Charter 的28只收益率为7%的债券，相对5%的美国国债是合理的，且远低于一家接近破产的同业15%的水平，因此没有债券市场的困境信号。Charter 正处于投机性押注阶段；若情况改善，可能是一笔爆发性的押注。
逐段跳播
另一只房地产投资基金，回报率4%，看起来比较稳定。这是一个诱人的押注。事情开始变得疯狂了。这能走多远？我们谈论的是未来市价与现金流之比达到1倍或2倍的可能性。是的，债务很多，但 Charter 28 债券现在的定价是7%，这比 Core Weave 那些濒临破产的15%债券好得多。
所以，债券市场在这里仍然没有发出困境信号。美国国债是5%。这个是7%，对于这项业务来说是个合理的价格。所以，他正处于押注阶段。如果未来情况改善，这可能是一个爆发性的押注。
Another real estate investment fund, with a 4% return, appears stable. This is a tempting bet. Things are starting to get crazy. How far can this go? We are talking about the possibility of the price-to- cash-flow ratio reaching one or two in the future.
Yes, there is a lot of debt, but Charter 28 bonds are now priced at 7%, which is much better than Core Weave's 15% bonds that are on the verge of bankruptcy. So, the bond market is still not giving a distress signal here.
Treasury bonds at 5%. This is at 7%, which is a fair price for this activity. So, he is in the betting phase. It could be an explosive bet if things improve in the future.
这个频道对 $CHTR 的历次判断
Value Investing with Sven Carlin, Ph.D. 在这只股票上共 3 条判断，这里只列相邻的几条。