· 个股论点

UPWK估值极低且期权信号积极,是极具吸引力的价值投资标的。

涉及标的:

中文翻译

$UPWK 是最安全的价值投资标的,甚至优于 $UNH、$NVO、$GOOGL 等。做市商清洗了 Upwork 8月15日到期的看涨期权未平仓合约,目前股价正在反弹,理应高于 $17.5+。一家年营收 7.7 亿美元、毛利率约 80% 的 18 亿美元软件公司,几乎是白送的钱。

英文原文

$UPWK is the safest value play, even over $UNH, $NVO, $GOOGL, and others. Market makers flushed Upwork call open interest for August 15th, and now it's rallying where it should be above $17.5+. A 1.8B software company with ~80% gross margins doing 770m in annual revenue is almost free money.

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