金宝汤

虽然品牌消费品的品牌、渠道都很重要，甚至这方面被投资者分析得更多，但最重要的是产品竞争力。$可口可乐(KO)$ 和麦当劳的关键是产品好吃好喝。这个好吃好喝的定义是同等价格带内，一百个人里60-70人都觉得可口可乐和麦当劳最好吃。从这个角度考虑，$金宝汤(CPB)$ 的产品似乎安全一点，超市自有品...

$金宝汤(CPB)$ 看了一下这个垃圾公司的垃圾资本配置，跌得不冤。。。

$金宝汤(CPB)$ 144 Report of proposed sale of securities Accession Number: 0001949846-25-000718  Act: 33  Size: 4 KB 网页链接

$金宝汤(CPB)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001383493-25-000007  Size: 8 KB 网页链接

$金宝汤(CPB)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001554779-25-000007  Size: 4 KB 网页链接

$金宝汤(CPB)$ FWP Filing under Securities Act Rules 163/433 of free writing prospectuses Accession Number: 0001193125-25-316129  Act: 34  Size: 20 KB 网页链接

$金宝汤(CPB)$ 424B2 Prospectus [Rule 424(b)(2)] Accession Number: 0001193125-25-317774  Act: 33  Size: 788 KB 网页链接

$金宝汤(CPB)$ SCHEDULE 13G Statement of Beneficial Ownership by Certain Investors Accession Number: 0001104659-26-004992  Act: 34  Size: 6 KB 网页链接

$金宝汤(CPB)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001729553-26-000002  Size: 4 KB 网页链接

$金宝汤(CPB)$ 8-K Current report, item 5.07 Accession Number: 0000016732-25-000117  Act: 34  Size: 596 KB 网页链接

$金宝汤(CPB)$ 8-K Current report, items 1.01, 3.02, and 9.01 Accession Number: 0001193125-25-311905  Act: 34  Size: 1 MB 网页链接

$金宝汤(CPB)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001387148-25-000008  Size: 5 KB 网页链接

$金宝汤(CPB)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001563556-25-000007  Size: 5 KB 网页链接

$金宝汤(CPB)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001647807-25-000008  Size: 5 KB 网页链接

$金宝汤(CPB)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0002078870-26-000002  Size: 13 KB 网页链接

$金宝汤(CPB)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001104659-26-002250  Size: 6 KB 网页链接

$金宝汤(CPB)$ SCHEDULE 13G Statement of Beneficial Ownership by Certain Investors Accession Number: 0001104659-26-004996  Act: 34  Size: 6 KB 网页链接

$金宝汤(CPB)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001940579-25-000006  Size: 4 KB 网页链接

现在是数字时代，巴菲特所代表的价值投资2.0版已经过时。原因在于他所说的护城河（比如消费品的品牌）正在被科技冲破，而且它们的城往往不值得捍卫。平台科技公司在增长潜力方面，远远胜过传统的消费品品牌，比如可口可乐、金宝汤等。

回复@BubblePops: $金宝汤(CPB)$ 资金如果从科技股流向消费板块，金宝汤就是个很不错的选择。首先，它是消费防御性股票，其次，现在估值又处在低位，拿着等价值回升吧。//@BubblePops:回复@BubblePops:白天加了一笔心动，下班后速览了金宝汤26财年一季度财报，除了营收或略高于此前预估，经营利润...