Value Investing with Sven Carlin, Ph.D.发布 2026-09-12
《Where are we with Investing Today! 15% UP Per Year Next? or 80% Crash?》
$ADM看跌
ADM 已不再持有，股价翻倍削弱了下行保护。
通常，去年我会说Archer Daniel Midlands，它是食品防御型的，我们总得吃饭，这门生意会一直在那里，我们会抵御通胀，一切都很好，然后我说这是看待价值的一种方式。
现在，考虑到所有这些通胀方面的改善，这只股票现在已经翻倍了，这意味着我的保护只剩原来的一半。我已经不再持有ADM了。
Usually last year I would say Archer Daniel Midlands it's food defensive we have to eat the business will remain there we'll protect inflation everything great and then I said that's a way to look at value now the stock given all the inflation improvements now it's already double which means my protection is half of what it was I don't own ADM anymore