New Money 对 $BNS 的判断变化

频道资料 →本频道有 3 位标注的说话人:Li Lu、Michael Bury (for the exit signal)、Pershing Square共 1 条
2026-09-06看涨
《The SaaSpocalypse Isn't What Investors Think.》
说话者将BNS估值定为每股120至150美元,高于90美元的收购价。

我看到他做的第一笔交易是在2008年。他做了这件事是公开的,但他大多不会真正宣布。他当时试图收购伯灵顿北方铁路。

The first deal I saw him make was in 2008. It was publicly known that he made it, but he mostly doesn't really announce it. He was trying to buy Burlington Northern Railway.

我看着它,心想:“嗯,也许这条铁路值每股120美元。”它的交易价格在80美元左右。这是伯灵顿北方铁路公司。我知道巴菲特正试图收购它。

I was looking at it and thinking, "Well, maybe this railroad is worth $120 a share." It is trading at around $80. This is Burlington Northern. I know that Buffett is trying to buy it.