Rational Investing - Cameron Stewart, CFA 对 $PLAY 的判断变化

2026-08-11看跌
Celsius Holdings (CELH) - 6x Cash on Cash Return!
PLAY相对于营收而言债务过高,需要大幅运营重组才能生存;当前基本面疲弱。

Playboy似乎很有趣。非常低的市值,方向正确。收入同比增长11%,上个季度净利润为正,被遗忘的标志性品牌。

Playboy seems interesting. Very low market cap going in the right direction. Growing revenue 11% year-over-year positive net income last quarter forgotten iconic brand.

好吧,我不得不这么做。让我们看看。我内心的13岁小孩想看看这是怎么回事。好吧,让我们调出来。让我们看看一些现金流。

Okay, I had to do it. Let's uh let's see. The 13-year-old in me wants to see what this has to do. All right, let's pull it up. Let's take a look at some cash flow.

不是,让我们看看。Playboy股票。我们有什么?哎哟。每股40美元的峰值跌到每股1.22美元。哦,我的天。EBITDA企业市值1.36亿美元。

Wasn't Let's see. Playboy stock. What do we got? Ouch. $40 a share peak down to a$122 a share. Oh my god. Ebida enterprise market cap $136 million.