公司概况与业务 - Broadridge Financial Solutions 是一家为金融服务业提供关键且必需的代理投票服务的公司 其业务模式虽平凡但至关重要 [1] 市场关注度与投资观点 - 该公司在很大程度上被散户投资者群体所忽视 但其投资价值应被置于核心位置 [1] 作者背景与投资方法论 - 文章作者为自学成才的个人投资者 拥有超过25年的股票投资经验 [1] - 作者的投资策略侧重于股息增长投资 并着眼于长期 因其相信股息增长的复利力量 [1] - 作者通常寻找被低估的大型股 这些股票需具备可持续的股息增长和资本增值潜力 [1] - 作者的第二个投资重点是科技股及中小型股 无论其是否派息 主要看重其增长潜力 [1] - 作者在Tip Ranks追踪的28,000多名财经博主中排名前2.0% [1]

文章核心观点 - Broadridge Financial Solutions 是一家提供关键且必需的代理服务的金融服务公司 尽管其业务看似平凡 但该公司应成为零售投资者关注的核心 而非被忽视 [1] 作者背景与立场 - 作者为自学成才的个人投资者 拥有超过25年的股票投资经验 [1] - 投资策略侧重于长期股息增长投资 相信股息增长的复利力量 [1] - 通常寻找被低估的、具有可持续股息增长和资本增值潜力的大型股 [1] - 其次关注具有增长潜力的科技股及中小盘股 不论其是否派息 [1] - 作者在Tip Ranks追踪的28,000多名财经博主中排名前2.0% [1] - 作者持有Broadridge Financial Solutions 的多头头寸 [2] - 文章内容为作者个人观点 未因撰写本文获得除Seeking Alpha平台外的报酬 [2]

Representative imageThe private equity firm, through its affiliate Carmel Point Investments India, holds about 26% in the insurer and has received interest from several suitors, including strategic investors and private equity funds. The sale would rank among the larger secondary transactions in India's insurance sector, coming after a planned IPO was deferred due to market volatility.Warburg entered IndiaFirst Life in June 2018 by agreeing to acquire the entire 26% stake held by Legal & General for Rs 710. ...

I reiterate my skeptical view for assets that track major Chinese indices. This article is the continuation of my coverage initiation thesis published on January 12, 2025, also with a recommendation to sell.More than 5 years of experience in equity analysis in LatAm. We provide our clients with in-depth research and insights to help them make informed investment decisions.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiat ...

I aim to provide alpha-generating investment ideas. I am an independent investor managing my family's portfolio, primarily via a Self Managed Super Fund. You can expect my articles to deliver a clearly structured, evidence-based thesis. But first and foremost, I encourage readers to judge me on my performance.I have a generalist approach as I explore, analyze and invest in any sector so long there is perceived alpha potential vs the S&P500. The typical holding period ranges between a few quarters to multipl ...

Gold fell in early Asian trade. Prices could continue being elevated by safe-haven demand as intensifying geopolitical tensions continue, and expectations of a more accommodative U.S. monetary policy, Sky Links Capital Group said. ...

Oil prices rose in early Asian trading on Monday as investors weighed Middle East tensions that could disrupt supply, while a major hurdle remains in the Russia–Ukraine peace talks. ...

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公司事件与应对措施 - 韩国在线零售巨头Coupang宣布将向受上月披露的大规模数据泄露影响的用户提供总计1.69万亿韩元（约合11.7亿美元）的补偿 [1] - 补偿计划具体形式为向符合条件的客户提供价值5万韩元的各类Coupang服务购买代金券 [1] - 用户可自1月15日起查询其是否符合领取代金券的资格 [2] 财务影响 - 此次数据泄露事件相关的用户补偿计划总金额高达1.69万亿韩元（约合11.7亿美元） [1]