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Brian Feroldi发布 2026-09-05

《Warren Buffett: How To Calculate Intrinsic Value》

$KO看跌

如果你看看他今天的投资组合中的公司，你会看到许多前景非常光明的企业，如美国运通、可口可乐和谷歌。

If you look at the companies in his portfolio today, you will see many businesses with very promising futures such as American Express, Coca-Cola, and Google.

现在让我们看看可口可乐，我们可以看到可口可乐也处于第四阶段，即资本重组阶段。

Now let's look at Coca-Cola, and we can see that Coca-Cola is also in the fourth stage, the capital recapitalization stage.

看原视频00:56

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Rational Investing - Cameron Stewart, CFA发布 2026-08-12

《The Best Tech Stock to Buy Now: Microsoft vs Meta vs Apple!》

$KO看跌

KO估值相对低增长而言偏高；持看空立场。

所以，可口可乐在收入上超过了预期，收入130亿美元，增长6%。他们的股票看起来没有太大动静。我说过32倍，抱歉，23倍的企业价值。EBITDA对我来说似乎很贵。对于一家收入增长不大的公司来说。收益也没有太大变化。

So, Coca-Cola uh beat earnings on revenue, $13 billion in revenue, up 6%. Their stock doesn't look like it's doing too much. I said it was a 32% uh, excuse me, 20 23 times enterprise value.

EPIDA seems rich to me. Uh, for a company that largely isn't really growing revenue all that much. Earnings not doing a whole lot.

看原视频13:12

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