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Sohn Conference Foundation · · 10 分钟

Larry Robbins 在Sohn Investment Conference 2026上的投资推介

Larry Robbins

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TL;DR
  • Robbins的核心框架是:41只S&P 500成分股已经翻倍,而在上涨30%的市场中,近1/3的股票却下跌——“我们从未见过这样的分化”——因此投资者应在两类标的中都选股。 在下跌股中,他寻找那些“基本有韧性,但市场认为它们面临根本性威胁,而这些威胁其实并不存在”的标的;在上涨股中,则关注基本面加速改善的AI基础设施,以及重拾升势后估值仍然便宜的落难天使股。
  • Global Payments在“各项指标都达标”后,以盈利的4倍估值再次被推介。 中东航班中断侵蚀了上季度交易量增长的0.2%,全年可能侵蚀1%;杠杆率预计达到3倍,Elliott和Silver Lake已进入董事会;公司计划回购75亿美元股票,Robbins预计盈利增长超过20%。
  • Genius Sports(GENI)——NFL与体育博彩之间的数据层——当前股价对应Robbins 2028年盈利预测的4倍。 博彩收入的75%由长期合同锁定,合同价格设有20%的上调机制。尽管投资者不喜欢并购和新增杠杆,Robbins仍看好2月完成的收购;他预计营收增长20%、EBITDA/EBIT增长30%,并预计支付业绩对价后杠杆率低于1倍。
  • 谈到AI半导体(AMAT、AMD、ONTO、Intel),Robbins认为这不是纳斯达克5000点行情。 他已持有这些股票一段时间,并在风险收益比变化时择机卖出,但认为需求会加速,随后进入平台期或放缓,却不会回吐。估值约为2028年盈利的20倍;AMD盈利预期从7美元升至16美元以上,华尔街一致预期为12美元,多头预计其2030年盈利能力达到40—50美元,因此440美元的股价“并非不合理”。
  • CVS(Robbins仍是董事会成员)只需把Aetna业务和Oak Street从亏损拉到盈亏平衡,再在数年内达到目标利润率,盈利就可能翻倍;这一判断不假设现金流创造或增长,盈利增量的2/3将来自Medicare Advantage。 Robbins与另外3人加入董事会后,CVS更换了CEO,公司文化也发生了变化。CVS已连续5个季度业绩超预期并上调指引;按Moody’s调整后口径,杠杆率降至4.1倍,未调整口径为3.5倍;Aetna盈利从0美元升至4美元;Health 100将在未来12个月内逐步显现,进攻性资本配置可能在年末或明年年初启动。公司当前市盈率为10倍。
  • 谈及David Einhorn对Centene的看法,Robbins表示:“David是对的”——Medicare Advantage业务具备持久性,行业钟摆正向所有MA参与者摆动;Glenview持有Humana和Centene。
  • 基于TL1A数据,Teva管线价值已从每股3—9美元升至6—12美元;剔除该管线价值后,核心业务估值为盈利的7.5倍,预计明年盈利增长20%。 “Teva light就是Viatris”——Viatris股价已涨至原来的2倍,当前估值为盈利的6倍;其管线风险更高,但自由现金流收益率极高,且期权价值颇具吸引力。Tenet股价涨至原来的3倍,是因为盈利也涨至原来的3倍,且没有估值倍数扩张;如果将杠杆率固定为EBITDA的3倍,未来几年公司可以回购相当于公司2/3的股份。
摘要 · 为研究而整理的核心内容

1. 再度加码:翻倍股和下跌股两头选

  • Robbins的切入框架是:过去一年,41只S&P 500成分股翻倍,而在上涨30%的市场里,近1/3的股票下跌——“我们从未见过这样的分化”。下跌股分成3类:明显失足者、“明摆着的炮灰”,以及他的目标标的——“基本有韧性,但市场认为它们面临根本性威胁,而这些威胁其实并不存在”。
  • 9只标的归入3个篮子:“下跌但蓄势待发、翻倍且动能强劲,以及翻倍但我们仍然看好”。CVS董事会会议上的西装造型和“Together We Build”口号,都指向贯穿始终的扭转主线。

