

529
00:16:58,389 --> 00:17:03,940
这得益于当时低价估值与当前增长

530
00:17:03,940 --> 00:17:05,799
他们仍有大量增长空间

531
00:17:05,799 --> 00:17:08,929
但估值并不吸引人

532
00:17:08,929 --> 00:17:11,568
当时估值并不吸引人对吧

533
00:17:11,568 --> 00:17:12,308
再次强调

534
00:17:12,308 --> 00:17:15,450
运营现金流创历史新高看AWS

535
00:17:15,450 --> 00:17:18,170
AWS正处于激动人心的时刻

536
00:17:18,170 --> 00:17:20,569
AWS业务从十七%增长

537
00:17:20,569 --> 00:17:21,349
到十七点

538
00:17:21,349 --> 00:17:23,559
五%到二十%再到二十四%

539
00:17:23,559 --> 00:17:25,059
这就是你要看到的

540
00:17:25,059 --> 00:17:27,579
亚马逊正在疯狂投入

541
00:17:27,579 --> 00:17:31,880
但需看到AWS的强劲增长

542
00:17:31,880 --> 00:17:32,279
现在

543
00:17:32,279 --> 00:17:33,000
请记住

544
00:17:33,000 --> 00:17:34,200
这一点非常重要

545
00:17:34,200 --> 00:17:34,500
好的

546
00:17:34,500 --> 00:17:37,569
注意亚马逊正在大肆支出

547
00:17:37,569 --> 00:17:41,420
我指的是绝对惊人的资本开支

548
00:17:41,420 --> 00:17:46,109
我的意思是，我们今年可能在讨论高达两百亿美元的金额

549
00:17:46,789 --> 00:17:49,509
对亚马逊来说的好消息是

550
00:17:49,509 --> 00:17:52,960
这始终是一个资本支出极其庞大的业务

551
00:17:52,960 --> 00:17:54,619
从电商业务板块来看

552
00:17:54,619 --> 00:17:56,759
以及你看到的那些巨型仓库

553
00:17:56,759 --> 00:17:57,839
遍布美国全境

554
00:17:57,839 --> 00:17:59,079
遍布全球各地

555
00:17:59,079 --> 00:18:02,220
他们多年来购置的所有飞机

556
00:18:02,220 --> 00:18:06,380
所有在各地穿梭的亚马逊货车

557
00:18:06,380 --> 00:18:07,299
没错

558
00:18:07,299 --> 00:18:10,150
所有的AWS数据中心

559
00:18:10,150 --> 00:18:13,710
这始终是一家资本支出极重的公司

560
00:18:13,710 --> 00:18:15,950
其资本支出强度比以往任何时候都更重

561
00:18:15,950 --> 00:18:17,670
但这是始终存在的

562
00:18:17,670 --> 00:18:21,670
这与Meta、谷歌和微软有所不同

563
00:18:21,670 --> 00:18:25,019
这类公司一直更轻资产

564
00:18:25,019 --> 00:18:26,900
现在正转变为重资产模式

565
00:18:26,900 --> 00:18:30,000
因此他们正面临严峻的估值压力

566
00:18:30,000 --> 00:18:33,079
没错，AWS一直是一家重资本支出公司

567
00:18:33,079 --> 00:18:35,839
他们几十年来一直面临这样的问题

568
00:18:35,839 --> 00:18:37,519
你们为什么在这些项目上投入这么多

569
00:18:37,519 --> 00:18:39,319
我们确定能获得回报吗

570
00:18:39,319 --> 00:18:40,240
这类质疑

571
00:18:40,240 --> 00:18:40,440
好的

572
00:18:40,440 --> 00:18:43,569
这是需要深刻理解并牢记的重要点

573
00:18:43,569 --> 00:18:44,670
关于AWS

574
00:18:44,670 --> 00:18:46,509
以及亚马逊整体业务

575
00:18:46,509 --> 00:18:47,849
目前

576
00:18:47,849 --> 00:18:50,269
亚马逊是公开市场第三大市值股票

577
00:18:50,269 --> 00:18:52,369
目前市值达107000美元

578
00:18:52,369 --> 00:18:53,329
上涨48.4%

579
00:18:53,329 --> 00:18:54,740
至今涨幅达9%

580
00:18:54,740 --> 00:18:57,039
我想进一步增持该股票

581
00:18:57,039 --> 00:18:59,230
这仍然是绝佳投资

582
00:18:59,230 --> 00:19:00,609
对于长期投资者而言

583
00:19:03,369 --> 00:19:04,289
可能涨至180美元

584
00:19:04,289 --> 00:19:05,190
也可能涨至280美元

585
00:19:05,190 --> 00:19:06,400
谁知道呢

586
00:19:07,819 --> 00:19:11,819
这将是远高于当前的股票，且持续增长

587
00:19:11,819 --> 00:19:13,759
而令人欣喜的是

588
00:19:13,759 --> 00:19:16,660
他们拥有多个将持续增长的业务板块

589
00:19:16,660 --> 00:19:19,079
未来十年二十年

590
00:19:19,079 --> 00:19:20,880
你根本无需担忧

591
