Bumble 的股价仅在过去两天就上涨了约135%。事实上,这并不是我作为 Bumble 股东所预期的结果。它如今已成为 Asymmetric 投资组合中一个意料之外的赢家,
Bumble's stock has risen by approximately 135% in just the last two days. In fact, this is not the result I expected as a shareholder in " Bumble". It has now become an unexpected win in the Asymmetric portfolio,
但我会接受这笔收购,因为公司的发展方向并没有按照我当初开始买入股票时所设想的那样走。有时候你的假设并不会完全按计划实现,但当你买入那些能产生正自由现金流、并且估值非常合理的公司时,一个很大的优势就在于,有可能会有别人来收购这家公司并改变它的走向。
but I will accept this acquisition because the business has not gone in the direction I thought when I started buying the shares. Sometimes your hypothesis doesn't go exactly as planned, but when you buy companies that generate positive free cash flow and trade at a very good valuation, one of the great advantages is the possibility that someone else could take over the company and change its course.