这四只股票是 Adobe、MGM Resorts、Dick Sporting Goods 和 Lyft。
Those four stocks are Adobe, MGM Resorts, Dick Sporting Goods, and Lyft.
最后，我最喜欢且最被忽视的股票之一，其市盈率仅为 2.5 倍。不要以滚动基础来看这个数字，因为其中包含一些一次性项目。更好的指标是约 9 倍的远期市盈率，或约 5.5 倍的远期自由现金流。
另一只可能有点被忽视的股票是 Lyft。Uber 是我拥有的一只股票，但 Lyft 是当今拼车领域真正的价值投资。市值 64 亿美元，但看看这个，企业价值仅为 58 亿美元，因为他们的资产负债表上有净现金。
这意味着他们可以回购股票，如果他们愿意，他们可以偿还债务，他们可以出去进行收购，就像他们在过去一年左右对 FreeNow 这样的公司所做的那样，而且估值绝对疯狂。企业价值与销售额之比为 0.9，你的市价与自由现金流之比在滚动基础上低于 6。在远期基础上，也大约为 5.5。
Another stock that may be a little bit overlooked is Lyft. Uber is a stock that I own, but Lyft is the real value play in ride sharing today. $6.4 billion market cap, but look at this, the enterprise value just $5.8 billion because they have net cash on the balance sheet. That means they can buy back stock if they want, they can pay down their debt, they can go out and make and make acquisitions, which they've done with companies like FreeNow over the past year or so, and the valuation is absolutely crazy. 0.9 enterprise value to sales, and your price to free cash flow on a trailing basis is under six. On a forward basis, also about 5.5.