00:19:20,880 --> 00:19:22,279
电商业务将持续增长

592
00:19:22,279 --> 00:19:22,880
你甚至无需

593
00:19:22,880 --> 00:19:24,569
只需安心持有即可

594
00:19:24,569 --> 00:19:25,670
同样适用于AWS

595
00:19:25,670 --> 00:19:26,849
同样适用于广告业务

596
00:19:26,849 --> 00:19:27,789
这太美了对吧

597
00:19:27,789 --> 00:19:29,250
我在公开账户中持有的唯一仓位

598
00:19:29,250 --> 00:19:29,809
那些更大的

599
00:19:29,809 --> 00:19:31,509
是AMD和Meta对吧

600
00:19:31,509 --> 00:19:34,659
要在公开账户中持有如此大的仓位

601
00:19:34,659 --> 00:19:37,440
我必须非常非常信任你

602
00:19:37,440 --> 00:19:40,000
而且你的风险回报必须非常非常吸引人

603
00:19:40,000 --> 00:19:43,099
这就是我们明显看到的亚马逊表现

604
00:19:43,099 --> 00:19:43,700
女士们先生们

605
00:19:43,700 --> 00:19:45,799
你们准备好下一个了吗

606
00:19:45,799 --> 00:19:47,740
这里这五只股票中的第三只

607
00:19:47,740 --> 00:19:50,640
这是一家高增长公司

608
00:19:50,640 --> 00:19:52,079
非常高速增长的公司

609
00:19:52,079 --> 00:19:54,240
Elf Beauty所以Elf

610
00:19:54,240 --> 00:19:55,259
我们在这里称它为

611
00:19:55,259 --> 00:19:56,420
圣诞小精灵

612
00:19:56,420 --> 00:19:59,160
Elf在过去五年上涨了119%

613
00:19:59,160 --> 00:20:02,059
而标普500上涨了59%

614
00:20:02,059 --> 00:20:06,769
其表现显著超越标普500两倍以上

615
00:20:06,769 --> 00:20:08,160
不过啰嗦一下

616
00:20:08,160 --> 00:20:10,900
看看今年以来的表现

617
00:20:10,900 --> 00:20:12,640
我们称之为跌下货架

618
00:20:12,640 --> 00:20:13,119
好的

619
00:20:13,119 --> 00:20:15,119
标普500年内下跌4%

620
00:20:15,119 --> 00:20:17,119
Elf跌了2.1%

621
00:20:17,119 --> 00:20:19,359
它确实跌下货架了

622
00:20:19,359 --> 00:20:20,099
现在

623
00:20:20,099 --> 00:20:23,380
我昨天在频道里做了一期视频

624
00:20:23,380 --> 00:20:26,980
标题是这只股票有惊人的长期潜力

625
00:20:26,980 --> 00:20:28,849
这是一段两分钟视频

626
00:20:28,849 --> 00:20:33,369
那视频中15到20分钟专门讲Elf股票

627
00:20:33,369 --> 00:20:38,049
我不想重复我的Elf看多理由

628
00:20:38,049 --> 00:20:39,569
好的当我刚做视频时

629
00:20:39,569 --> 00:20:41,279
就在一天前关于这只股票

630
00:20:41,279 --> 00:20:44,299
如果你想深入了解Elf股票

631
00:20:44,299 --> 00:20:45,680
观看这个视频

632
00:20:45,680 --> 00:20:46,119
这个

633
00:20:46,119 --> 00:20:47,420
这只股票潜力惊人

634
00:20:47,420 --> 00:20:48,220
长期潜力巨大

635
00:20:48,220 --> 00:20:49,019
缩略图写着

636
00:20:49,019 --> 00:20:49,660
买入所有股份

637
00:20:49,660 --> 00:20:52,138
接下来四到五天内买入并享受

638
00:20:52,138 --> 00:20:53,298
好的现在

639
00:20:53,298 --> 00:20:55,618
关于健康问题在继续之前

640
00:20:55,618 --> 00:20:56,499
我认为非常重要

641
00:20:56,499 --> 00:20:59,480
我说这些我在公开账户中持仓

642
00:20:59,480 --> 00:21:03,039
Elf上涨了740%，我仍在买入股票

643
00:21:03,039 --> 00:21:04,819
仓位配置极其重仓

644
00:21:04,819 --> 00:21:05,700
不在公开账户中

645
00:21:05,700 --> 00:21:06,319
我应该

646
00:21:06,319 --> 00:21:07,920
但我正在购买Patreon的投资组合

647
00:21:07,920 --> 00:21:10,579
最近也在私人投资组合中买入

648
00:21:10,579 --> 00:21:12,339
动辄数万美元之多

649
00:21:12,339 --> 00:21:14,400
对我来说买入股票是正确的

650
00:21:14,400 --> 00:21:15,339
这非常容易

651
00:21:15,339 --> 00:21:16,700
从心理上买入股票对我来说

652
00:21:16,700 --> 00:21:18,640
我亏损了20到30个百分点

653
00:21:18,640 --> 00:21:22,890
