New Money发布 2026-09-06
《The SaaSpocalypse Isn't What Investors Think.》
$BNS看涨
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.