《Ted Weisberg on META Value Opportunity in AI, Going Long on Energy & Airlines》
AI 摘要 · ESLT 仍是一只便宜的股票,便宜程度与它在80年代初交易时相当;它是一家独特的公司,在眼镜(包括 Meta 眼镜)领域拥有约25%的市场份额,目前经营略有改善,不过说话者表示自己错过了很多利润。
我想讨论一些你选的股票。你有Essilo的Luxottica,他们生产与Meta相关的雷朋眼镜。告诉我,这是什么……而且它跌了很多。最近它有点上涨趋势,但一年内下跌了40%。这是一个买入机会吗?
I would like to discuss some of your selected stocks. You have Luxottica from Essilo , who make Ray-Ban glasses associated with Meta. Tell me, what is this...and it has decreased a lot.
It has been trending up a bit recently , but it is down 40% in a year. Is this a buying opportunity?