$ESMT
1 位大V提及 · 2 条相关推文
Serenity
看多
作者认为ESMT估值低且legacy memory业务耐久性获新评论支撑，Q4涨价和供给紧张有望延续至2028年或更久，因此看好其表现。
相关推文时间线
Serenity
看多
2026-10-23 01:10
作者认为ESMT估值低且legacy memory业务耐久性获新评论支撑，Q4涨价和供给紧张有望延续至2028年或更久，因此看好其表现。
Actually $ESMT and my legacy memory names held up better than the rest of the AI trade.
Probably did better... since ESMT is around 1.6x runrate P/E, annualized off July earnings.
This was more of a durability/PSMC hike sensitivity type thesis, but... we got durability support now from brand new
Serenity
中性
2026-09-22 13:36
作为高增长低估值案例被提及，但未明确看多或看空。
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