由于所有权变更后产品质量被认为下滑、收入驱动因素可疑,应避免投资BIRK。
逐段跳播
这里另一只令人担忧的股票是Birkenstock,我必须说一件事,那就是10年前当它归公司所有时,当你、我或我妻子买Birkenstock的鞋子时,它们能穿10年。我扔掉了一双我们在2014年买的。
我去年把它们扔了,因为它们只是旧了,状况不好。现在,你今年夏天买一双,到季末就可以扔进垃圾桶。质量完全变了,至少在欧洲这里是这样。这一点可能会反映在消费者对它的态度上。
Another worrying stock here is Birkenstock, and I have to say something which is that when it was owned by the company 10 years ago, when you or I or my wife bought Birkenstock shoes, they lasted 10 years.
I got rid of a pair we bought in 2014. I threw them away last year because they were simply old and not in good condition. Now, you buy one this summer, and you can throw it in the trash at the end of the season.
A complete change in quality, at least here in Europe. This is something that may be reflected in the consumer's attitude towards it.
我不会每年夏天都买一套Pyrex。这让收入保持高位,但其中有些可疑之处。因此,我不会投资它,尤其是在所有权变更之后;它不再是家族所有,而是私人所有之类的。
I'm not going to buy a pair of Pyrex every summer. This keeps revenues high, but there is something suspicious about it. Therefore, I will not invest in it, especially after the change in ownership ; it is no longer family-owned, but privately owned and things like that .
这个频道对 $BIRK 的历次判断
Value Investing with Sven Carlin, Ph.D. 在这只股票上共 2 条判断,这里只列相邻的几条。