WMT

"إليكم وول مارت. والآن، وول مارت تسيطر على سامز كلوب. إنها ليست منافساً مباشراً بنفس درجة بي جايز، لكن يمكنك أن ترى أن أداء وول مارت كان جانبياً في الغالب، أليس كذلك؟"

"and Walmart. I'm less interested in Walmart personally, but whatever."

"Now, for context on that, Walmart is sitting at a 36 forward multiple, meaning the market is pricing in more growth for Walmart than Meta over the next couple of years. Tell me if that makes any sense. And tell me if anybody actually believes that."

"Look at Walmart. This is since about Valentine's Day. Walmart stocks down about 20%. So it's in like a full-blown blown correction now at this point in time."

"If you do the exact same analysis on a company like Walmart, you see the exact same results. Revenue is growing. The company is trying to be profitable and it's returning capital to shareholders. So, Walmart is also very clearly in phase four of the capital return phase."

"So, I bought stocks like Walmart, Kimberly Clark, um you know, Kagra Foods, like very boring companies, but understanding like how to look at a PE ratio and look at a business model for stability and those sorts of things helped out in a tremendous way."

"But you know what was before that? Before those it was Walmart. It was Kimberly Clark. It was Kagra Foods. Those boring freaking stocks, right?"

"Amazon has much less physical stores than Walmart, but Walmart spends about $29 billion on capex."

"سنبدأ مباشرةً بتحليل سهم وول مارت. تُعدّ هذه دراسة حالة مثيرة للاهتمام, فتاريخيًا، حققت وول مارت أداءً ممتازًا خلال العقد الماضي"

"Walmart's been trying for years and they just can't make a dent in regards to what Amazon does."

"companies like Walmart, companies like Costco, McDonald's, a lot of TJ Maxx, a lot of the apparels, LVMH, Lululemon, Nike, Uber, even PepsiCo, and and even Waste Management is being affected by diesel prices and all those companies. Anything that has to do with the consumer is trading near its 52- week close."

"However, the one caveat to all of this is that businesses like Walmart are more willing to become the commoditized logistics layer and integrate with agents."

"وول مارت لا تزال تنمو ، وتارغت لا تزال تنمو ، وكذلك هوم ديبوت، ولوز، كل هذه الشركات تواصل النمو."

"Heading into earnings, Nvidia trades at a forward PE. That's nearly half of what Walmart trades at. Walmart, guys. A discount store."

"My buy limit order for Walmart went through while we were on a boat in Sardinia."

"Walmart. Not really a stock that interests me. Why? Well, look at the Ford P on the stock. It's 37. Look at the 2-year Ford P is 31. That's pretty darn high, right? Why would I want to buy Walmart at that s those sorts of forward PS"

"there's a stock and this stock is named Walmart. Now, I don't personally own Walmart stock, but it was interesting because yesterday it was all in the news. Walmart stock tumbles 9%. Biggest downward move in years."

"Walmart, you actually have valuation problems with that stock."

"On Thursday, also a very, very big one. Walmart, very important."

"And then when I look at the holdings, Micron, Bergkshire, Walmart, Caterpillar, Walmart is a P ratio 40."

"ثم تدفقت كل الأموال إلى أسهم شركات مثل كوكاكولا، وول مارت، وبوينغ، أي الأسهم غير المرتبطة بالذكاء الاصطناعي. وارتفعت هذه الأسهم بنسب مضاعفة."

"مثل ماكدونالدز وبوينغ وول مارت. لم يرغب بها أحد، وتم التخلص منها لعدم وجود شركات إنترنت، أليس كذلك؟ ثم في عام 2000، عندما انفجرت فقاعة الإنترنت"

"Walmart's up 24%."

"He also's bullish on Nvidia and he compares the valuation of Nvidia to Walmart and Costco."

"He also's bullish on Nvidia and he compares the valuation of Nvidia to Walmart and Costco."