自他推荐以来,Medline 已下跌近 25%,他主要将其归因于私募市场持有人卖出、而长期投资者在公开市场买入;他认为这颇具前景。按当前估值,他预计这家管理良好的医疗用品巨头未来五年年化回报为 11% 至 15%。
逐段跳播
下一家公司是 Medline,这是另一家已经上市、但有一个大型私募股东正在公开市场积极抛售其股份的公司。对我来说,这不太可能。所以再说一次,第二家公司自推荐以来已经下跌近25%。
Medline,其交易所代码是 MDLN。但同样,在这种情况下,私募市场股东在卖出,而 Fidelity、T. Rowe Price、Baillie Gifford 和 Invesco 等大型、可靠的长期投资者正在公开市场买入股票。在我对这家公司的评估中,这是一个有希望的发展。
The next company is Medline, another company that has gone public with a large private shareholder actively selling its stake in the public markets. For me, this is unlikely. So again, a second company is down almost 25% since I recommended it.
Medline , and its stock exchange symbol is MDLN. But again, in this case, private market shareholders are selling, while large and reliable long-term investors such as Fidelity, T.
Rowe Price, Baillie Gifford, and Invesco are buying shares in the public markets. This is a promising development for me in my assessment of the company.
Medline 是一家庞大的日常医疗用品制造商和分销商。也就是医疗服装、绷带和手套,供应给医院、诊所和养老院。它本质上是医疗服务所依托的基础设施。这是一家管理非常好的公司。这是一家销售额达数百亿美元的公司。
这是一个把股票公开上市的巨头。它目前正在努力走出在公开市场改变所有权结构的阶段。我相信这是导致该股下跌的主要原因。而在这里,以目前的估值,我认为未来五年你可以从这家公司获得11%到15%的良好年回报率。
Medline is a huge manufacturer and distributor of everyday medical supplies. That is, medical clothing, bandages and gloves, and it supplies them to hospitals, clinics and nursing homes.
It is essentially the infrastructure upon which healthcare services are based. It is a very well-managed company. This is a company with sales in the tens of billions of dollars.
This is a giant that has put its shares up for public subscription. It is currently working on moving beyond the stage of changing its ownership structure in public markets. I believe this is the main reason that led to the stock's decline.
And here, at its current valuation, I think you can get a good annual return of between 11 and 15% for this company over the next five years.