cover of episode New RMD Rules for Retirees in 2024!

New RMD Rules for Retirees in 2024!

2024/11/19
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Justin
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Luke
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Justin咨询了关于投资KKR Financial (KKR) 的意见以及合适的入场点。Justin指出KKR是最大的另类投资管理公司之一，业务表现良好，但股价处于历史高位，并对私募股权投资的风险表示担忧，认为在高估值下风险较高，更适合短线交易。Luke则补充了对另类投资管理公司商业模式的分析，指出其收入主要基于收取费用，虽然费用有所压缩，但管理费仍在增长，现金流也在改善，但估值可能过高。对于Uber，Justin 提到其股价近期出现下跌，虽然盈利预期创新高，但估值是否合理存在疑问。Luke则分析了Uber的业绩，指出其去年首次实现盈利，收入和利润率均显著增长，但股价可能仍存在一定风险。

Deep Dive

Chapters
The podcast discusses various investment opportunities and risks, including stocks like KKR, Uber, Dell, AAON, United Rentals, Bitcoin, Autoliv, and TransDigm Group, highlighting valuation, technicals, and market dynamics.
  • KKR, Uber, Dell, AAON, United Rentals, Bitcoin, Autoliv, and TransDigm Group discussed.
  • Valuation, technicals, and market dynamics analyzed for each stock.

Shownotes Transcript

**Retirees will be impacted by significant changes to Required Minimum Distributions (RMDs) in the SECURE 2.0 Act. **

Today's Stocks & Topics: KKR - KKR & Co. Inc., UBER - Uber Technologies Inc., Market Wrap, New RMD Rules for Retirees in 2024!, DELL - Dell Technologies Inc. Cl C, AAON - AAON Inc, URI - United Rentals Inc., Bitcoin, ALV - Autoliv Inc., TDG - TransDigm Group Inc. Advertising Inquiries: https://redcircle.com/brands)Privacy & Opt-Out: https://redcircle.com/privacy)