Value Investing with Sven Carlin, Ph.D.发布 2026-08-28
《ONON, LULU, NIKE, DECK, BIRK, ANTA Sector Analysis》
$BIRK看跌
BIRK在私募股权收购后面临质量恶化和利润停滞，导致前景悲观。
甚至 Michael Bur 也做了一些你未提及的操作，他买入了 Birkenstock。这是我们应当重点讨论的股票，因为它占据了重大的投资组合仓位。
And even Michael Bur has added something that you didn't comment that he bought Birkenstock. That's the stock we need to discuss with a significant portfolio position.
Birkenstock Holding 几年前上市。该公司十年前在斯普利特收购了一家酒店，斯普利特位于我的祖国克罗地亚。后来他们卖掉了这家公司，因此原所有者已经退出。
Now Birkenstock holding went public a few years ago the hairs of the Birkenstock holding bought a hotel in Split 10 years ago. That's in my country Croatia. Then they sold the company. So the owners left.