通常,去年我会说Archer Daniel Midlands,它是食品防御型的,我们总得吃饭,这门生意会一直在那里,我们会抵御通胀,一切都很好,然后我说这是看待价值的一种方式。
现在,考虑到所有这些通胀方面的改善,这只股票现在已经翻倍了,这意味着我的保护只剩原来的一半。我已经不再持有ADM了。
Usually last year I would say Archer Daniel Midlands it's food defensive we have to eat the business will remain there we'll protect inflation everything great and then I said that's a way to look at value now the stock given all the inflation improvements now it's already double which means my protection is half of what it was I don't own ADM anymore