《Betting On This Year's Worst Stock: Intuit》
INTU因市场对AI的过度担忧而被低估，其强劲的基本面和护城河支持均值回归的看涨论点。
你有一家拥有主导市场份额的公司，营收以两位数的速度增长，营业利润率超过25%，并产生超过50亿美元的自由现金流。此外，它还在支付不断增长的股息。
You've got a company with dominant market share, growing revenues at double-digit rates, boasting operating margins north of 25%, and throwing off more than $5 billion of free cash flow. Plus, it's paying a growing dividend.
那么，当你听到这只股票是今年整个标普500指数中表现最差的，从高点下跌近23%时，你会感到惊讶吗？那家公司就是Intuit。除非这家企业未来几年注定要彻底崩溃，否则在其市盈率处于10年低点时买入股票似乎确实是一笔划算的交易。
So, would you be surprised to hear that this same stock is the single worst performer in the entire S&P 500 this year, down nearly 23 from its high? That company is into it. And unless this business is set to completely implode over the next few years, getting shares at a 10-year low in its price to earnings ratio seems like a real steal.