Original Summary

Also one more filter for today: 🔲 Public company ☑️ Privately owned 🔲 Government owned I love ETFs as much as the next guy but they do put a pressure on stocks to grow by 10%/year or more Hotels have a hard time doing that, so how do you grow? You cut costs and big hotel chains have been doing that in the name of DEI and ESG and wokeness a lot. Locking down ACs, no daily cleaning, cutting corners, etc. it all saves money Those cost savings mean higer profit margins mean growth! Great as an ETF or stock holder, terrible as a hotel guest So you can now filter on privately owned One of the most consistent quality hotel chains I visit is Four Seasons (recommended by many people on here), not cheap, but almost always a good experience Guess who owns Four Seasons? It's private! And it's @billgates and @Alwaleed_Talal They must have a had such terrible hotel experiences, they had to buy their own hotel to get a good one! Can you imagine? 😂 @levelsio : Added this honest affiliate notice Link: https://x.com/levelsio/status/2107204763053924846

中文概览

中文标题: 今天再加一个筛选条件:上市公司/私营/政府所有

今天再加一个筛选条件:上市公司/私营/政府所有。ETF会迫使股票每年增长10%以上,酒店难以做到,于是大型连锁通过削减成本求增长,如锁空调、不每日清洁等,以DEI、ESG等名义进行;对股东好,对住客糟。因此可按私营所有筛选。四季酒店是稳定优质连锁,由比尔·盖茨和Alwaleed_Talal私营拥有;他们大概因糟糕住宿体验才买下酒店。@levelsio 加了诚实的联盟披露。


  • 情报分类:商业与市场研究
  • 分类依据:讨论ETF压力、酒店削减成本与私营所有权,属商业与市场研究。
  • 信息来源:AI / AI前沿 / levelsio @levelsio
  • 发布时间:2026/10/6 07:35:24