$CAKE The Cheesecake Factory Incorporated

Financial Education发布 2026-09-15

《I Spent $100,000 on this 1 Stock Today‼️》

$CAKE看涨

CAKE 跌破 100 美元对长期持有者而言是买入机会，因为多品牌（Flower Child/North Italia）的门店数量增长潜力将超过短期利润率风险。

世界上最伟大的股票。Cheesecake Factory。或者我们该叫它Cheesecake Factory今天在这里下跌了27,000美元。

the greatest stock in the world. Cheesecake Factory. Or shall we call it Cheesecake Factory down $27,000 here today.

所以Cheesecake Factory那糟糕的走势被老牌的AMD平衡掉了。

So that horrible move from the cake got balanced out with the good old AMD.

第一，我们要谈谈Cheesecake Factory。我们要谈的是这只股票该不该买？这只股票终于又跌破100了。所以，我想我们应该谈谈这个。

Number one, we're going to talk about Cheesecake Factory. We're going to talk about is the stock a buy or not? The stock's finally under 100 again. So, I thought we'd talk about that.

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Financial Education发布 2026-09-14

《These 2 Stocks are Next to Soar‼️》

$CAKE看涨

因股息收益率和长期增长潜力而持有CAKE，当前估值可以接受。

Cheese Cheesecake Factory 上涨 8,400。

Cheese Cheesecake Factory up 8,400.

天哪，Cake Factory，世界上最伟大的股票，上涨 70%。

And jeez, Cake Factory, the greatest stock in the world, up 70%.

好，Cheesecake Factory。Cheesecake Factory 为我们做得非常出色。这里有 29,000 美元的收益。目前涨幅 7%。Cheesecake 同样不让我有兴趣卖出这一只。

原因是它每 3 个月付给我那些丰厚的股息，对吧？记住，从我的成本基础来看，那些股息实际上相当可观。比如我持有的很多股票，仅仅因为持有它们，我就能获得 3% 以上的收益率，对吧？

但此外，说到 Cheesecake Factory，我为什么需要抛掉这只股票？他们前方还有未来 10 年的增长。那么，意义何在？比如，抛掉 Cheesecake 的意义何在？所以，这就是我对那一只的看法。

它只是继续持有。如果它真的被高估得很厉害，比如远期市盈率涨到 35 左右之类的，那我可能会减仓，或者，当我说减仓时，我仍然不是指全部卖出，但我会卖出我持有的一大部分股票。但现在，Cake 的远期市盈率大概现实地说是 20 左右。

当我有一家公司前方有 10 年的增长跑道时，当前远期市盈率也许是 20，我为什么要减仓，对吧？所以，这就是我对 Cake 的看法。

Okay, Cheesecake Factory. So, Cheesecake Factory done amazing for us. $29,000 in gains here. It's a 7% waiting here. Cheesecake just doesn't interest me in selling this one either.

And the reason being is it pays me out those fatty dividends every 3 months, right? Which, keep in mind, from my cost basis, those dividends actually are pretty significant. Like a lot of the shares I have, I'm getting like a 3% plus yield on those just for holding them, right?

But additionally, when it comes to Cheesecake Factory, like why do I need to run out of that stock? They get the next 10 years of growth ahead. So, what is the point? Like, what is the point of running out of cheesecake?

So, that that's my perspective on that one. It's just continues to be a hold. If it ever got really overvalued, like the forward P went to like a 35 or something, uh, then I would probably position out or, and when I say position out, I still don't mean sell it all, but I would sell a big portion of my shares.

But right now, forward P on Cake is probably realistically 20-ish. When I got a company that has a 10year runway of growth ahead, why am I going to position out when the forward P is maybe a 20, right? So, that that's my perspective on cake

看原视频00:38

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CAKE

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