投资策略 - 偏好投资于使用过其产品或服务的公司 金融类股票通常不符合这一标准 [1] - 专注于在小盘股中寻找具有不对称上涨潜力的投资机会 [1] - 通过投资获取收益 关注可持续的高股息收益率 [1] - 寻找具有内部人买入和高内部人持股比例的公司 [1] - 关注自由现金流长期增长历史的企业 [1] - 重视能够带来转机的重大催化剂或足够高的账面价值 [1] - 接受高收益债券和卖出看跌期权等策略 但不做空 [1] - 主要受沃伦·巴菲特和彼得·林奇的投资理念影响 [1] - 倾向于长期持有投资标的 [1] - 在牛市期间满足于市场平均回报 在市场下跌时追求超额收益 [1]

I am a software developer by trade who focuses on finding value in the market wherever it may lie. I'm looking mainly in small caps for opportunities that provide asymmetric upside. I'm also interested in generating income through my investments, which leads me to look at high dividend yields that are sustainable. Things I look for in a business include insider buying and high insider ownership, a long history of free cash flow growth, substantial catalysts that can lead to a turnaround or a sufficiently hi ...

ARMOUR Residential REIT投资分析 - 公司具有平衡的投资特征 适合持有决策 [1] - 高股息收益率对收入型投资者具有吸引力 [1] - 面临利率不确定性和投资组合杠杆带来的风险 [1] 分析师背景 - 分析师拥有丰富的金融市场分析经验 [1] - 专注于市场趋势评估和投资机会分析 [1] - 曾为Seeking Alpha撰写深度研究文章 [1]