The Intrinsic Value Podcast发布 2026-09-03
《Ranking our Portfolio Watchlist – Meta, CSU, Copart, Shopify (Tier List)》
$RMS未站边
现在不买入爱马仕；35倍市盈率的估值使其吸引力不如其他机会，但持有现有股份是可以接受的。
我认为LVMH。是的。CD和……这很难。这很难，因为像爱马仕是质量更好的业务。但这也可能是一把双刃剑。但是，你支付的估值，你知道，20倍市盈率对比35倍市盈率，几乎抵消了它们之间的差异。
我不知道。我可能会把它们都坚定地放在C，或者如果你想把爱马仕放高一点，我觉得那也没问题。
What you would have >> I think LVMH. Yeah. CD and >> it's tough. It's tough though because like Hermes is the is a better quality business. >> But then it could cut both ways. Well, but but then the valuation you're paying, you know, 20 times earnings versus first versus 35 times earnings almost kind of nullifies the difference between them.
I I I don't know. I would probably put them both like firmly in C or or maybe if you want Hermes a little higher, I think that's fine, too.