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Asana's Q1 2026 Results Were Better Than They Looked
Seeking Alpha· 2025-07-07 15:58
I believe true value is from growth, not cigar butts. Time is investors' best friend.  Evaluation matters but need to be viewed from a long-term perspective. Great businesses often offer tremendous value to society and are super durable. When your products and services are 10x better than others, you deserve to grow 10x (or people you to grow 10x) and stay dominant. Selection, convenience, and value are tremendous characteristics I am looking for.  Durability is a great multiplier of value (I don't buy a cy ...
Procore Continues To Expand Their Product Features And AI Capabilities
Seeking Alpha· 2025-06-20 15:51
I believe true value is from growth, not cigar butts. Time is investors' best friend.  Evaluation matters but need to be viewed from a long-term perspective. Great businesses often offer tremendous value to society and are super durable. When your products and services are 10x better than others, you deserve to grow 10x (or people you to grow 10x) and stay dominant. Selection, convenience, and value are tremendous characteristics I am looking for.  Durability is a great multiplier of value (I don't buy a cy ...
American Express Company (AXP) Bernstein 41st Annual Strategic Decisions Conference (Transcript)
Seeking Alpha· 2025-05-30 05:27
公司历史与品牌 - 公司庆祝成立175周年 体现出品牌长期持久力 [4] - 公司最初以货运代理业务起家 后转型进入金融服务领域 [4] - 品牌延续的关键在于持续以客户为中心的创新 [4][5] 管理层背景 - CEO Steve Squeri自2018年起担任公司董事长兼首席执行官 [1] - CEO在公司拥有40年工作经验 体现深厚资历 [1] 会议形式 - 采用Pigeonhole系统进行问答环节 支持问题提交与投票 [3]
The Joint Corp. Has Shown Good Momentum For Future Returns (Rating Upgrade)
Seeking Alpha· 2025-04-29 19:50
I believe true value is from growth, not cigar butts. Time is investors' best friend.  Evaluation matters but need to be viewed from a long-term perspective. Great businesses often offer tremendous value to society and are super durable. When your products and services are 10x better than others, you deserve to grow 10x (or people you to grow 10x) and stay dominant. Selection, convenience, and value are tremendous characteristics I am looking for.  Durability is a great multiplier of value (I don't buy a cy ...