$DPZ
1 位大V提及 · 1 条相关推文
Serenity
中性
作为传统价值投资案例被提及,未明确看多或看空。
相关推文时间线
Serenity
中性
2026-09-22 13:36
作为传统价值投资案例被提及,未明确看多或看空。
I feel like traditional "value investing" went into hibernation.
Before it was finding a 10x -12x P/E company like $UPWK or $PYPL, Dominoes, Pepsi. Or even a cheap Japanese company below book value.
Then just enjoying slow growth but buyback/dividend appreciation from their cashflow.
Now you can