EXCLUSIVE: Early GameStop Investor Is Looking Elsewhere For Opportunity — 'If You Play Stupid Games, You Are Going To Win Stupid Prizes'
EXCLUSIVE: Early GameStop Investor Is Looking Elsewhere For Opportunity — 'If You Play Stupid Games, You Are Going To Win Stupid Prizes'
Rod Alzmann, founder of GMEdd.com, was a big supporter of GameStop Corp (NYSE:GME) when seemingly no one else was interested. Now that the stock is running wild, he's looking to put money to work elsewhere.
GMEDD.com的創始人羅德·阿爾茲曼是GameStop Corp（紐約證券交易所代碼：GME）的大力支持者，當時似乎沒有其他人感興趣。現在這隻股票正在瘋狂行情，他想把錢投入到其他地方。
What To Know: Thursday on Benzinga's YouTube show "Benzinga Live," Alzmann detailed some of his earliest investments in GameStop, long before it ever became a meme name.
須知：週四在本辛加的YouTube節目 “Benzinga Live” 上，阿爾茲曼詳細介紹了他在GameStop成爲模因名稱之前就對GameStop的一些最早投資。
Alzmann first bought GameStop shares in the early 2000s. It was actually the first stock he ever invested in, he said, adding that he ended up selling it for a profit while he was in high school.
阿爾茲曼在2000年代初首次購買了GameStop的股票。他說，這實際上是他投資的第一隻股票，並補充說，他在讀高中時最終將其出售以獲利。
Towards the end of 2017, he decided to buy into the stock again. As GameStop shares traded lower in 2018 and 2019, he kept increasing his stake until his GameStop position represented a majority of his investment portfolio. At that time he was down over 50%, he said.
在2017年底，他決定再次買入該股。隨着GameStop股價在2018年和2019年走低，他一直在增加股份，直到他的GameStop頭寸佔其投資組合的大部分。他說，當時他下跌了50％以上。
"It was a very painful multi-year experience," Alzmann said.
阿爾茲曼說：“這是一次非常痛苦的多年經歷。”
"I loved GameStop when everyone hated it. I don't like it so much nowadays, but again, that's just the way the world works."
“我喜歡GameStop，當時每個人都討厭它。我現在不太喜歡它，但同樣，這正是世界的運作方式。”
Alzmann told Benzinga that following the recent surge in volatility in GameStop Corp (NYSE:GME) and AMC Entertainment Holdings Inc (NYSE:AMC), investors should be looking for other ways to make money in these meme stocks besides buying shares.
阿爾茲曼告訴本辛加，繼GameStop Corp（紐約證券交易所代碼：GME）和AMC娛樂控股公司（紐約證券交易所代碼：AMC）最近波動性激增之後，投資者除了購買股票外，還應該尋找其他從這些模因股票中賺錢的方法。
If you are buying stock in GameStop or AMC right now, it's difficult to say there is a margin of safety, and just as challenging to reason that future cash flows justify the risk you are taking on, he said: "It's that simple."
如果你現在正在購買GameStop或AMC的股票，很難說有一定的安全餘地，同樣難以推斷未來的現金流證明你所承擔的風險是合理的，他說：“就這麼簡單。”
"The nice thing is you don't have to participate in stupid games. Because if you play stupid games, you are going to win stupid prizes," Alzmann said.
“好處是你不必參與愚蠢的遊戲。因爲如果你玩愚蠢的遊戲，你就會贏得愚蠢的獎品，” 阿爾茲曼說。
Don't Miss: EXCLUSIVE: Citron Research's Andrew Left Is Short GameStop Again
千萬不要錯過：獨家：Citron Research 的 Andrew Left 又做空了 GameStop
What Alzmann Is Watching: Instead of playing "stupid games" with GameStop stock, Alzmann is keeping a close eye on a part of the market that has battled headwinds in recent years: the automotive sector.
阿爾茲曼正在關注什麼：阿爾茲曼沒有用GameStop的股票玩 “愚蠢的遊戲”，而是密切關注近年來與不利因素作鬥爭的市場：汽車行業。
The arrival of electric vehicles on the scene caused people to write off a lot of the internal combustion engine (ICE) players, especially companies that provide valuable parts for ICE vehicles, he said.
他說，電動汽車的到來使人們註銷了許多內燃機（ICE）參與者，尤其是爲ICE車輛提供有價值零件的公司。
He's targeting some of the component providers like Allison Transmission Holdings Inc (NYSE:ALSN) and Garrett Motion Inc (NASDAQ:GTX) who make transmissions and turbochargers, respectively, for ICE companies. Both Allison Transmission and Garrett Motion are trading at single-digit earnings multiples and are aggressively buying back stock, he said.
他的目標是一些零部件供應商，例如艾裏遜變速箱控股公司（紐約證券交易所代碼：ALSN）和加勒特汽車公司（納斯達克股票代碼：GTX），他們分別爲ICE公司生產變速箱和渦輪增壓器。他說，艾裏遜變速箱和加勒特動感的交易價格均爲個位數的收益倍數，並正在積極回購股票。
"Get out of the stocks everyone else is talking about if you're trying to be a more active participant," Alzmann said.
阿爾茲曼說：“如果你想成爲更活躍的參與者，就退出其他人都在談論的股票。”
GME, AMC Price Action: GameStop shares closed 30% lower at $27.67 and AMC shares were down 15.3% at $4.64 on Thursday, per Benzinga Pro.
GME，AMC價格走勢：根據Benzinga Pro的數據，GameStop股價週四收盤下跌30％，至27.67美元，AMC股價下跌15.3％，至4.64美元。
Image created with artificial intelligence via Midjourney and LinkedIn photo.
通過 Midjourney 和 LinkedIn 照片使用人工智能創建的圖片。
譯文內容由第三人軟體翻譯。