Enpro:先進表面技術(AST)的成長與密封產品的耐用性足以支撐其估值溢價(NYSE:NPO)
· seekingalpha.com
買進 Enpro (NPO):具備穩定的密封業務利潤率、快速成長的半導體 AST 業務、定價權以及經常性收入。
I take a fundamentals-based approach to value investing.I disagree with the common misconception held by many investors that low multiple stocks must be cheap. ...