My interest in financial markets was born out of a love for companys, productive companies, and free market capitalism. The first book i read that shaped my investment perspective was Benjamin Grahams The Intelligent Investor. I enjoyed Prof. Grahams aproach to valuations grounded in strong fundamentals and assets. After finishing The Intelligent Investor i was able to read Security Analysis the 2nd 1940 edition by Benjamin Graham, which completely changed my analysis style and shifted me to the Heavy Indus ...

分析师背景与投资理念 - 投资分析风格深受本杰明·格雷厄姆《聪明的投资者》和《证券分析》（1940年第二版）影响 强调基于基本面和资产的估值方法 [2] - 研究重点集中在重工业领域 特别是钢铁制造行业 [2] - 深入研究奥地利经济理论 包括穆雷·罗斯巴德的《人、经济与国家》《美国大萧条》《自由伦理》等著作 重点关注信贷扩张与收缩对工业企业的影响 [2] - 通过研读《钢铁的制造、成型与处理》（1920年卡内基钢铁版）掌握高炉炼钢的操作与技术细节 [2] 持仓披露与利益声明 - 分析师通过股票、期权或其他衍生品持有CLF（克利夫兰克里夫公司）的多头头寸 [3] - 分析内容为独立完成 未受除Seeking Alpha外任何机构补偿 [3] - 与所提及公司无商业关联 [3]