Movado Group, Inc. (NYSE: MOV ) is a cyclical business that is prone to the vicissitudes of the macroeconomy. In the current economic climate, which many believe to be on the brink of a recession, combined withI am a value investor with a concentrated portfolio, focusing on rare and exceptional buying opportunities. As a keen reader of Value Investing literature, I am well versed in the teachings of 'super investors' such as Warren Buffett, Charlie Munger, Benjamin Graham and several others. I focus my inve ...

公司估值 - 诺和诺德股票在5月中旬价格约为65美元 [1] - 基础情形公允价值估值为83美元 基于同业比较 股息贴现模型和现金流贴现模型 [1] 投资策略 - 投资风格结合基本面分析和期权策略 包括收益导向型 合理价格成长型和深度价值型策略 [1] - 长期持有股票的同时运用20-25种期权策略 用于对冲 替代多头头寸 中性交易 波动率交易和财报交易 [1]