WYNN 是未来 3-6 个月的强力买入标的，因其在全球高盈利度假村市场占据主导地位，且资产相对重置成本被显著低估。
逐段跳播
下一个是 Wynn Resorts。总之，Wynn Resorts 已经到了我或许可以把它加进公开账户的地步。
The next one is Wynn Resorts. Anyway, Wynn Resorts has gotten to a point where I might be able to add it to the public account.
我的主要问题是，我的公开账户里有好几只股票是我现在就想加仓的。所以，当我手上已经有我买过的所有其他股票时，再买 Wynn 就有点困难。
My main problem is that I have several stocks in my public account that I want to buy more shares of right now. So, when I have all the other stocks I've bought, it's a little difficult to buy Win again.
不过，Wynn 现在在 74。说到最坏的情况，如果市场出现大幅回调或崩盘，我认为它会从 59 跌到 64。而且是的，这是一只现在值得买入的好股票。
However, Win is now at 74. Speaking of the worst case scenario, if there is a major correction or crash in the market, I think it will drop from 59 to 64. And yes, this is a great stock to buy now.
它今年确实是一场灾难，不是吗？不过，我会给你一个不同的思考角度，因为 Wynn 与人们通常买的股票非常不同。有多少人真正拥有过一家度假村公司？并不多。
It sure has been a disaster this year, hasn't it? However, I will give you a different perspective on thinking about it, because Win is very different from the stocks people usually buy.
Like, how many people have actually owned a resort company before? Not too much, okay?
我想给你一个看待永利度假村的不同视角。我不是来推销任何股票的。你想买什么就买什么，我不在乎。随你便。我想分享一下我对这只股票的看法，因为我想解释为什么我现在非常有兴趣买入这只股票，并在未来3到6个月内加仓。
So, I want to give you a different perspective on thinking about Wynn Resorts. And I'm not here to sell any stocks. You can buy whatever you want. I don't care. Do what you like, okay?
I want to share my thoughts on this stock, because I want to explain why I'm very interested in buying this stock now and growing this position over the next 3 to 6 months, okay?
那么，当你买入永利度假村时，你实际得到的是什么？你得到的是美国最赚钱的度假村。想想美国有多大。想想这个国家有多少酒店和度假村。考虑到你得到的是全美国最赚钱的度假村，我觉得这很值得一说。这真的很了不起，不是吗？
So, when you buy Wynn Resorts, what are you actually getting? You are getting the most profitable resort in the United States. Think about how huge the United States is. Think about how many hotels and resorts there are in this country.
And considering that you're getting the most profitable resort in the entire United States, I think that's something to say. This is really great, isn't it?
当你买入永利度假村时，你得到的是亚洲第五和第十赚钱的度假村。然后，永利明年将在中东开设一处物业。那处物业很有可能成为整个中东最赚钱的物业。
When you buy Wynn Resorts, you're getting the number five and number ten most profitable resorts in Asia, right? And then, Wynn is opening one of their properties in the Middle East next year.
That property has a great chance of becoming the most profitable property in the entire Middle East.
我要说，在开业后的两到三年内，它很有可能成为整个中东最赚钱的物业。
And I would say, within two to three years of opening, it has a very high chance of being the most profitable property in the entire Middle East, right?
所以，我认为这是看待永利度假村的一种有力方式，而不仅仅是看它们的净利润、EBITDA或其他类似的指标。当你拥有全美国最赚钱的度假村时，那是什么感觉？拥有整个中东最赚钱的物业又会是什么感觉？
如果你手里握着全亚洲前十大最赚钱度假村中的两个，那又会怎样？
So, I think this is a powerful way to look at Wynn Resorts, not just looking at their net income, EBITDA, or other metrics like that. Like, what's it like when you have the most profitable resort in the entire United States?
What would it be like to own the most profitable property in the entire Middle East? And what if you had two of the top 10 most profitable resorts in all of Asia in your hands, right?
想一想。这是件相当了不起的事。此外，永利度假村的资产负债表上还有约16亿美元的现金。所以，即使出现衰退的情况，他们也肯定能够挺过去，不会有问题。
Think about it for a moment. This is a pretty big deal. Now, in addition, Wynn Resorts has about $1.6 billion in cash on its balance sheet. So, even if a recession situation arises, they will definitely be able to overcome it, there will be no problem, right?
有趣的是，永利的资产显示其物业和设备的价值为66亿美元。我认为这个数字很荒谬，因为如果现在重建永利的物业，至少要花费超过150亿美元，包括地价和建筑成本。
And interestingly, Win's assets show the value of their property and equipment at $6.6 billion. I think this number is ridiculous, because if you were to rebuild Wynn's properties now, it would cost at least over $15 billion, including land prices and construction costs.
比如，你知道自他们的物业建成以来建筑成本涨了多少吗？轻松就要花掉你超过150亿美元。然而他们的物业和设备账面价值只有66亿美元。所以，我觉得这相当耐人寻味，不是吗？
For example, do you know how much construction costs have increased since their properties were built? It will easily cost you over $15 billion. Yet their property and equipment inventory is worth $6.6 billion. So, I think it's quite intriguing, right?
这个频道对 $WYNN 的历次判断
Financial Education 在这只股票上共 8 条判断，这里只列相邻的几条。