$ELF · Financial Education · 2026-11-09
暂无中文摘要，仅英文原句可核对。
逐段跳播
第三，ELF 还是 EL？哪只股票是更好的机会？这两只都是我在化妆品行业的重大投资，而且它们的表现都大幅跑赢市场。哪个是更好的机会？我今天在这个视频里会解释。
Three, ELF or EL? Which stock is a better opportunity? These are two major investments of mine in the cosmetics industry and the stocks are outperforming the market significantly.
What's a better opportunity? I'll explain that in this video here today.
好。接下来，我们聊聊 ELF 还是 Estee Lauder——后面的人大声点——现在哪个是更好的机会。看看这个。你看到我看到的了吗？这是一张一年期走势图，显示 ELF 大幅跑赢市场。这是过去一年的表现。ELF 上涨了49%。
Okay. Next up here, let's talk about if ELF or East Lat, say it louder for the people in the back, is a better opportunity right now. Well, look at this. You see what I see? That's a one-year chart showing ELF is massively outperforming the market. This is over the past year. ELF's up 49%.
六个月走势图，看看这个。ELF 涨了111%。这只股票过去六个月回报111%。不可思议，对吧？111%。人们希望能在指数基金里用六年赚到这么多。真的，如果你投的是指数基金，六年拿到111%的回报你都会很满意。而 ELF 六个月就给了你这样的回报，对吧？
Six-month chart, look at this. 111% for ELF. 111% that stock has returned over the past 6 months. Incredible, right? Like 111%. People hope to make that, you know, in an index fund over six years.
Like literally, if you're in an index fund, you would be happy with 111% return in six years. And ELF just gave you that in six months, right?
在非常短期内，其实 Estee Lauder 的表现反而跑赢了 ELF。这是一张三个月走势图。Estee Lauder 上涨超过30%，而 ELF 上涨27%。
in the very short term, actually Estee Lauder is actually outperforming ELF. So this is a three-month chart. Estee Lauder is up over 30% while ELF's up 27%.
所以在一个月维度上，Estee Lauder 上涨16%，ELF 上涨10%，标普500下跌3%。而纳指100下跌9%。
So on a one month, Estee Lauder's up 16, ELF's up 10, S&P 500's down 3%. And the Q's are down 9%.
看看 ELF 的增长。这是他们最新的财报，对吧？净销售额增长51%，净利润增长92%，毛利润增长55%，营业收入增长579%。
Look at ELF's growth. This was their latest earnings, right? 51% net sales growth, net income growth of 92%, gross profit growth of 55%, operating income growth of 579%.
所以 ELF 交出了很高的增长率，对吧？尤其是在营收方面。那么我的观点是，哪只股票更值得买？ELF 还是 Estee？ELF。ELF 是更值得买的股票。
So ELF comes in with the major growth rates, right? Especially when it comes to revenue. Now my opinion is what's a better stock to buy? ELF or Estee? ELF. ELF's a better stock to buy.
所以对于 ELF，你在营收、利润率和每股收益上都有更多的长期机会。但我相信 ELF 就是更大、更好的机会，凭借他们拥有的品牌，而且他们就是懂得如何以比 Estee 更好的方式实现大幅增长。
So with with with with ELF, you just a lot more long-term opportunity in revenue and in margins and earnings per share. But I believe ELF just is a bigger better opportunity, okay, with the brands they have and they just understand how to grow substantially in a better way than Estee.
但是，ELF 就是在更高的层面上理解这件事，对吧？而且 ELF 真正迎合了所有人。几乎每个人都可以成为 ELF 的客户。那里就是有不可思议的营收、利润率和每股收益机会，对吧？
But, um, ELF just gets it on a higher level, right? And ELF really caters to everybody out there. Like, everybody can be Elf's customer. It's just there's an incredible revenue margin and earnings per share opportunity there, right?
现在你可能会说，那为什么你在公开账户里投在 Estee Lauder 上的钱比 ELF 还多？因为如果看 EL，那是2.3万美元的仓位，而 ELF 是19万美元的仓位。对吧？我们在 Estee 上赚了63%，也就是7.8万美元。
而这边我们在 ELF 上赚了14.2万美元，涨幅290%。
Now, you might say, well, why do you have more money invested into EEL than ELF in the public account? Cuz if we look at EL, it's $23,000 position versus uh ELF is $190,000 position.
Okay? And we're up 63% on E here, $78,000. And here we're up $142,000 on ELF and up 290%.
我也有自己的私人组合。我可以告诉你，在我的私人组合里，ELF 的仓位比 Estee Lauder 大得多。所以，在公开账户里两者仓位大致相当，但我在私人组合里押在 ELF 上的要多得多。
所以归根结底，我确实是把自己的钱投在自己说的话上。也就是说，我净资产中投在 ELF 股票上的金额比投在 Estee Lauder 股票上的多得多。但 ELF 就是另一个层次。
I have my private portfolios, too. And I can tell you in my private portfolios, ELF is a much bigger position than Estee Lauder in my private portfolios. So, you know, they're roughly the same size position roughly in the public account, but I have a lot more riding on ELF and private portfolios.
And so, at the end of the day, I do put my money where my mouth is. Like, I have a substantial amount more of my net worth in ELF stock than I do Estee Lauder stock. but ELF's just another level.
这个频道对 $ELF 的历次判断
Financial Education 在这只股票上共 11 条判断，这里只列相邻的几条。