Vanguard Total Stock Market Index Fund ETF ( VTI ) is the go-to ETF of many investors. Earlier in the year, I argued its total market exposure is inferior to its returns, as it reduces theI’m a Financial Analyst at a Fortune 500 company, investing with a long runway—30 years to retirement and plenty of compounding ahead. I write about building a thoughtful portfolio that balances strong growth potential with solid fundamentals. My focus is on high-quality businesses, mostly in the U.S. and Europe—companies ...

I’m a Financial Analyst at a Fortune 500 company, investing with a long runway—30 years to retirement and plenty of compounding ahead. I write about building a thoughtful portfolio that balances strong growth potential with solid fundamentals. My focus is on high-quality businesses, mostly in the U.S. and Europe—companies with staying power, industry-leading profitability, low leverage, and room to grow. I’m especially interested in portfolio strategy, capital allocation, and what makes a business truly wor ...

Ventas (NYSE:VTR) Q3 2025 Earnings Call October 30, 2025 10:00 AM ET Speaker2Thank you for standing by. My name is Van and I will be your conference operator today. At this time I would like to welcome everyone to the Ventas third quarter 2025 earnings call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you would like to ask a question during this time, simply press STAR followed by the number one on your tele ...

I’m a Financial Analyst at a Fortune 500 company, investing with a long runway—30 years to retirement and plenty of compounding ahead. I write about building a thoughtful portfolio that balances strong growth potential with solid fundamentals. My focus is on high-quality businesses, mostly in the U.S. and Europe—companies with staying power, industry-leading profitability, low leverage, and room to grow. I’m especially interested in portfolio strategy, capital allocation, and what makes a business truly wor ...

Photo by Tomohiro Ohsumi/Getty ImagesGetty ImagesConsistently selecting winners is challenging. However, remaining objective and consistent in "how you select" can sometimes yield alpha, defined as risk-adjusted outperformance, which can provide you with an edge.This is one example of a selection strategy. This does not imply a guarantee of higher returns, but rather higher returns when considering risk and portfolio fluctuations. These 10 stocks – given their valuation levels – have no other peers in the ...

文章核心观点 - 分析师在2025年8月重申对Twilio Inc股票的买入评级 认为第二财季业绩公布后的抛售创造了独特的买入机会 [1] 分析师背景与投资策略 - 分析师运营一个家族办公室基金 投资策略侧重于投资于可持续的、增长驱动的公司 以实现股东权益最大化和增长导向的目标 [1] - 分析师共同运营一个获奖的通讯简报 专注于投资组合策略、估值和宏观经济学 [1] - 分析师在旧金山高增长供应链初创公司有5年战略领导经验 并曾与风险投资公司和初创公司合作 专注于用户获取业务增长 [1]

文章核心观点 - 分析师在2025年8月重申对Twilio Inc股票的买入评级 认为第二财季财报后股价下跌创造了独特的买入机会 [1] 分析师背景与投资策略 - 分析师运营一个家族办公室基金 投资策略专注于投资于可持续的、增长驱动的公司 以实现股东权益最大化和增长导向的目标 [1] - 分析师共同运营一个获奖的新闻通讯 内容涵盖投资组合策略、估值和宏观经济学 [1] - 分析师在旧金山高增长供应链初创公司有五年战略领导经验 并曾与风险投资公司和初创公司合作 致力于用户获取业务的增长 [1]

作者背景与投资理念 - 作者Amrita在加拿大温哥华运营一家精品家族办公室基金 负责该家族基金的投资策略 [2] - 该基金的投资目标是将资本投入可持续的、增长驱动的公司 通过实现其增长导向的目标来最大化股东权益 [2] - 作者与丈夫共同运营获奖通讯The Pragmatic Optimist 内容聚焦投资组合策略、估值和宏观经济 [2] - 作者拥有5年在旧金山高增长供应链初创公司工作的经验 并曾与风险投资公司和初创企业合作 专注于用户获取业务增长 [2] - 其工作的基石在于普及金融知识 将金融术语和复杂的宏观经济概念分解为易于理解的形式 [2] 内容来源与披露 - 文章内容表达作者个人观点 作者未因撰写该文章获得除Seeking Alpha以外任何形式的报酬 [3] - 作者在提及的任何公司中未持有股票、期权或类似衍生品头寸 但可能在未来72小时内通过购买股票或看涨期权等方式在RKT建立多头头寸 [3] - 作者与文章中提及的任何公司均无业务关系 [3]

文章核心观点 - 分析师在2月份将Hims & Hers Health Inc 的评级下调至持有 尽管此后股价出现大幅波动 [1] 分析师背景 - 分析师Amrita在温哥华运营一家精品家族办公室基金 负责为该家族基金制定投资策略 [1] - 基金目标是投资于可持续的、增长驱动的公司 这些公司通过实现增长导向的目标来最大化股东权益 [1] - 分析师与其丈夫共同运营获奖通讯The Pragmatic Optimist 专注于投资组合策略、估值和宏观经济 [1] - 在共同创立基金之前 分析师在旧金山高增长的供应链初创公司工作5年 负责战略制定 [1] - 分析师在湾区也曾与风险投资公司和初创公司合作 推动了用户获取业务的增长 [1] - 分析师工作的基石在于普及金融知识 将金融术语和复杂的宏观经济概念分解为易于理解的形式 [1]

文章核心观点 - 文章作者Amrita的背景介绍 包括其运营一家专注于可持续、增长驱动型公司的家族办公室基金 并拥有一份获奖的金融通讯简报[2] 作者背景与投资策略 - 作者Amrita在加拿大温哥华运营一家精品家族办公室基金 负责领导该家族基金的投资策略[2] - 基金投资目标为将资本投入可持续、增长驱动的公司 通过实现增长导向的目标来最大化股东权益[2] - 作者与丈夫共同运营名为The Pragmatic Optimist的获奖通讯简报 内容聚焦投资组合策略、估值和宏观经济学[2] - 作者在旧金山高增长供应链初创公司有5年战略领导经验 并曾与风险投资公司和初创企业合作 推动用户获取业务增长[2] - 作者工作的基石在于普及金融知识 将金融术语和复杂的宏观经济概念分解为易于理解的形式[2]