$TXRH
这只股票

Joseph Carlson After Hours 对 $TXRH 的判断变化

频道资料 →本频道有 2 位标注的说话人：Michael Burry、Wall Street Journal article共 2 条
2026-09-28看涨
《Google Has Fallen Behind》
TXRH 为买入；近期股价下跌源于暂时的牛肉成本上涨，但底层增长指标稳健。

Texas Roadhouse是另一家我想强调的公司，我认为它今天可以买入。股价会让你以为这只股票出了什么大问题，因为它刚刚大幅抛售。过去一个月下跌了21%。所以，这一只继续大跌。

与此同时，基本面看起来很强劲。营收持续增长。餐厅数量在增加。平均周销售额、同店销售额都在增长。外卖业务在增长。

Texas Roadhouse is another company that I want to highlight that I think is a buy today. The stock price would make you believe that there's something dramatically wrong with the stock because it just sold off a lot.

It went down 21% in the past month. So, this one continues to tank. Meanwhile, the fundamentals look strong. The revenue continues growing. The number of restaurants are increasing.

The average weekly sales, the same store sales are increasing. The to-go business is increasing.

看原视频18:37
2026-08-24
《I’m Buying $10,000 Of This Company Next》
德州路屋是一家强劲的公司，但说话者不会在当前价格买入；他的买入目标价为140美元，按他的假设将带来13.4%的回报。

接下来，我们来到第10大持仓。这是我们进入一些较小持仓的地方，向它们增加10,000美元的增量现金将产生相当大的影响。我们看看Texas Roadhouse，这是一个60,000美元的持仓，其中51,600美元是收益。

从我的买入和卖出操作（包括减持和增持）来看，Texas Roadhouse是我表现最好的持仓。目前，Texas Roadhouse的交易价格为205，我认为这是一个非常健康的价格。

它的交易伴随着很多积极情绪。人们终于对牛肉以及影响这家公司的所有因素（如牛群稳定等）更加看涨。此外，Texas Roadhouse一直表现优异。这家公司的一切都在持续向好发展。

我为这只股票设定的买入价是140。所以，我认为Texas Roadhouse短期内不会跌到140。我不指望这一点，但如果它跌到了，并且是在其他公司达到买入目标之前，那么Texas Roadhouse将获得这笔现金。

如果我们假设未来5年每股收益增长率为11.5%至12%，我们假设合适的市盈率倍数约为23，并且我们以140的价格买入该公司，那么我们将获得约13.4%的回报。

Next up, we get to position number 10. This is where we're getting into some of the smaller positions where $10,000 of incremental cash added to them would make a pretty big difference.

We look at Texas Roadhouse and it's a $60,000 position with 51,600 of that being gains. Texas Roadhouse is my best performing position when we look at the buys and sells when I've trimmed and added to the position.

Now, Texas Roadhouse trades at 205, which I believe is a very healthy price. It's trading with a lot of positive sentiment. People have finally gotten more bullish on beef and stabilization of cattle and all of the factors that affect this company.

On top of that, Texas Roadhouse has just been performing top tier. Everything continues to move up really, really well for this company. The buyin price that I'm setting for this one is 140.

So, I don't believe Texas Roadhouse will get to 140 anytime soon. I'm not planning on that, but if it does, and it does so before these companies get to their buy targets, then Texas Roadhouse will earn the cash.

If we assume an EPS growth rate of 11 a.5 to 12% over the next 5 years, we assume the appropriate earnings per share multiples around 23 and we buy the company at 140, that means we get a return of around 13.4%.

看原视频18:29
美股听风