$CPRT · Value Investing with Sven Carlin, Ph.D. · 2026-11-07
CPRT 在当前周期中便宜，但并非很便宜。在审视盈利、潜在长期增长和合理的终值倍数后，说话者认为该股仍有下行空间，并会在略低的价格上考察它。增长恢复可能改变这一判断，但当前基本面尚未达到那一点。
逐段跳播
另一个，Copart。我们在一个视频里讨论过它。正如我所说，所有链接都在下面的描述里。当我看着它时，是的，它便宜，但在当前周期里并不是很便宜。我看了盈利、潜在长期增长和一个合理的最终倍数。
仍有充足的落地空间。是的，如果增长恢复的话，但眼下让我们在稍低的水平上看它，以便我能进行深入分析。在当前基本面下，我们还没有到那个点。
Another one, Copart. We discussed it in a video. As I said, all the links are in the description below. When I look at it, yes it is cheap, but in the current cycle it is not very cheap.
I looked at earnings, potential long-term growth, and a fair end-multiplier. There is still plenty of room for landing. Yes, if growth resumes, but for now let's look at it at a slightly lower level so that I can conduct an in- depth analysis.
We haven't reached that point yet under the current fundamentals.
这个频道对 $CPRT 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。