m*o
2 楼
Forward P/E > 6
r*k
4 楼
不能只看当前pe,要看5年后pe。
w*n
5 楼
菜鸟野鸡FA一下:F的Debt/Free cash flow = 21.5,也就是说它就算再也不借新债,
而且能够维持现在的赚钱能力,需要21年才能把债都还清了。这还没算债的利息,中间
还不能有意外,再来一次经济危机,它就该破产了。
相比之下,KO的这个比例是2.3,很健康。你也就能理解为什么老巴不投资汽车、航空
、电信这样的产业了。
而且能够维持现在的赚钱能力,需要21年才能把债都还清了。这还没算债的利息,中间
还不能有意外,再来一次经济危机,它就该破产了。
相比之下,KO的这个比例是2.3,很健康。你也就能理解为什么老巴不投资汽车、航空
、电信这样的产业了。
w*n
9 楼
Are you sure it was Buffett's decision rather than Bershire's? Does it sound
like the old Buffett to you?
By the way, his company recently also invested and, shortly after, exited on
Intel. How is that consistent with his philosophy and usual viewpoint on
high-techs?
It makes me wonder what happens to his magic touch? His investment has been
generally underperforming in recent years.
【在 J*K 的大作中提到】![](/moin_static193/solenoid/img/up.png)
: isn't Buffet investing GM?
like the old Buffett to you?
By the way, his company recently also invested and, shortly after, exited on
Intel. How is that consistent with his philosophy and usual viewpoint on
high-techs?
It makes me wonder what happens to his magic touch? His investment has been
generally underperforming in recent years.
【在 J*K 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: isn't Buffet investing GM?
k*o
10 楼
债务过高,赚点钱都得用来还债。除非F能研发出来什么逆天的车型。
w*u
11 楼
为啥F的债务这么高?前两年经济危机借钱太多了?
相关阅读