投资组合 - ASML Holding NV是投资组合中最大持仓占比105% 平均买入价格约745美元 [1] - 当前未在财报后股价下跌时增持 但认为这是良好买入机会 [1] 投资理念 - 投资框架聚焦长期高质量公司 筛选标准包括高投资资本回报率 高管持股比例和增长潜力 [1] - 评估增长的核心指标是每股自由现金流 [1] 持仓披露 - 通过股票或衍生品持有ASML多头仓位 [2] - 内容为作者独立观点 未获得被提及公司的报酬或存在商业关系 [2]

Microsoft (NASDAQ: MSFT ) (TSX: MSFT:CA ) is a company I strongly endorsed over a year ago. The stock has risen over 20% since my last time of writing, and today I'm back to continue pounding theProfessional equity portfolio manager for a boutique buy-side asset manager.My focus is on finding high-quality companies, applying a disciplined approach to valuation and identifying underappreciated opportunities. My goal is to identify opportunities in cash-rich companies with strong balance sheets and shareholde ...