The Acquirers Podcast发布 2026-09-30
《The Market Looks Fine. Why Are So Many Stocks Getting Crushed?》
$C未站边
花旗集团属于中等水平投资标的，其股价相对账面价值存在溢价，但在大型银行中仍属最便宜。
像Citigroup这样的公司，其股价相对账面价值存在溢价。Citigroup已经取得了巨大进展，做了很多正确的事，但它是大型银行中最便宜的一家。其他所有银行的股价都存在大幅溢价，有些达到账面价值的两倍或两点五倍。
情况就是这样，我认为这只能算是一笔中等水平的投资。
And you know, you have a company like Citigroup trading at a premium to its book value. As you know, Citigroup has made tremendous progress . They've done a lot of good things, but I mean, this is the cheapest among the major banks.
All other banks trade at large price premiums, you know, some at two or two and a half times their book value. So, there you have it, and you know, that's all I would consider a mid-range investment, I think.