对我来说买入这只股票40%的跌幅并不难

654
00:21:22,890 --> 00:21:25,430
我在其中上涨了740%

655
00:21:25,430 --> 00:21:27,849
我很难理解这种情况

656
00:21:27,849 --> 00:21:34,000
但数学模型显示我需要现在大量买入ELF

657
00:21:34,000 --> 00:21:35,279
并且需要继续

658
00:21:35,279 --> 00:21:37,039
只要股票价格低于100美元

659
00:21:37,039 --> 00:21:38,720
价格越低于100美元

660
00:21:38,720 --> 00:21:39,279
我需要买入的力度

661
00:21:39,279 --> 00:21:39,980
就越大

662
00:21:39,980 --> 00:21:44,539
我的数学模型和数据预测都显示这样

663
00:21:44,539 --> 00:21:47,339
但无论如何你想深入讨论ELF

664
00:21:47,339 --> 00:21:48,480
观看这个视频

665
00:21:48,480 --> 00:21:49,039
好的

666
00:21:49,039 --> 00:21:49,940
接下来这个

667
00:21:49,940 --> 00:21:55,740
第四或第五只股票是这只价值股

668
00:21:55,740 --> 00:21:58,619
就是美国运通

669
00:21:58,619 --> 00:21:59,839
A XP

670
00:21:59,839 --> 00:22:03,519
该股票过去五年显著跑赢标普500

671
00:22:03,519 --> 00:22:05,299
上涨103%而标普仅5

672
00:22:05,299 --> 00:22:08,038
标普500今年以来上涨9%

673
00:22:08,038 --> 00:22:12,699
但标普500今年以来下跌4%

674
00:22:12,699 --> 00:22:16,400
与此同时美国运通下跌19.4%

675
00:22:16,400 --> 00:22:17,279
听着

676
00:22:17,279 --> 00:22:21,878
美国运通是质量股中的优质股

677
00:22:21,878 --> 00:22:23,659
在股市中你很难找到更好的

678
00:22:23,659 --> 00:22:32,849
有些公司商业模式极其优秀

679
00:22:32,849 --> 00:22:34,750
但你根本无法超越它们

680
00:22:34,750 --> 00:22:37,779
它们的管理团队堪称一流

681
00:22:37,779 --> 00:22:39,440
财务状况同样出色

682
00:22:39,440 --> 00:22:42,539
我们称之为股市中的顶级优质股

683
00:22:42,539 --> 00:22:44,329
比如美国运通

684
00:22:44,329 --> 00:22:46,690
我认为绝对是前十

685
00:22:46,690 --> 00:22:50,409
整个股市中最优质的股票

686
00:22:50,729 --> 00:22:53,048
短期内股价可能发生什么

687
00:22:53,048 --> 00:22:54,148
谁也说不准

688
00:22:54,148 --> 00:22:56,888
但若从公司基本面看

689
00:22:57,160 --> 00:22:58,599
完全可以有力论证

690
00:22:58,599 --> 00:23:02,700
这是整个股市前十优质股之一

691
00:23:02,700 --> 00:23:04,559
这些公司根本难以竞争

692
00:23:04,559 --> 00:23:05,019
好的

693
00:23:05,019 --> 00:23:06,319
美国运通

694
00:23:06,319 --> 00:23:08,559
他们拥有非常受欢迎的信用卡

695
00:23:08,559 --> 00:23:10,819
他们的蓝宝石现金优选卡

696
00:23:10,819 --> 00:23:13,849
这对部分用户来说非常棒

697
00:23:13,849 --> 00:23:16,430
他们拥有美国运通黑金卡

698
00:23:16,430 --> 00:23:17,579
这简直疯狂

699
00:23:17,579 --> 00:23:19,200
主要流行对吧

700
00:23:19,200 --> 00:23:20,920
然后他们还有白金卡

701
00:23:20,920 --> 00:23:24,539
适合很多经常旅行的人

702
00:23:24,539 --> 00:23:26,900
甚至我妻子也有一张白金卡

703
00:23:26,900 --> 00:23:29,119
能带我们进入这些专属休息室

704
00:23:29,119 --> 00:23:34,009
还能享受高端度假村的优惠套餐等等

705
00:23:34,009 --> 00:23:37,500
美国运通最酷的地方不只

706
00:23:37,500 --> 00:23:37,660
哦

707
00:23:37,660 --> 00:23:38,819
人们都在使用它

708
00:23:38,819 --> 00:23:40,420
用于所有这些交易

709
00:23:40,420 --> 00:23:44,799
因此美国运通能从中收取手续费处理这些交易

710
00:23:44,799 --> 00:23:48,380
但人们实际上为信用卡付费

711
00:23:48,380 --> 00:23:50,180
如果你想办白金卡

712
00:23:50,180 --> 00:23:52,559
必须直接支付卡费

713
00:23:52,559 --> 00:23:53,619
不会免费获得

714
00:23:53,619 --> 00:23:55,160
就像拥有Costco会员

715
00:23:55,160 --> 00:23:56,529
需要付费

