Triumph Financial ( TFIN ) is a regional bank and a trucking workflows technology provider mashed into one company. While its banking and factoring operations are mature and solidly profitable, the technology offerings it has grown intoI manage a handful of portfolios, all of which have outperformed the S&P 500 index since inception in 2020. I like to evaluate companies as a business - not a stock ticker - and invest when I judge the market to have significantly mispriced them. I have a degree in Engineerin ...

公司业务 - iREIT+HOYA Capital是Seeking Alpha上专注于收益的投资服务公司，聚焦能提供可持续投资组合收益、多元化和通胀对冲机会的创收资产类别，提供免费两周试用并展示独家收益组合的顶级投资想法 [1] 投资建议 - 市场波动时应保持冷静，有长期投资视野的人可利用市场错误定价，有超14年投资经验且拥有金融MBA学位的Gen Alpha专注于防御性股票的中长期投资 [2]