Everything Money 对 $WAB 的判断变化

频道资料 →本频道有 2 位标注的说话人:Michael Burry、Morning Star共 1 条
2026-10-01看涨
《3 Stocks to Buy & (3 Stocks to Sell) Before October Ends》
基于强劲的订单储备和经常性收入,Wabtec是买入标的,尽管其因资本回报率低和倍数昂贵而受到批评。

股价和企业是有区别的。这就是我们在这里试图教的东西。各位,我们有了第三个买入,但请继续关注我们,因为最后一个卖出更清楚地凸显了同样的错误。所以,我们最新的《福布斯》买入是Wabtec,一家毫无魅力的公司。

There's a difference between stock price and business. That's what we're trying to teach here. Guys, we have our third buy , but stay with us because the last sell highlights the same mistake even more clearly.

So, our latest Forbes buy is Wabtec , a company that lacks any glamour.