716
00:23:56,849 --> 00:23:58,089
这可能是最大的

717
00:23:58,089 --> 00:23:59,170
这堪称最大牌面

718
00:23:59,170 --> 00:23:59,910
在我看来

719
00:23:59,910 --> 00:24:01,130
当你付费使用

720
00:24:01,130 --> 00:24:03,569
购买东西还能获得这种待遇简直不可思议

721
00:24:03,569 --> 00:24:04,460
对吧就像你

722
00:24:04,460 --> 00:24:06,680
作为用户和我本人

723
00:24:06,680 --> 00:24:08,299
美国运通黑金卡

724
00:24:08,299 --> 00:24:12,099
堪称全球最佳信用卡

725
00:24:14,079 --> 00:24:16,599
特定时期累积一定积分

726
00:24:16,599 --> 00:24:18,670
还会赠送开户奖励

727
00:24:18,670 --> 00:24:23,750
但可以说最强有力的论点是

728
00:24:23,750 --> 00:24:25,670
对普通商家而言

729
00:24:25,670 --> 00:24:28,309
普通用户来说

730
00:24:28,309 --> 00:24:30,119
美国运通黑金卡才是最优解

731
00:24:30,119 --> 00:24:31,319
所以我通常使用

732
00:24:31,319 --> 00:24:32,720
每次购物时

733
00:24:32,720 --> 00:24:34,559
都用美国运通黑金卡

734
00:24:34,559 --> 00:24:36,000
如果要用备用卡

735
00:24:36,000 --> 00:24:37,319
会选择宝石尊享卡

736
00:24:37,319 --> 00:24:38,630
这是通过花旗办理的

737
00:24:38,630 --> 00:24:40,589
主要用于商务消费

738
00:24:40,589 --> 00:24:41,430
所以你看

739
00:24:41,430 --> 00:24:43,230
我不会用它在餐厅消费

740
00:24:43,230 --> 00:24:45,710
会用美国运通黑金卡

741
00:24:45,710 --> 00:24:49,049
这家企业的商业模式非常强大

742
00:24:49,049 --> 00:24:50,470
沃伦·巴菲特

743
00:24:50,470 --> 00:24:51,250
你知道吗

744
00:24:51,250 --> 00:24:54,849
美国运通是巴菲特第二大投资

745
00:24:54,849 --> 00:24:58,179
这是一个价值四五十亿美元的持仓

746
00:24:58,179 --> 00:24:59,959
他拥有十四个百分点

747
00:24:59,959 --> 00:25:04,818
伯克希尔哈撒韦公司4%的资金投资于美国运通

748
00:25:04,818 --> 00:25:06,970
说到他们的投资资金

749
00:25:06,970 --> 00:25:08,450
这是一个巨大数字

750
00:25:08,450 --> 00:25:10,150
巴菲特不会持有股票

751
00:25:10,150 --> 00:25:13,999
占伯克希尔资产的10%以上

752
00:25:13,999 --> 00:25:15,699
除非他极其

753
00:25:15,699 --> 00:25:16,239
我是说

754
00:25:16,239 --> 00:25:17,278
极其自信

755
00:25:17,278 --> 00:25:18,778
该公司拥有强大的护城河

756
00:25:18,778 --> 00:25:21,500
如果你了解沃伦·巴菲特这类人

757
00:25:21,500 --> 00:25:25,700
我认为对他来说除了估值之外，最大的优势是围绕业务运转

758
00:25:25,700 --> 00:25:29,940
并持有他确信能长期存在的公司

759
00:25:29,940 --> 00:25:31,079
但非常成功

760
00:25:31,079 --> 00:25:33,339
十年二十年三十年四十年后

761
00:25:33,339 --> 00:25:37,319
如果他对美国运通的商业模式有任何疑虑

762
00:25:37,319 --> 00:25:38,970
他会退出这个持仓

763
00:25:38,970 --> 00:25:40,569
转瞬之间就能完成

764
00:25:40,569 --> 00:25:41,450
所以你知道

765
00:25:41,450 --> 00:25:42,049
这规模相当大

766
00:25:42,049 --> 00:25:42,170
当

767
00:25:42,170 --> 00:25:42,750
这个大块头

768
00:25:42,750 --> 00:25:47,359
巴菲特在伯克希尔资产中持有超过10%的资金投资于该股

769
00:25:47,359 --> 00:25:50,480
这显示了美国运通的营收增长

770
00:25:50,480 --> 00:25:52,920
在当前万亿计的12个月基础上

771
00:25:52,920 --> 00:25:56,769
这是美国运通预期的发展方向

772
00:25:56,769 --> 00:25:57,309
请记住

773
00:25:57,309 --> 00:25:57,710
我

774
00:25:57,710 --> 00:25:58,480
你知道

775
00:25:58,480 --> 00:26:00,480
关于美国运通常被讨论的事

776
00:26:00,480 --> 00:26:02,019
是经济形势

777
00:26:02,019 --> 00:26:02,700
好的

778
00:26:03,940 --> 00:26:05,339
这对公司意味着什么

779
00:26:05,339 --> 00:26:07,329