2. 4倍盈利估值的蓄势股:GPN与GENI

  • Global Payments在“各项指标都达标”后再次被推介:中东航空业务中断侵蚀了上季度交易量增长的0.2%,全年可能侵蚀1%;杠杆率预计达到3倍;Elliott和Silver Lake已进入董事会;公司计划回购75亿美元股票;Robbins预计盈利增长超过20%——估值为盈利的4倍。其Genius产品正在夺取市场份额。
  • Genius Sports在NFL与体育博彩之间充当数据层,核验“到底推进了多少码”;博彩收入的75%由长期合同锁定,合同价格设有20%的上调机制——“这是我们见过的最好的业务之一”。2月的收购发生在私人信贷市场崩塌、投资者不喜欢并购和新增杠杆之际;Robbins却看好这笔交易,预计营收增长20%、EBITDA/EBIT增长30%,并认为支付业绩对价后杠杆率低于1倍;按其2028年盈利预测计,估值为4倍盈利。

3. AI半导体:先加速、后进入平台期——“不会回吐”

  • 对于AMAT、AMD、ONTO和Intel——“这不是我们的惯常做法”——Robbins已持有这些股票一段时间,并在风险收益比变化时择机卖出。估值中枢约为2028年盈利的20倍,而超大规模云厂商的支出、推理token数量和LLM相关ARR仍在持续加速。Robbins称,26年来他从未见过这样的动能。
  • 与1999年的纳斯达克5000点行情相比——当时“有一个确定的日期、一个确定的时间,这一切终将结束”——Robbins认为,本轮增长会先加速,再进入平台期或放缓,“但不会回吐”。AMD的盈利预期从7美元升至16美元以上,华尔街一致预期为12美元;多头预计其2030年盈利能力达到40—50美元,因此440美元的股价“并非不合理”;设备商无法以足够快的速度扩充产能。

4. CVS与Medicare Advantage的钟摆

  • 2025年4月Glenview演示文稿的判断是:仅靠把Aetna业务和Oak Street从亏损拉到盈亏平衡,再用数年时间达到目标利润率,盈利就可能翻倍——且不假设现金流创造或增长——其中2/3的增量来自修复Medicare Advantage业务。18个月前,Robbins与另外3人加入董事会;随后CVS更换了CEO、改变了公司文化,并开始着手修复公司。
  • 迄今的验证包括:连续5个季度业绩超预期并上调指引;杠杆率从略低于5倍降至Moody’s调整后口径的4.1倍(未调整口径为3.5倍);Aetna盈利从0美元升至4美元。公司当前市盈率为10倍。
  • 前方催化剂包括:“Health 100”技术计划将在未来12个月内逐步显现,以及随着杠杆率下降,进攻性资本配置可能在年末或明年年初启动。谈到Einhorn此前对Centene的推介,Robbins表示双方的论点“相互呼应”,认同“David是对的”:Medicare Advantage业务具备持久性,行业钟摆正向所有MA参与者摆动;Glenview持有Humana和Centene。

5. Teva、“轻量版”与Tenet范本

  • 基于持续更新的TL1A数据,Teva管线价值从每股3—9美元上调至6—12美元。公司距离30%利润率目标又近了1年;预计明年盈利增长20%;由于管线在2029—30年之前不会贡献盈利,剔除管线价值后,核心业务估值为盈利的7.5倍。
  • “如果你觉得错过了Teva,Teva light就是Viatris”——Viatris股价已涨至原来的2倍,当前估值为盈利的6倍;其管线相对不那么重要、风险略高,但资产负债表稳健,资本配置前景可观,自由现金流收益率非常高。
  • Tenet近10年前完成董事会重组,推动了一次重大的医疗业务扭转;其门诊手术中心持续增长,依靠在成本低于急性期医院的场景下提供医疗服务。股价涨至原来的3倍,是因为盈利也涨至原来的3倍,且“完全没有估值倍数扩张”;与此同时,杠杆率下降,业务组合不断演进。Robbins称,CEO Dr. Sam Sataria是Glenview过去25年见过的顶尖CEO之一。如果杠杆率固定为EBITDA的3倍,按当前股价,Tenet未来几年可以回购相当于公司2/3的股份;不过Robbins并不预期这一情形,因为他预计股价会继续表现良好。
Larry Robbins

Hello, hello. I am your semifinal act for today, so I promise I will keep you awake. In answer to the question: No, I do not wear a suit to my men’s league hockey game, but I had this made for CVS’s board meeting because the stock just hit $90, all right? “Together We Build” is a phrase that we use for stocks that are underperforming and that we want to outperform.

