$PEP
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Serenity 中性
作为传统价值投资案例被提及,未明确看多或看空。
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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
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