公司业务与市场地位 - 公司是一家非常成功的电商平台运营商，正在迅速建立一个强大的国际零售帝国 [1] - 公司最初在中国国内电商市场取得巨大成功，已成为第二大零售商 [1] - 公司目前正在美洲、欧洲和东南亚迅速扩张 [1]

Hi there, welcome to my profile. My name is Eugenio Catone, I live in Italy and I am 27 years old.In 2023 I graduated in Business Administration and I completed CFA level 1 in 2024. I am currently a Popular Investor on the investing platform eToro, you can see there my public portfolio. My interest in financial markets started about 5 years ago when I accidentally came across a video about trading. That was the spark that introduced me to a new world, but over time I realized that it was not my path: too ma ...

文章作者背景 - 作者为27岁意大利投资者 于2023年毕业于工商管理专业 并在2024年完成CFA一级考试 [1] - 作者的投资方法侧重于基本面分析 主要投资股票和ETF 偏好美国公司 同时也分析欧洲或中国公司 [1] - 作者的投资视角为长期且通常采取逆向观点 其在Seeking Alpha发表的文章旨在提供观点和娱乐 [1] 作者持仓披露 - 作者通过股票、期权或其他衍生品持有诺和诺德（NVO）的多头头寸 [2] - 文章内容代表作者个人观点 作者未因撰写此文获得除Seeking Alpha平台以外的报酬 [2]

I gave a hold rating to Jabil Inc. (NYSE: JBL ) in June because the valuation was too high at 19x NTM PE, albeit I did have a positive view on the fundamentals. JBL has deliveredI'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-term growth. I believe in buying quality companies at a discount to their intrinsic value ...

FinecoBank Banca Fineco S.p.A. ( OTCPK:FCBBF , BIT: FBK) is an Italian bank whose business model is not mainly focused on traditional banking but rather on everything related to the investment industry. Rather than a bank in theHi there, welcome to my profile. My name is Eugenio Catone, I live in Italy and I am 27 years old.In 2023 I graduated in Business Administration and I completed CFA level 1 in 2024. I am currently a Popular Investor on the investing platform eToro, you can see there my public portfol ...

My last article on U.S. Bancorp (NYSE: USB ) dates back more than two years, namely when SVB failed and spread doubts about the soundness of the financial system. Since then my buy rating has aged well, but is USB still undervalued? In myHi there, welcome to my profile. My name is Eugenio Catone, I live in Italy and I am 27 years old.In 2023 I graduated in Business Administration and I completed CFA level 1 in 2024. I am currently a Popular Investor on the investing platform eToro, you can see there my publ ...

I’m an independent investor with over nine years of experience in the U.S. and Hong Kong stock markets. I focus on fundamentals—I like digging into the numbers before making any investment decisions. I have a Master’s degree in Leadership from Trinity Western University in Canada, where I studied corporate finance, accounting, valuation, and portfolio management. Over the years, I’ve built and managed my own portfolio, made plenty of mistakes, and learned even more from them. I worked as the content directo ...

作者背景 - 作者Eugenio Catone为27岁意大利人 拥有工商管理学士学位并于2024年完成CFA一级考试 现任eToro平台知名投资者 [1] - 投资经验始于5年前 最初接触技术分析后转向基本面分析 主要关注美股及ETF 同时研究欧洲和中国企业 采取长期逆向投资策略 [1] - 在Seeking Alpha发布文章旨在表达观点并交流 内容定位为娱乐性质 [1] 持仓披露 - 作者通过股票、期权或其他衍生品持有特斯拉(TSLA)的空头头寸 [2] - 文章为作者独立创作 未获得除Seeking Alpha外任何形式的报酬 与涉及公司无商业关联 [2] 平台声明 - Seeking Alpha声明平台非持牌证券交易商、经纪商或投资顾问 分析师团队包含专业投资者与个人投资者 未全部经过监管机构认证 [3] - 平台强调过往业绩不保证未来结果 所表达观点不代表平台整体立场 不提供具体投资建议 [3]

文章核心观点 - 人工智能行业在过去2-3年经历了惊人增长后 预计未来仍将保持高速增长 [1] - 投资风格结合基本面分析与期权策略 通过基本面分析对个股和ETF进行定量和定性评估 [1] - 投资策略包括收入导向型 合理价格成长型 深度价值型和高股息贵族型 [1] 投资策略与方法 - 收入导向策略重点关注商业发展公司和公用事业板块 [1] - 合理价格成长策略侧重科技行业 特别是基于软件开发背景 [1] - 深度价值策略基于贴现现金流和行业特定估值方法 [1] - 期权策略包含20-25种不同方法 用于对冲 替代 中性交易 波动率交易和财报相关交易 [1] 行业增长前景 - 人工智能被确认为近十年最具发展潜力的领域 [1] - 科技行业是合理价格成长策略的重点投资方向 [1]

投资背景与理念 - 作者为27岁商业管理专业毕业生并于2024年完成CFA一级考试 [1] - 投资兴趣始于约5年前通过交易视频入门但最终转向基本面分析 [1] - 投资方法侧重于评估公司实际业绩而非股价技术图表 [1] - 主要投资标的为股票和ETF偏好美国公司同时分析欧洲及中国公司 [1] 投资组合与持仓 - 作者在eToro平台担任公开投资组合的知名投资者 [1] - 作者披露其通过股票、期权或其他衍生品持有FDS公司的多头仓位 [2] 内容性质与目的 - 作者在Seeking Alpha发表文章旨在表达个人观点并结识新朋友 [1] - 文章内容纯属娱乐性质不构成投资建议 [1][3] - 作者声明未因撰写文章获得除Seeking Alpha外任何补偿 [2]