When it comes to Palantir Technologies Inc. ( PLTR ), I often feel like many people forget that they are talking about a company that has no real competition. The qualitative factorMy primary area of concentration will be on identifying companies of exceptional caliber, with a proven ability to reinvest capital for impressive returns. The ideal scenario is for these companies to demonstrate a long-term capability of capital compounding, with a high enough compound annual growth rate to potentially deliver t ...

I’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in strong margins, stable and expanding free cash flow, and high returns on invested capital—is a more reliable driver of returns than valuation alone. I manage one of my portfolios publicly on eToro, where I qualified as a Popular Investor, allowing others to copy my real-time inves ...

This top stock can grow in value for a lifetime.A $1,000 investment in Costco Wholesale (COST 3.01%) stock in 1995 would be worth $157,000 today, assuming dividends were reinvested to purchase additional shares. That is a rare 100-plus bagger, showing the power of patiently holding shares of quality businesses for a lifetime of compounding returns.Its expansion in North America largely drove those returns, but it is still in the early innings of international expansion. If you're looking to park extra cash ...

作者背景与投资理念 - 作者在能源行业拥有22年从业经验 涉及工程 规划和财务分析领域 于1998年开始管理个人投资组合 [1] - 其长期投资目标是匹配标准普尔500指数的回报 同时实现更低的波动性和更高的收入 [1] - 投资策略注重长期持有 除非有充分理由否则不轻易卖出 寻找投资机会时不考虑资产类别 市值 行业或收益率 核心是在价格低于内在价值时买入以最大化长期总回报 [1] 文章性质与披露 - 文章内容为作者个人观点 作者未因撰写此文获得除Seeking Alpha平台以外的报酬 [2] - 作者披露其通过股票 期权或其他衍生品持有iShares S&P 500 Growth ETF的看多头寸 [2] - 作者与文中提及的任何公司均无业务关系 [2]

Christmas time is usually a perfect occasion to shoot some family photos. If the S&P 500 ( SPY ) were a large family, this year we would probably see seven people standing in the middle, smiling, while theI’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in strong margins, stable and expanding free cash flow, and high returns on inv ...

I am a Licensed Professional Engineer who works in the Nuclear Power industry. I use my professional working knowledge of the power/energy industries to aid in evaluating potential equities worthy of long-term investment. I invest in income producing equities and rental real estate properties for cash flow and long-term appreciation. My articles are to serve as a platform for presenting the underlying fundamentals and long-term potential of each equity/business.Analyst’s Disclosure:I/we have no stock, optio ...

As 2025 progressed, I could see that Agnico Eagle ( AEM ) was consolidating a dynamic that better defines what we can expect from the company by 2026. It was not just a one-off quarter with goodI’m an economist and independent investor from Argentina. I focus on connecting macroeconomic dynamics with company-level valuation to identify long-term opportunities. Living in Argentina gives me a firsthand view of one of the most complex and dynamic markets, which allows me to cover local assets in depth while al ...

Arquitos Capital Management 2025年第三季度投资者信函摘要 - 该投资管理公司发布了2025年第三季度投资者信函 其基金在第三季度实现了29.6%的净回报 并将年初至今的收益推高至66.8% [1] - 该基金是一家非传统的对冲基金 专注于精选的一小部分公司 并愿意长期持有这些公司数年甚至数十年 直至其业务成长和市场最终认可其价值 [1] Liquidia Corporation (LQDA) 表现与持仓 - Arquitos Capital Management在2025年第三季度投资者信函中重点提及了Liquidia Corporation (NASDAQ:LQDA) [2] - Liquidia Corporation是一家生物制药公司 在美国开发、制造和商业化针对未满足患者需求的各类产品 [2] - 截至2025年12月10日 该公司股价收于每股32.68美元 市值为28.43亿美元 [2] - 其股价在第三季度末升至22.74美元 而年初价格为11.76美元 [3] - 该基金主要通过长期看涨期权持有Liquidia头寸 这反映了对其长期潜力的信念 [3] Liquidia Corporation (LQDA) 股价表现 - Liquidia Corporation的股票在过去一个月实现了21.31%的回报率 [2] - 在过去52周内 其股价累计上涨了196.82% [2]

Super Micro Computer's ( SMCI ) stock has performed poorly in recent months after shares fell from over $50 to just roughly $35. And this is not an overreaction of the market, but justifiedMy primary area of concentration will be on identifying companies of exceptional caliber, with a proven ability to reinvest capital for impressive returns. The ideal scenario is for these companies to demonstrate a long-term capability of capital compounding, with a high enough compound annual growth rate to potentially d ...

投资理念 - 强调储蓄的重要性 建议将收入的10%用于储蓄 无论金额大小[1] - 建议投资者专注于自身具有竞争优势的领域进行投资 例如石油行业资深人士应投资于勘探与生产公司 而非生物科技初创企业[1] - 主张进行长期投资而非短期交易 投资决策基于投资主题是否持续有效[1] - 建议将多元化投资需求通过咨询专业人士或购买交易所交易基金来实现[1] 个人背景与经验 - 个人早期作为工程师在运输和消费行业工作[1] - 工商管理硕士毕业后 曾在一家大型对冲基金工作 覆盖自然资源 科技媒体电信 消费 工业和运输等行业[1] - 之后曾在财富500强企业中担任消费和科技媒体电信领域领先公司的财务高管[1] - 离开对冲基金后 为家族 朋友和高净值人士创办了一家资产管理公司[1]