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投资理念 - 投资策略偏向价值投资 寻找被市场忽视的机会 [1] - 投资范围具有全球性 不局限于特定行业或国家 [1] - 投资标准聚焦于能够被深入理解并合理评估未来增长潜力的公司 [1] 投资标准 - 偏好拥有稳健盈利记录的公司 [1] - 关键估值指标为自由现金流倍数低于8倍 [1] - 投资目标为具有显著安全边际的公司 从而带来有吸引力的股息收益率和回报 [1]

Federal Realty Investment Trust ( FRT ) is one of the oldest and arguably most respected REITs in the US (founded in 1962), focused on high-quality retail and mixed-use properties in major metropolitan markets. RightAs of 2025, I've got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I bel ...

Federal Realty Investment Trust ( FRT ) is one of the oldest and arguably most respected REITs in the US (founded in 1962), focused on high-quality retail and mixed-use properties in major metropolitan markets. RightAs of 2025, I've got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I bel ...

I analyze securities based on value investing, an owner's mindset, and a long-term horizon. I don't write sell articles as those are considered short theses, and I never recommend shorting.Former advisory representative at Fidelity. I do my own investing now and share my research here.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expres ...

公司概况 - 宝洁公司是世界领先的消费品公司之一，从事家用和个人护理产品的开发、制造和营销 [1] 近期表现 - 近期业绩显示出显著的放缓迹象 [1] 分析服务 - 一项市场分析服务专注于运用沃伦·巴菲特的價值投資策略，以折扣價尋找基本面強勁的優質公司 [1] - 该服务向订阅者提供每日股票分析、买卖警报、定期新闻通讯、每周总结、观察列表和问答聊天功能 [1]

投资理念 - 投资策略聚焦于价值导向和寻找具有长期股息增长历史的高质量公司 [1] - 核心投资组合构建依赖于支付股息的股票 以实现退休目标并避免不必要的风险 [1] - 股息增长情况被视为衡量管理层回馈股东现金承诺的关键指标 [1] - 股息增长投资的核心是识别具有竞争优势 并能提供未来现金流增长可见性的优质公司 [1] - 投资分析工具强调基本面分析和耐心 [1] 作者背景 - 作者为一名拥有超过20年市场经验的投资者 [1] - 作者拥有管理学士和工商管理硕士学位 专业领域涵盖公司金融与个人金融 [1]

公司业务概况 - 公司是一家为多种商业生产目的服务的矿产生产商和矿商 [1] - 主要产品是铁矿石 同时基于其投资组合中的矿山和矿床结构 也生产镍和铜 [1] 分析师研究方法论 - 分析方法倾向于寻找价值型公司 特别是与大宗商品生产相关的企业 [1] - 分析重点集中于展现持续自由现金流 低杠杆水平 可持续债务 且虽经历困境但具备高复苏潜力的公司 [1] - 偏好分析未被市场广泛关注的行业和公司 例如石油天然气 金属 矿业以及在美国以外司法管辖区运营的公司 以此作为发现价值的机会 [1] - 重点关注在新兴市场发展 展现高利润率 并呈现中长期良好投资机会的公司 [1] - 对具有亲股东态度的公司感兴趣 这类公司通常维持稳健且持续的回购计划或股息分配 [1]

公司业务与行业地位 - 公司是所在分散行业中的最大参与者[1] - 公司拥有独特的激励结构，能促进基层管理的企业家精神[1] - 公司拥有卓越的领导力[1] 分析师背景与投资方法 - 分析师为价值导向型投资者，进行基础研究[1] - 分析师关注行业包括化学品、住宅建筑商、建筑材料、工业及金属与采矿等[1] - 分析师偏好投资于价格低廉且在近期存在催化剂的股票[1] - 分析师的投资期限通常为一个季度至两年[1] - 分析师拥有超过3年的活跃投资经验，并曾在精品研究公司和家族办公室担任买方分析师[1]

Markel Group ( MKL ) just released Q3 results , with a welcome improvement in their insurance underwriting. While a reputable business, I think MKL needs a margin of safety to ensure good returns, so it's not somethingI analyze securities based on value investing, an owner's mindset, and a long-term horizon. I don't write sell articles as those are considered short theses, and I never recommend shorting.Former advisory representative at Fidelity. I do my own investing now and share my research here.Analyst’ ...