$EXR 全部观点 · 美股听风

Ale's World of Stocks发布 2026-09-12

《Every Stock I'm Buying in September 2026 (Huge Opportunities)》

$EXR看涨

由于当前表现不佳，愿意对 EXR 已有的大额仓位继续加仓，并将其视为一只出色的自助仓储 REIT。

EXR，另一个很好的标的。

EXR, another great read.

EXR，我们持有非常大的仓位。它排第几来着？我记得是我们的第五大持仓。所以，不一定想让EXR在账户里变得太大，但既然它仍然是负收益，我愿意再买入更多。它是一只自助仓储类的REIT，我认为它也非常出色。

Um, EXR, we have a very large position in them. It's what was it? It was our fifth largest, I believe. So, don't necessarily want to make EXR too big in the account, but the fact that it is still negative, I would be willing to buy more of it.

It's a um self- storage rate and I think it's a fantastic one, too.

看原视频21:10

更早的记录

The Intrinsic Value Podcast发布 2026-08-09

《Exor NV (EXO): The Massive Discount Continues To Widen》

$EXR看涨

Exor相对资产净值的大幅折价提供了不对称的投资机会，其潜在回报来自法拉利的复利增长以及最终资产净值的正常化。

Exor肯定继续以相对于其资产净值的巨大折价进行交易。但只要Exor没有大幅缩小价格与价值之间的差距，并且只要法拉利一切顺利，我们真的看不到卖出这项业务的太多理由。

Xer is definitely continuing to trade at this massive discount to its net asset value. But as long as Exo doesn't drastically close the price and value gap, and as long as things are going well for Ferrari, we don't really see much of a reason to sell this business.

即使折价保持巨大，Exor的股票也会随着其资产净值的增加而上涨。下行风险是折价进一步扩大。但我认为，对于这种资产负债表上有真实且有价值的资产、无法完全注销的情况，折价要变得更宽将是前所未有的。

And even if it stays at a massive discount, well, Exor stock will increase as its NAV increases. The downside being that the discount widens even more. But I think it would be really unprecedented for the discount to get much wider for this type of situation where there are real valuable assets on the balance sheet that cannot be entirely written off.

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