There are certainly plenty of opportunities to talk about right now. Last year, I pitched 2 stocks: Teva and Global Payments. I titled the presentation “Double Down” because, just like what we see in the market, many stocks have doubled and many stocks are down. As a matter of fact, there are 41 stocks in the S&P 500 that have doubled over the last year, while almost a third of the stocks are down in an up-30% market. We’ve never seen this kind of dichotomy.

1. The Market’s Great Dichotomy

The question is, which category are you supposed to chase? The answer is, of course, you need to pick in both. Within down stocks, stocks are down for 3 reasons: There are some that visibly stumbled, and there are some that have yet to falter but that people think are clear roadkill. The ones we’re interested in are the ones that are resilient but perceived to face existential threats that are simply not there.

We also don’t mind investing in stocks that have doubled if they have 2 different characteristics: either we find continued value in AI infrastructure with rapidly accelerating fundamentals, or they are former fallen angels that reclaimed their wings but whose valuations were so cheap that they still remain attractive. In 10 minutes, I’m going to give you 9 companies and challenge how quickly you guys can listen and take pictures. They fall into 3 categories: down but a coiled spring, doubled with huge momentum, and doubled but we still love them.

2. Global Payments Keeps Executing

Starting with Global Payments, which I pitched last year and will pitch again this year because, in fact, they hit every number. Yes, they do process transactions for Middle East Airlines that are obviously going through a very unique travel disruption. That took literally 0.2% out of volume growth last quarter and may take 1% of volume growth out of the year, but the company continues to execute. Their leverage will be down to 3 times.

Their Genius product is, in fact, genius, taking share in the marketplace. We have Elliott on the board, and we have Silver Lake on the board. They will buy back $7.5 billion worth of stock. You get what we believe is accelerating earnings growth that will be above 20%. What are you paying for that? Four—yes, 4—times earnings.

3. Genius Sports Owns The Data

We’re involved with a small company called Genius Sports, ticker GENI. They are the data layer that sits between the NFL and your sports gambling, so that we can verify how much yardage happened, what the play percentage was, and all those prop bets, as well as the bets on the overall games. Their contracts on the gaming side—75% of revenues—are long-term contractual. They have 20% price escalators. This is as good a business as we have seen.

They did an acquisition in February, at a time when private credit markets were collapsing. People did not like acquisitions, and they did not like levering up. We liked the acquisition. We have them trading at 4 times our 2028 earnings estimate for a company that we believe is going to grow its top line 20%, and EBITDA and EBIT 30%. Trading at 4 times, they are levered today. We believe that their leverage will be under 1 time, inclusive of paying an earnout based on the success of that acquisition.

4. AI Momentum Is Different

Nobody knows what to do if you own AMAT, AMD, ONTO, Intel, or anything else that’s gone bananas. I would simply point out that, while this is not our normal thing, we have owned these stocks for a while. We have benefited from them, and we’ve done some very selective selling as they’ve certainly changed on a risk-reward basis.

I would point out that the revenue growth is astounding. The valuations, which are all anchored at about 20 times 2028 earnings, do seem to be not only reasonable but attractive if one understands that by 2030 these companies are going to still be in hypergrowth mode. We know that the hyperscalers continue to spend. We know that the number of tokens for inference continues to explode. We know that the companies that are reporting their ARR on large language models are, of course, accelerating.

Maybe this time next year Claude will be speaking on my behalf, but nonetheless, as long as I’m here, I can make the observations. It’s literally never happened in the 26 years we’ve been around that we’ve seen this kind of momentum. In the Nasdaq 5,000 in 1999, there was a date certain and a time certain that it would all end, because it was a dramatic pull-forward. Here, we believe that this is going to accelerate, and then it’ll plateau or slow down in growth, but not give back.

