投资策略 - 专注于长期持有投资 从运营和买入持有角度评估公司 [1] - 不关注市场驱动动态和未来价格走势 重点分析长期盈利能力和行业竞争动态 [1] - 绝大多数情况下建议持有 仅极少数公司在特定时点适合买入 [1] 业务发展 - 公司持续扩大常规贷款账簿和表外业务（信用证和承兑汇票）规模 [1] 持仓披露 - 分析师通过股票持有、期权或其他衍生品对BLX保持多头持仓 [2]

公司业绩 - American Vanguard Corporation 2Q25业绩显示出公司运营变化的初步迹象，但表现较为平淡 [1] 投资策略 - 长期投资策略关注公司的运营层面和长期盈利能力，而非市场驱动的动态和未来价格走势 [2] - 重点分析行业竞争动态和公司的长期收益能力，倾向于持有而非频繁买卖 [2] - 只有极少数公司在特定时点值得买入，大多数情况下建议持有 [2] 分析师立场 - 分析师对American Vanguard Corporation持有长期多头头寸，包括股票所有权或其他衍生品 [3]

Berkshire is essentially two monster businesses rolled into one -- an insurance conglomerate, anchored by sturdy sector mainstay Geico, and a collection of investments. The latter can be broken down into businesses fully owned by Berkshire (such as confectioner See's Candies) and a bulging portfolio of stakes in publicly traded companies. The stock portfolio includes many well-known titles across a range of sectors. Nearly every investor will be familiar with such names as Apple, American Express, and Coca- ...

公司业绩 - Buckle在第四季度实现增长 这是近两年来可比销售额首次回升[1] - 电商战略的重大调整是业绩改善的主要驱动力[1] 投资策略 - 专注于长期持有型投资 重点评估公司运营基本面和行业竞争格局[2] - 投资决策基于公司长期盈利能力而非短期价格波动[2] - 绝大多数情况下仅维持持有评级 极少给予买入建议[2]

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 expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or ...