比如美国运通的情况

780
00:26:07,329 --> 00:26:08,900
请记住

781
00:26:09,220 --> 00:26:10,339
世界上每一家公司

782
00:26:10,339 --> 00:26:12,859
如果经历严重的消费衰退

783
00:26:12,859 --> 00:26:14,059
每家公司都可能受冲击

784
00:26:14,059 --> 00:26:16,888
这并不意味着美国运通独此一家

785
00:26:16,888 --> 00:26:17,929
但请记住

786
00:26:17,929 --> 00:26:18,949
美国运通

787
00:26:18,949 --> 00:26:21,628
他们的客户群体非常集中

788
00:26:21,628 --> 00:26:23,689
在收入前10%的人群中

789
00:26:23,689 --> 00:26:25,019
最富裕的前10%

790
00:26:25,019 --> 00:26:27,279
这并不意味着中产阶级不能持有美国运通信用卡

791
00:26:27,279 --> 00:26:28,559
即使是中产阶级

792
00:26:28,559 --> 00:26:29,799
这种情况完全可能发生

793
00:26:29,799 --> 00:26:31,400
我确信他们有很多客户

794
00:26:31,400 --> 00:26:33,500
尤其是可能他们的蓝卡之类的

795
00:26:33,500 --> 00:26:35,720
或者甚至像中产阶级的金卡

796
00:26:35,720 --> 00:26:36,160
没错

797
00:26:36,160 --> 00:26:38,079
美国运通的费用真的很高

798
00:26:38,079 --> 00:26:40,019
占收入前10%人群

799
00:26:40,019 --> 00:26:41,240
最富裕的前10%

800
00:26:42,400 --> 00:26:43,519
这些人仍有大量资金

801
00:26:43,519 --> 00:26:44,559
他们仍会继续旅行

802
00:26:44,559 --> 00:26:45,960
他们仍会继续享受生活

803
00:26:45,960 --> 00:26:46,900
好的嗯

804
00:26:46,900 --> 00:26:47,619
并不是说

805
00:26:47,619 --> 00:26:48,319
哦比如

806
00:26:48,319 --> 00:26:49,700
我们现在什么都做不了

807
00:26:49,700 --> 00:26:50,119
好的

808
00:26:50,119 --> 00:26:52,019
这需要记住关于美国运通的事

809
00:26:52,019 --> 00:26:53,138
此外

810
00:26:53,138 --> 00:26:56,699
从美国运通十二个月每股收益来看

811
00:26:56,699 --> 00:26:58,058
呈现良好上升趋势

812
00:26:58,058 --> 00:27:01,210
未来仍将保持强劲增长

813
00:27:01,210 --> 00:27:03,289
大家都在关注千倍股机会

814
00:27:03,289 --> 00:27:06,130
这是美国运通十二个月运营收入

815
00:27:06,130 --> 00:27:09,109
需注意未来一年增速可能加速

816
00:27:09,109 --> 00:27:11,529
公司股东权益持续增加

817
00:27:11,529 --> 00:27:12,699
这是我们希望看到的

818
00:27:12,699 --> 00:27:15,019
公司流通股数量

819
00:27:15,019 --> 00:27:16,378
这正是我们期待的

820
00:27:16,378 --> 00:27:17,898
这意味着他们在回购股份

821
00:27:17,898 --> 00:27:18,858
不会摊薄股东权益

822
00:27:18,858 --> 00:27:19,979
股东价值

823
00:27:19,979 --> 00:27:20,809
因此

824
00:27:20,809 --> 00:27:23,849
随着净利润增长和流通股减少

825
00:27:23,849 --> 00:27:27,539
公司每股收益将大幅上升

826
00:27:27,539 --> 00:27:29,059
也就是说

827
00:27:29,059 --> 00:27:30,240
这就是我喜欢看到的

828
00:27:30,240 --> 00:27:32,759
我喜欢看到收入持续增长

829
00:27:32,759 --> 00:27:35,640
未来一两年净利润将显著上升

830
00:27:35,640 --> 00:27:37,559
同时降低流通股数量

831
00:27:37,559 --> 00:27:38,940
这意味着

832
00:27:38,940 --> 00:27:39,779
如果你在增长

833
00:27:39,779 --> 00:27:41,839
作为美国运通若能提升营收

834
00:27:41,839 --> 00:27:42,880
增长10%

835
00:27:42,880 --> 00:27:45,839
每股收益可能增长15%或20%

836
00:27:45,839 --> 00:27:46,279
没错

837
00:27:46,279 --> 00:27:47,880
只要利润端持续改善

838
00:27:47,880 --> 00:27:51,240
只要不大幅增加开支

839
00:27:51,240 --> 00:27:53,420
但如果同时回购股份

840
00:27:53,420 --> 00:27:54,920
在10%营收增长基础上

841
00:27:54,920 --> 00:27:57,750
每股收益可能增长20%或25%

842
00:27:57,750 --> 00:27:58,849
相当显著的数据

843
00:27:58,849 --> 00:27:59,470
