Được nói ngày 26/09/2023, tại 21:57 trong video.
“I believe just like I did with apple and Microsoft and Costco five years ago that these companies would beat the market I believe the same will happen with s p Global I think the company's going to beat the market and that's why I purchased nearly 70 000 of the company”Một vị thế người nói đang nắm giữ: có hiển thị, không tính vào thành tích.
Giá đóng cửa của SPGI, đã điều chỉnh theo chia tách cổ phiếu. Vùng tô là khung 1 năm: bắt đầu từ phiên đóng cửa đầu tiên sau khi video được đăng và kết thúc ở phiên đóng cửa cuối cùng không muộn hơn một năm sau ngày video được đăng.
Một vị thế người nói đang nắm giữ: có hiển thị, không tính vào thành tích.
4.3 billion dollars in free cash flow in 2023 with a market cap of 118 billion s p globals being valued around 3.4 percent free cash flow yield that is the current valuation which is very similar to the S P 500 meaning that investors are currently pricing this company with the same level of risk and future growth assumptions as the rest of the S P 500 and my view is that SMP Global is a much better company than the aggregated weighted average of the S P 500 and I believe just like I did with apple and Microsoft and Costco five years ago that these companies would beat the market I believe the same will happen with s p Global I think the company's going to beat the market and that's why I purchased nearly 70 000 of the company now I don't highlight this to try to sell the company to you or have you invest in it it's a large enough market cap that that doesn't really make a difference the reason that I highlight my investment thesis here is to show that it's important to have some type of knowledge about the company you're investing in and to have a sound thesis to not buy large amounts of companies like this without doing adequate research and there is always a chance that things don't
Lời của người nói được giữ nguyên văn và không bao giờ được dịch. Đường dẫn mở đúng giây đó trong video.
Joseph Carlsonmột nhận định không rõ hướng
“I believe it will have a stable market beating return, and that's why it's my biggest position.”
20/08/2025
Joseph CarlsonSPGIsẽ vượt trội hơn
“I think it will outperform the S&P 500 over the next 5 years”
04/03/2025 · sau 1 năm
Joseph Carlsonmột nhận định không rõ hướng
“it's one of the most Dependable growth companies in the market that I believe will outperform over a 10-year basis”
10/01/2025
Joseph CarlsonSPGIsẽ tăng
“I think the company will grow its free cash flow per share around 10 to 13 percent over the next decade”
15/02/2023 · sau 1 năm