Is Farfetch (FTCH) a Smart Long-term Buy?
Is Farfetch (FTCH) a Smart Long-term Buy?
Miller Value Partnersrecently released its Q3 2020 Investor Letter, a copy of which you candownload here. The Opportunity Equity Fund posted a return of 13.01% for the quarter (net of fees), outperforming its benchmark, the S&P 500 Index which returned 8.93% in the same quarter. You should check out Miller Value Partners' top 5 stock picks for investors to buy right now, which could be the biggest winners of this year.
Miller Value Partners最近發佈了其2020年第三季度投資者信函，您可以在此處下載該信函的副本。機會股票基金公佈的本季度回報率爲13.01％（扣除費用），超過其基準標準普爾500指數，後者同期回報率爲8.93％。你應該去看看 Miller 價值合作伙伴“投資者目前最值得購買的五大股票精選，這可能是今年最大的贏家。
In the said letter, Miller Value Partners highlighted a few stocks and Farfetch Ltd (NYSE:FTCH) is one of them. Farfetch Ltd (NYSE:FTCH) is an online luxury fashion retail platform that sells products from over 700 boutiques and brands from around the world. Year-to-date, Farfetch Ltd (NYSE:FTCH) stock gained 171.8% and on October 30th it had a closing price of $28.13. Here is what Miller Value Partners said:
在上述信中，米勒價值合夥人重點介紹了幾隻股票和 Farfetch 有限公司 （紐約證券交易所代碼：FTCH）是 一 其中。Farfetch Ltd（紐約證券交易所代碼：FTCH）是一個在線奢侈品時裝零售平台，銷售來自全球700多家精品店和品牌的產品。今年迄今爲止，Farfetch Ltd（紐約證券交易所代碼：FTCH）的股票上漲了171.8％，10月30日的收盤價爲28.13美元。以下是米勒價值合夥人所說的話：
Pixabay/Public Domain
Pixabay/公共領域
In July, wepublished an articlerevealing Miller Value Partners bullish investment thesis on Farfetch Ltd (NYSE:FTCH) stock in its Q2 2020 investor letter. This suggests that the investment firm has been bullish for a long time on Farfetch Ltd (NYSE:FTCH).
7月，我們在2020年第二季度投資者信函中發表了一篇文章，揭示了米勒價值合夥人對Farfetch Ltd（紐約證券交易所代碼：FTCH）股票的看漲投資論點。這表明該投資公司長期以來一直看好Farfetch Ltd（紐約證券交易所代碼：FTCH）。
In Q2 2020, the number of bullish hedge fund positions on Farfetch Ltd (NYSE:FTCH) stock increased by about 68% from the previous quarter (see the chart here), so a number of other hedge fund managers believe in Farfetch's growth potential. Our calculations showed that Farfetch Ltd (NYSE:FTCH) isn't ranked among the30 most popular stocks among hedge funds.
在2020年第二季度，Farfetch Ltd（紐約證券交易所代碼：FTCH）股票的看漲對沖基金頭寸數量比上一季度增加了約68％（見此處的圖表），因此其他一些對沖基金經理相信Farfetch的增長潛力。我們的計算顯示，Farfetch Ltd（紐約證券交易所代碼：FTCH）不在對沖基金中最受歡迎的30只股票之列。
The top 10 stocks among hedge funds returned 185% since the end of 2014 and outperformed the S&P 500 Index ETFs by more than 109 percentage points. We know it sounds unbelievable. You have been dismissing our articles about top hedge fund stocks mostly because you were fed biased information by other media outlets about hedge funds' poor performance. You could have doubled the size of your nest egg by investing in the top hedge fund stocks instead of dumb S&P 500 ETFs. Below you can watch our video about the top 5 hedge fund stocks right now. All of these stocks had positive returns in 2020.
自2014年底以來，對沖基金中排名前十的股票的回報率爲185％，比標準普爾500指數ETF高出超過109個百分點。我們知道這聽起來令人難以置信。你之所以駁回我們關於頂級對沖基金股票的文章，主要是因爲其他媒體向你提供了有關對沖基金表現不佳的偏見信息。通過投資頂級對沖基金股票而不是愚蠢的標準普爾500指數ETF，你可以將儲備金的規模擴大一倍。您可以在下面觀看我們關於目前排名前五的對沖基金股票的視頻。所有這些股票在2020年都獲得了正回報。
Video: Top 5 Stocks Among Hedge Funds
視頻：對沖基金中排名前五的股票
At Insider Monkey we scour multiple sources to uncover the next great investment idea. For example, Federal Reserve has been creating trillions of dollars electronically to keep the interest rates near zero. We believe this will lead to inflation and boost real estate prices. So, we recommended this real estate stock to our monthly premium newsletter subscribers. We go through lists like the 10 most profitable companies in the world to pick the best large-cap stocks to buy. Even though we recommend positions in only a tiny fraction of the companies we analyze, we check out as many stocks as we can. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. You can subscribe to our free enewsletter below to receive our stories in your inbox:
在Insider Monkey，我們搜尋了多個來源，以發現下一個不錯的投資想法。例如，聯儲局一直在通過電子方式創造數萬億美元，以將利率保持在零附近。我們認爲這將導致通貨膨脹並提振房地產價格。因此，我們向我們的每月高級時事通訊訂閱者推薦了這隻房地產股票。我們會瀏覽全球十大最賺錢的公司等名單，挑選最適合買入的大盤股。儘管我們只建議在我們分析的公司中有一小部分持倉，但我們會盡可能多地查看股票。我們閱讀對沖基金投資者的來信，並在對沖基金會議上聽取股票推介。您可以在下面訂閱我們的免費電子通訊，在您的收件箱中接收我們的故事：
Disclosure: None. This article is originally published atInsider Monkey.
披露：無。本文最初發表在 Insider Monkey 上。
譯文內容由第三人軟體翻譯。