好的

844
00:27:59,470 --> 00:28:00,109
现在

845
00:28:00,109 --> 00:28:03,170
我用美国运通的预测向你展示

846
00:28:03,170 --> 00:28:03,960
好的

847
00:28:03,960 --> 00:28:04,640
好的

848
00:28:04,640 --> 00:28:07,099
这就是我对美国运通股票的看涨理由

849
00:28:07,099 --> 00:28:11,559
我对美国运通的看涨理由是未来四年年均营收增长10%

850
00:28:11,559 --> 00:28:14,759
净利润增长约15%

851
00:28:14,759 --> 00:28:18,259
如果他们能在业务模式下维持这样的增长速度

852
00:28:18,259 --> 00:28:18,819
他们确实

853
00:28:18,819 --> 00:28:22,049
我认为30到35倍市盈率是合理的看涨估值

854
00:28:22,049 --> 00:28:26,210
这能带来约30%的收益率

855
00:28:26,210 --> 00:28:28,390
年复合增长率约30%

856
00:28:28,390 --> 00:28:29,390
这简直疯狂

857
00:28:35,109 --> 00:28:36,230
目前

858
00:28:36,230 --> 00:28:39,750
我的基准预测，也就是我对该公司实际预期的委婉说法

859
00:28:39,750 --> 00:28:43,859
我的基准预测是年营收增长8%

860
00:28:43,859 --> 00:28:47,200
年净利润增长12%

861
00:28:47,200 --> 00:28:49,159
28到33倍市盈率

862
00:28:49,159 --> 00:28:50,959
这对美国运通来说相当合理

863
00:28:50,959 --> 00:28:52,499
符合业务模式

864
00:28:52,499 --> 00:28:54,078
如果营收增长8%

865
00:28:54,078 --> 00:28:55,378
净利润增长12%

866
00:28:55,378 --> 00:28:57,500
需注意净利润增长12%

867
00:28:57,500 --> 00:28:58,579
通过回购股份

868
00:28:58,579 --> 00:29:00,380
这意味着每股收益将进一步提升

869
00:29:00,380 --> 00:29:03,319
每股收益可能增长14%

870
00:29:03,319 --> 00:29:04,079
15%

871
00:29:04,079 --> 00:29:04,819
17%

872
00:29:04,819 --> 00:29:05,299
类似这样的水平

873
00:29:05,299 --> 00:29:05,730
对的

874
00:29:05,730 --> 00:29:07,089
28到33倍市盈率

875
00:29:07,089 --> 00:29:10,069
我们谈论的是约20%的年复合增长率

876
00:29:10,069 --> 00:29:11,230
23%到28%

877
00:29:11,230 --> 00:29:17,390
如果我能为这样的业务模式制定基准预测

878
00:29:17,390 --> 00:29:19,690
并实现20%的年复合增长率

879
00:29:19,690 --> 00:29:22,400
我一定会选择这个方案

880
00:29:22,400 --> 00:29:23,359
天啊

881
00:29:23,359 --> 00:29:24,119
天啊

882
00:29:24,119 --> 00:29:29,279
美国运通股票最吸引人的地方在于即使在悲观情景下

883
00:29:29,279 --> 00:29:30,819
我仍能获得不错的收益

884
00:29:30,819 --> 00:29:32,339
我仍能获得不错的收益

885
00:29:32,339 --> 00:29:36,859
我的悲观预测是年营收增长5%

886
00:29:36,859 --> 00:29:39,259
年净利润增长8%

887
00:29:39,259 --> 00:29:41,119
20到25倍市盈率

888
00:29:41,119 --> 00:29:43,599
但仍保持年复合增长率

889
00:29:43,599 --> 00:29:44,480
我们可以称之为

890
00:29:44,480 --> 00:29:46,460
大约9%到15%之间

891
00:29:46,460 --> 00:29:49,470
所以可能取12%的中间值

892
00:29:49,470 --> 00:29:55,349
即使在我最简单的案例中，我仍然获得了非常不错的年复合增长率

893
00:29:56,589 --> 00:29:56,990
我的意思是

894
00:29:56,990 --> 00:30:00,309
即使在我最简单的案例中，这只股票仍跑赢标普500指数

895
00:30:00,599 --> 00:30:01,460
你知道的

896
00:30:01,460 --> 00:30:05,119
我不知道还能说什么，我必须现在买入这只股票

897
00:30:05,119 --> 00:30:08,279
如果你在寻找短期催化剂来推动股价上涨

898
00:30:08,279 --> 00:30:09,900
短期表现有什么关系

899
00:30:09,900 --> 00:30:10,359
没错

900
00:30:10,359 --> 00:30:13,559
就像买入美国运通股票打算持有五到十年

901
00:30:13,559 --> 00:30:15,140
你不会买入这只股票作为

902
00:30:15,140 --> 00:30:16,319
你知道三个月

903
00:30:16,319 --> 00:30:16,940
六个月

904
00:30:16,940 --> 00:30:18,880
但如果你在寻找短期催化剂

905
