My previous investment thought on Xylem Inc. ( XYL ) was a buy rating because of the strong secular tailwinds that it benefits from. Also, the Evoqua integration and PFAS funding pipeline couldI focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the medium to long-term. Ultimately, I aim to identi ...

My previous investment thought on Xylem Inc. ( XYL ) was a buy rating because of the strong secular tailwinds that it benefits from. Also, the Evoqua integration and PFAS funding pipeline couldI focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the medium to long-term. Ultimately, I aim to identi ...

投资观点 - 对O'Reilly Automotive (ORLY) 的投资观点从之前上调为买入评级 [1] - 上调评级的原因是公司业务持续赢得市场份额并且有潜力继续赢得更多份额 [1] 投资方法论 - 投资方法侧重于自下而上的分析 深入研究公司的基本优势与劣势 [1] - 投资期限为中长期 旨在识别具有坚实基本面、可持续竞争优势和增长潜力的公司 [1] - 投资策略结合长期投资与短期做空以发掘阿尔法机会 [1]

My recommendation for Badger Meter (NYSE: BMI ) is a buy rating, as the business has evolved from a traditional metering company with cyclical earnings to one that has a predictable recurring revenue stream, supportedI focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the medium to long-term. Ult ...

I am initiating a buy rating on Golar LNG (NASDAQ: GLNG ). This is an attractive company as the only proven independent operator in the FLNG market. Its liquefaction-as-a-service model directly addresses one ofI focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the medium to long-term. Ultimately ...

My previous investment thought on Dollar Tree (NASDAQ: DLTR ) was a buy rating because I saw improving fundamentals and positive macro tailwinds, which should warrant multiple expansions. Since my update, the stock’s valuation has moved as expected, expanding to 19x NTMI focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. M ...

投资观点与策略 - 对Tapestry (TPR) 的先前投资观点为持有 因认为其收入增长加速的时机在短期内不会实现 [1] - 投资策略侧重于长期投资 同时结合短期做空以发掘阿尔法机会 [1] - 投资方法基于自下而上的分析 深入研究公司的基本优势与劣势 [1] - 投资期限为中长期 旨在识别具有稳健基本面、可持续竞争优势和增长潜力的公司 [1]

I focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the medium to long-term. Ultimately, I aim to identify companies with solid fundamentals, sustainable competitive advantages, and growth potential.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the compa ...

投资策略 - 采用自下而上的分析方法 深入研究公司的基本面优势和劣势[1] - 投资期限为中长期 专注于长期投资并结合短期做空以发掘阿尔法机会[1] - 最终目标是识别具有坚实基本面 可持续竞争优势和增长潜力的公司[1] 分析师披露 - 分析师在未来72小时内没有计划对提及的任何公司建立股票 期权或类似衍生品头寸[2] - 分析师未因撰写该文章获得除Seeking Alpha以外的任何补偿[2] - 分析师与文章中提到的任何股票所属公司均无业务关系[2] 平台声明 - 过往表现不能保证未来结果 平台未就任何投资是否适合特定投资者提供建议[3] - 平台不是持牌证券交易商 经纪商或美国投资顾问及投资银行[3] - 平台分析师为第三方作者 包括可能未经任何机构或监管机构许可或认证的专业投资者和个人投资者[3]

核心观点 - 对Dropbox持卖出评级 因公司业务可能已进入结构性衰退阶段 [1] 投资分析方法 - 采用自下而上分析方法 深入研究公司基本面优势与劣势 [1] - 投资期限侧重于中长期 [1] - 目标为识别具有坚实基本面 可持续竞争优势及增长潜力的公司 [1] 投资策略 - 专注长期投资 同时结合短期做空策略以挖掘超额收益机会 [1]