《Every Stock I'm Buying Right Now Before 2026 Ends (7 Unthinkable Prices)》
买入 LUV;该论点依赖利润率恢复至疫情前水平(10-15%)以及股票回购,基于平均估值假设目标回报约 28%。
好,接下来是Southwest Airlines。现在,航空公司让人们感到焦虑。各位,它也让我焦虑。连巴菲特都说这是一门艰难的生意。但我认为Southwest不一样。在新冠疫情之前,Southwest从未录得任何一年的亏损,并且近年来一直以10%到15%的利润率完全规律地运营。
在一个竞争对手不断破产的行业里,这几乎是前所未有的。对我来说,这一直是对利润率复苏的一个押注。
Okay, next, Southwest Airlines. Now, airlines are making people feel anxious. Guys, it's making me anxious . Even Buffett said it's a tough business. But I think Southwest is different.
Prior to Covid, Southwest had not recorded a single year of losses, and had been operating with profit margins of 10 to 15% in recent years with complete regularity. This is almost unprecedented in an industry where competitors are constantly going bankrupt.
For me, this has always been a bet on the recovery of profit margins .