00:30:18,880 --> 00:30:19,680
他们的黑金卡

906
00:30:19,680 --> 00:30:21,799
这个产品越来越受欢迎

907
00:30:21,799 --> 00:30:23,579
他们刚刚提高了该卡的年费

908
00:30:23,579 --> 00:30:26,888
从每年695美元涨到895美元

909
00:30:26,888 --> 00:30:31,048
他们持续为该卡增加更多功能和权益

910
00:30:31,048 --> 00:30:35,150
现在每持有1股股票

911
00:30:35,150 --> 00:30:37,750
每季度发放95美分

912
00:30:37,750 --> 00:30:40,589
以股息形式持有股票

913
00:30:40,589 --> 00:30:44,150
未来五到十年他们应该能大幅提高股息

914
00:30:44,150 --> 00:30:48,329
所以请记住你现在每季度可能获得95美分

915
00:30:49,089 --> 00:30:49,730
用完

916
00:30:49,730 --> 00:30:50,109
你知道的

917
00:30:50,109 --> 00:30:50,769
五到十年

918
00:30:50,769 --> 00:30:56,970
未来每季度可能获得2或3美元的股息

919
00:30:56,970 --> 00:30:57,670
这

920
00:30:57,670 --> 00:30:59,769
明显比现在高很多

921
00:30:59,769 --> 00:31:02,609
加上资本增值潜力

922
00:31:02,609 --> 00:31:03,589
所以美国运通

923
00:31:03,589 --> 00:31:04,710
极具吸引力的股票

924
00:31:04,710 --> 00:31:05,650
极具吸引力的股票

925
00:31:05,650 --> 00:31:08,809
好的，在展示前五只股票中的第五只之前

926
00:31:08,809 --> 00:31:10,809
今天的第二个评论将提到

927
00:31:10,809 --> 00:31:11,569
如果你想申请

928
00:31:11,569 --> 00:31:15,799
加入拥有全部精品课程访问权限的私有股票群组

929
00:31:15,799 --> 00:31:19,019
每个课程都可访问我的私人Discord

930
00:31:19,019 --> 00:31:21,559
获得独家每周视频的聊天权限

931
00:31:21,559 --> 00:31:23,279
访问2000X股票

932
00:31:23,279 --> 00:31:23,949
닷컴

933
00:31:23,949 --> 00:31:27,229
查看我每周投资组合中的买入卖出股票

934
00:31:27,229 --> 00:31:31,059
加入后我们将发送所有钢制会员卡

935
00:31:31,059 --> 00:31:34,019
包括你的钢制私有股票群组会员卡

936
00:31:34,019 --> 00:31:37,079
1000X卡非常漂亮

937
00:31:37,079 --> 00:31:38,819
如果你选择终身加入

938
00:31:38,819 --> 00:31:42,509
我们将赠送终身黑卡

939
00:31:42,509 --> 00:31:43,128
好的

940
00:31:43,128 --> 00:31:44,148
女士们先生们

941
00:31:44,148 --> 00:31:45,229
第五名

942
00:31:45,229 --> 00:31:46,249
你准备好了吗

943
00:31:46,249 --> 00:31:46,548
在这里

944
00:31:46,548 --> 00:31:48,660
我们选第五号

945
00:31:50,559 --> 00:31:54,240
我们叫它mr hated 看那个p五零五

946
00:31:54,240 --> 00:31:55,599
过去五年上涨9%

947
00:31:55,599 --> 00:31:58,359
这支股票现在67美元

948
00:31:59,519 --> 00:31:59,839
哦

949
00:31:59,839 --> 00:32:00,160
七

950
00:32:02,160 --> 00:32:03,140
我有小孩子了

951
00:32:03,140 --> 00:32:03,619
好的

952
00:32:03,619 --> 00:32:06,720
过去五年股票涨了67%

953
00:32:06,720 --> 00:32:07,680
这就是mr hated

954
00:32:07,680 --> 00:32:09,589
而且它是耐克

955
00:32:09,589 --> 00:32:11,269
为什么我要再买耐克

956
00:32:11,269 --> 00:32:12,670
因为我喜欢痛苦

957
00:32:12,670 --> 00:32:14,240
我最像痛苦

958
00:32:14,240 --> 00:32:16,920
你知道太多股票前几年表现太好了

959
00:32:16,920 --> 00:32:19,309
我们需要现在表现差的

960
00:32:19,309 --> 00:32:21,130
这个讨论太残酷了

961
00:32:21,130 --> 00:32:21,609
今年以来

962
00:32:21,609 --> 00:32:23,329
耐克下跌30%对比p

963
00:32:23,329 --> 00:32:23,650
五零五

964
00:32:23,650 --> 00:32:24,739
下跌4%

965
00:32:24,739 --> 00:32:25,219
你知道的

966
00:32:25,219 --> 00:32:27,179
我真的不想深入讨论耐克

967
00:32:27,179 --> 00:32:29,839
我昨天在反应频道聊过

968
00:32:29,839 --> 00:32:30,480
