What Zac美股笔记 said in this video:
- NVDAbullishlong-termThe host sees the scandal as a short-term event with no long-term fundamental impact and expects revenue to keep growing; he has no plan to sell, would add near 170 if the issue is only personal, considers the stock cheap versus his DCF value of 360, but will not trade before the November 18 congressional briefing because political and espionage risk is beyond his ability to judge.Source
- AMZNneutralThe host cites Jeff Bezos of Amazon as an example that personal moral flaws have nothing to do with corporate operations or fundamentals, a brief neutral remark using a past case with no price direction for Amazon.Source
- UNHneutralThe host uses last year's assassination of UnitedHealth's chief executive as an example that such short-term shocks only cause temporary volatility and should not be a reason to sell a stock, a brief neutral observation with no price direction.Source
- NFLXneutralThe host cites Netflix as a company where most shareholders do not know or care who the chief executive is, a brief neutral observation without a price direction.Source
- MCDneutralThe host cites McDonald's as an example of a company where the identity of the chief executive barely matters to most shareholders, a brief neutral observation with no price direction.Source
- KOneutralThe host groups Coca-Cola with McDonald's and Netflix as companies where the chief executive's identity is unimportant to most shareholders, a brief neutral view with no price direction.Source
- TSLAneutralThe host says one reason he does not buy Tesla is that tying a company's fate to one person is too risky, repeatedly worrying about what would happen if something happened to Elon Musk, so he avoids the stock without stating a price direction.Source