Value Investing with Sven Carlin, Ph.D.发布 2026-11-03
《S&P 500 (459 to 440) - 6 Extremely Interesting Investing Stories (PNW, SOLV, GNRC, ECHO, GEN, IVZ)》
$TXT看跌
AI 摘要 · 尽管 Textron 经营得非常好、当前业绩看起来不错，说话者仍认为它风险过高、操纵性太强，不适合自己，因为私人飞机需求与市场挂钩，市场崩盘会减少飞机购买，并提及衰退背景。
Textron 做得非常好，很棒。一切看起来都没问题，但你现在真的需要一架私人飞机吗？而且我们都知道，它又和市场挂钩。如果市场崩盘，他们就会少买飞机，诸如此类。对我来说，这实在太有风险，也太容易被操纵。
即使现在业绩看起来不错，它也不适合我。要在衰退的背景下看这件事，不过话说回来，你也许在寻找更有意思的东西。
Textron is doing very well. great. Everything seems fine, but do you really need a private jet right now? And we all know again, it's linked to the market. If the market crashes, they buy fewer planes, and things like that .
For me, it is simply too risky, and too manipulative. Even if the results look good now, they are not suitable for me. Look at this in the context of the recession, but again, you might be looking for something more interesting.