就在昨天

969
00:32:30,480 --> 00:32:32,039
如果你不关注我的反应频道

970
00:32:32,039 --> 00:32:32,720
叫jeremy

971
00:32:32,720 --> 00:32:33,559
Lafave赚钱

972
00:32:33,559 --> 00:32:36,299
在YouTube搜索并看最新视频

973
00:32:36,299 --> 00:32:39,150
我在股票上花了72000美元

974
00:32:39,150 --> 00:32:41,509
其中45000美元

975
00:32:41,509 --> 00:32:45,029
72000美元投入耐克股票

976
00:32:45,430 --> 00:32:46,369
我再说一遍

977
00:32:46,369 --> 00:32:48,670
45000美元

978
00:32:48,670 --> 00:32:52,029
我一天买了耐克股票

979
00:32:52,269 --> 00:32:53,230
我只会这么做

980
00:32:53,230 --> 00:32:54,710
如果我非常确定

981
00:32:54,710 --> 00:32:55,130
一家公司

982
00:32:55,130 --> 00:32:59,910
我通常不会一天买超4万美元的单一股票

983
00:32:59,910 --> 00:33:02,589
所以我对这支股票很有信心

984
00:33:02,589 --> 00:33:03,470
看那个视频

985
00:33:03,470 --> 00:33:05,509
如果你想听我深入讨论

986
00:33:05,509 --> 00:33:06,670
耐克的机会

987
00:33:06,670 --> 00:33:10,500
这些财报让我更自信

988
00:33:10,500 --> 00:33:11,920
耐克正在正确方向

989
00:33:11,920 --> 00:33:14,299
长期在这支股票上赚大钱

990
00:33:14,299 --> 00:33:14,759
好的

991
00:33:14,759 --> 00:33:15,799
女士们先生们听好了

992
00:33:15,799 --> 00:33:17,640
财报季一周后开启

993
00:33:17,640 --> 00:33:18,700
准备好摇滚一番吧

994
00:33:18,700 --> 00:33:20,119
我将在频道为你解析

995
00:33:20,119 --> 00:33:21,720
接下来会非常忙碌

996
00:33:21,720 --> 00:33:23,220
我们先从财报开始

997
00:33:23,220 --> 00:33:25,359
然后直接切入科技巨头

998
00:33:25,359 --> 00:33:26,519
局势将变得疯狂

999
00:33:26,519 --> 00:33:28,259
希望大家准备好摇滚一番

1000
00:33:28,259 --> 00:33:28,880
我感到非常兴奋

1001
00:33:28,880 --> 00:33:30,490
财报季总是令人激动

1002
00:33:30,490 --> 00:33:33,390
再加上地缘政治动荡和市场波动

1003
00:33:33,390 --> 00:33:35,569
真是精彩纷呈啊

1004
00:33:35,569 --> 00:33:37,049
感谢大家今天加入

1005
00:33:37,049 --> 00:33:38,250
今天的第一个置顶评论

1006
00:33:38,250 --> 00:33:38,930
是那个工作坊吗

1007
00:33:38,930 --> 00:33:40,690
确保所有观看的观众

1008
00:33:40,690 --> 00:33:42,230
你需要获取这个免费工作坊

1009
00:33:42,230 --> 00:33:43,809
就是下方的置顶评论

1010
00:33:43,809 --> 00:33:44,589
构建规模效应

1011
00:33:44,589 --> 00:33:48,730
保护投资组合避免长期损益

1012
00:33:48,730 --> 00:33:51,200
你会爱上那个免费视频

1013
00:33:51,200 --> 00:33:53,740
另外第二个置顶评论

1014
00:33:53,740 --> 00:33:56,200
若想获取所有精品课程

1015
00:33:56,200 --> 00:33:57,559
如《股票市场大师》

1016
00:33:57,559 --> 00:33:57,960
百万富翁

1017
00:33:57,960 --> 00:33:58,509
实战手册

1018
00:33:58,509 --> 00:33:59,630
股票期权精通课程

1019
00:33:59,630 --> 00:34:00,670
股息投资精通课程

1020
00:34:00,670 --> 00:34:01,410
财务报表分析

1021
00:34:01,410 --> 00:34:03,250
估值精通课程

1022
00:34:03,250 --> 00:34:04,829
想要加入我的私密社群

1023
00:34:04,829 --> 00:34:06,460
千倍收益专属

1024
00:34:06,460 --> 00:34:07,019
每周视频更新

1025
00:34:07,019 --> 00:34:08,880
想要看到我的操作策略

1026
00:34:08,880 --> 00:34:10,099
我正在构建的投资组合

1027
00:34:10,099 --> 00:34:11,028
所有优质内容

1028
00:34:11,028 --> 00:34:13,389
这就是第二个置顶评论

1029
00:34:13,389 --> 00:34:15,329
可申请加入私密群组

1030
00:34:15,329 --> 00:34:17,320
祝大家一切顺利，美好一天

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