We can see that AMD’s earnings estimates have gone from $7 to $16-plus currently. I think the Street’s at $12, whereas it’s $16-plus. I would point out that most bulls think that $40 to $50 is AMD’s earnings power in 2030, and therefore a $440 stock price isn’t irrational when one thinks about what multiple it’ll end up at by the end of 2029. Of course, the pick-and-shovels guys—the AMATs and the ONTOs—can’t possibly be producing capacity fast enough to sell equipment into the semiconductor industry.

5. CVS Repairs Its Earnings Power

Which brings me to my beloved CVS, of which I’m still on the board. The company has made an enormous amount of progress in the last 18 months since I and 3 others joined the board, since they changed their CEO, and since they changed their culture and began the process of repairing the company. They’re all the way up to 10 times earnings, which, again, looks to be extremely attractive to us.

All of this is publicly available information. This was Glenview’s slide that we shared with the top 450 managers 1 year ago, in April 2025, to explain to them what we thought the implied earnings trajectory would be if we simply got the Aetna businesses, as well as a business called Oak Street, from losing money to break-even, and then from break-even to target margins over a period of years. Here are the earnings that it would unlock. In fact, we thought that the earnings could double on that alone.

That means no generation of cash flow. That means no growth in either business. Just literally that could double earnings. We would point out that, of the potential earnings growth, two-thirds came simply from fixing the Medicare Advantage business.

The company is well on its way toward repairing the company. They’ve had 5 straight quarters of beating and raising. Leverage at the company has come down significantly, from just under 5 times to 4.1 on a Moody’s-adjusted basis and 3.5 on a straight-up basis. They’ve gone from $0 in Aetna to $4 of Aetna. They still have much more to go.

There’s a very exciting tech initiative they have called Health 100 that will reveal itself over the course of the next 12 months. They will finally be in a position to deploy offensive capital at year-end or at the beginning of next year, as their leverage comes down and supports their strong investment-grade credit ratings.

By the way, earlier you heard from David Einhorn on Centene. Our thesis in Medicare Advantage and in CVS does rhyme. We own Humana. We own Centene. David is right. I do believe that business is quite durable, and the pendulum swing is happening for all the MA players.

6. Teva And Viatris Stay Cheap

We continue to like Teva despite its progress. Last year, we said the pipeline was worth $3 to $9 a share. The TL1A product continues to get great data. We believe the pipeline value has increased to $6 to $12 a share. The company is 1 year closer to its margin goals of hitting a 30% margin target.

We believe that you’re going to see 20% earnings growth next year in order to get from point A in 2026 to point B. The company is trading at 11-and-change times next year’s earnings for that type of earnings growth. If you value the pipeline and back out the stub value, because the pipeline does not contribute to earnings until 2029 or 2030, you’re paying 7.5 times for the core business, with a management team that clearly has to be viewed as having tremendous credibility.

If you think you missed Teva, Teva Lite is called Viatris. That stock has also doubled. It’s all the way up to 6 times earnings, which means, yes, it was trading at 3 times earnings a year and a half ago. Their pipeline is different. It’s not quite as major a blockbuster, and it has a little bit more risk associated with it, but we are constructive about their pipeline. We are constructive about the overall balance sheet and capital deployment. It’s trading with a very high free-cash-flow yield, and we think there’s lots of good optionality to that.

7. Tenet Delivers A Turnaround

Finally, I would mention the fact that when we say “Together We Build,” we mean it. We revamped the board of Tenet Healthcare almost a decade ago. It’s been one of the best turnarounds that we’ve seen in healthcare. They continue to provide more for less. Their ASCs continue to grow, providing healthcare and surgeries in a lower-cost setting than an acute hospital.

I would look at the stock price chart on the top right and note that, while the stock has tripled, that’s because the earnings tripled. We’ve had absolutely no multiple expansion, despite the fact that leverage has come way down, the portfolio has evolved, and Dr. Sam Sataria, as CEO, has proven himself to be, honestly, one of the top CEOs that we’ve ever seen throughout our 25 years.

The company has an active buyback plan. If they were to fix leverage at 3 times EBITDA, they could buy back two-thirds of the company at these prices over the next few years.

We don't think that's going to happen because we think the stock will continue to perform quite well. With that, I would again thank you all for supporting the Selan Foundation in its 31st year and all of its good work. Take care.